Wealth Management , Private Bank CIO Team ,Portfolio Analytics , Vice President
JPMorgan Chase
Wealth Management – Private Bank CIO Team – Portfolio Analytics – Vice PresidentJ.P. Morgan Asset & Wealth Management is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits. Primary FunctionThis position will be a member of the Portfolio Analytics group which is part of Private Bank Chief Investment Officer Team (PB-CIO Team) which manages multi-asset and single-asset discretionary model portfolios within WM Solutions. The Portfolio Analytics group is responsible for developing proprietary models and analytical tools for asset allocation, portfolio construction, performance attribution and risk management. Key functions will include:Help develop and support a variety of cutting-edge, quantitative tools to enhance our investment processDesign and maintain the proprietary multi-asset portfolio performance contribution/attribution system. Updating weekly global platform performance reportRunning in-house global reference investment portfolio system to ensure a consistent asset allocation/risk budgeting processConduct research and ad-hoc analysis on performance attribution, risk management, and portfolio constructionDevelop new agentic analytics tools to support PMs and enhance the current portfolio management process.Work closely with Portfolio Managers and other business partners to address the issues arising from the daily portfolio management process and the new product launch processWork with Model Review team to document, test, and validate model techniques and resultsAnalysis to support research, views, and investment thoughts and strategiesWork with Technology and other business partners to implement the modelsPosition Requirements:Strong programming skills in Python, Matlab, SQL.Knowledge of statistics and the ability to analyze large data setsKnowledge of asset classes and demonstrate understanding of investment theoryKnowledge of financial data sources (Bloomberg, Factset, etc.)Understanding of performance attribution techniquesDetail oriented, strong team player, excellent written and verbal communication skills3-5 years of work experience, preferably in financial industrialGraduate degree in a quantitative discipline (Math, Statistics, Computer Science, etc.). JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/VeteransJ.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.Full timePosting Date: 2026-09-25
- ...As a Quantitative Portfolio Manager, VP, within Wealth Management’s Chief... ...Investment Office (CIO) – Equities team, you will be a... ...own core portfolio analytics and risk frameworks... ...leader in investment banking, consumer and... ...investment management and private banking solutions....PrivateWork at office
$115k - $205k
...range of investment banking, securities, investment management and wealth management... ...excellence and strong team ethic. Morgan... ...Institutional Portfolio & Risk Analytics team at Morgan Stanley... .... As a Vice President in this team, you... ...classes (public and private markets), and...PrivateTemporary workWork experience placementWork at officeWorldwide- ...Description The Portfolio Management Group (PMG) is the implementation... ...engine for the Private Bank’s discretionary... ...Banking Strategy/CIO teams, including portfolio... ...portfolios. This Vice President role sits within a... ...financial services; wealth management/private banking...Private
- The Wealth Management division of JPMorgan Chase &... ...Job SummaryThe Private Bank’s global cross‑asset... ...Management, Vice President (VP), you will lead... ...Risk modelling, analytics, triage, MI) as... ...trade & portfolio-level risk metrics... ...Markets & Risk teams. You will align...Private
$115k - $205k
...providing investment banking, securities, investment management, and wealth management... ...and a strong team ethic. Morgan... ...to deliver portfolio management... ...institutional and private clients,... ...classes.This Vice President role will focus... ...research, analytics, reporting, and...PrivateTemporary workWork at officeWorldwide- ...Platform Strategy Team The Annuity... ...organization across JPM Wealth Management. Responsibilities... ...across the portfolio. Develop and manage... .... AI / analytics delivery exposure... ...leader in investment banking, consumer and... ...investment management and private banking solutions...Private
- ...Vice President, Digital Assets Portfolio Enablement & Governance About... ...global investment bank Industry Financial... ...Asset Management Financial Services... ...institutional consulting wealth management and private wealth management... ..., portfolio analytics, and...Private
$115k - $270k
...creatively-driven Vice President, Brand Marketing &... ...advertising creative across Private Wealth Management ("PWM") and broader... ...digital media and analytics teams to set the... ...planning, and private banking and lending services... ...judgment, with a portfolio reflecting a high standard...PrivateFull timeTemporary workPart timeWork at office- ...Description Join our dynamic team and make a meaningful... ...Product Owner within the Private Bank Chief Data & Analytics Office (CDAO), you will... ...customer needs across Wealth Management. Partnering with business... ...trusts, managed accounts, portfolios/holdings, transactions, performance...PrivateWork at office
$200k
...of a larger coverage team that maintains... ...Also provides ongoing management of the lending portfolio.Contributes to growing... ...diverse portfolio of private, public, and middle... ...profiles.Balances the Bank's risk appetite with... ...consulting, analytical and technical support...PrivateFull timeContract workPart timeLocal area- # Vice President, Portfolio ManagementStar Mountain CapitalVPPrivate... ...openings matching "Private Equity / VP jobs in... ...5B in assets under management and a team of 120+... ...equity, investment banking, or management consulting... ...meaningful long-term wealth creation opportunity...Private
$115k - $270k
...Our Impact The Private Bank is a business unit of the Asset and Wealth Management Division (AWM) that provides tailored cash... ...Private Bank product management team to define and execute the... ...strategy for Private bank product portfolio based on your domain expertise...PrivateFull timeTemporary workPart time- ...Vice President, Philanthropic Portfolio Management About the Company A private family foundation managing a philanthropic portfolio through its final chapter. Industry... ..., as it is dedicated to the thoughtful and analytical management of its resources to create a...Private
- JPMorganChase, Private Bank Digital Team, seeks a Vice President, Digital Adoption to accelerate adoption of digital products. The role combines an AI-product... ..., Engineering, and Advisor-facing teams. Strong analytics and governance will be essential. #J-18808-Ljbffr JPMorganChaseBank staffPrivate
- ...Vice President of Portfolio Finance, Private Credit About the Company Leading global private... ...with various internal teams, including investment, strategy and risk management, operations, accounting, and... ...requires a candidate with strong analytical, critical thinking, and...Private
$125k - $270k
...currently seeking a Vice President to work as part of the... ...Single Stock Structuring team with a focus on 10b5-... ...partner closely with private wealth advisors, company... ...attention to detail, time management and organizational... ...independently and analytically within a defined framework...PrivateFull timeTemporary workPart timeWork at office$150k - $180k
...with a strategic portfolio of insurance and asset management solutions.... ...alternative assets and private credit through... ...is seeking a Vice President to join its... ...Market Research team. Reporting to the... ..., central bank policy, market... ...communication, and analytical skills. ~ Advanced...Bank staffPrivateLocal area$110k - $175k
...providing customized portfolio solutions grounded... ...Client Solutions team serves as the... ...spanning both public and private markets, with a primary focus on wealth and retirement... ...internal stakeholders, managing client activities,... ...sets and deep analytical skills. What...PrivateWork at officeWorldwide- ...Strategy (DMAS) team manages benchmark-agnostic... ...managed multi-asset portfolios designed to... ...improve portfolio analytics, research workflows... ...leader in investment banking, consumer and... .... Morgan Asset & Wealth Management delivers... ...management and private banking solutions...Private
- ...Senior Vice President, Product Owner – Total Portfolio Analytics We're seeking a future team member for the role of Senior Vice President,... ...stakeholders to translate portfolio management, risk, and client needs... ...and knowledge of the private markets is crucial. ~ Working...Private
$200k
...of a larger coverage team that maintains... ...Also provides ongoing management of the lending portfolio. Contributes to growing... ...portfolio of private, public, and middle... .... Balances the Bank's risk appetite with... ...specialized consulting, analytical and technical support...PrivateFull timeContract workPart timeLocal area- .... Morgan Asset & Wealth Management, with client assets... ..., brokerage and banking services... ...relationships, an integrated team structure and a... ...J.P. Morgan Private Bank. As a Deposit... ...Sales Specialist, Vice President, you will partner... ...communication skills Strong analytical and time...Private
- ...corporations, JPMWS manages nearly $370... ...participants. Our team has over 600 experienced... ...Summary As a CRM Analytics Lead within the Workplace... ...in investment banking, consumer and... ...P. Morgan Asset & Wealth Management delivers... ...investment management and private banking solutions....PrivateWorldwide
$109.12k - $163.68k
Citi Wealth is a leading provider of financial... ...the world. Our Private Bankers, Financial... ...complete financial management strategies that... ...investment strategy, to banking, to lending and... ...goals. Our team provides lending solutions... ..., Product, Data & Analytics, Tech, Finance,...PrivateFull timeFor contractorsLocal area- Our team focuses on building engaging training programs... ...AWM Analysts and Global Private Bank Advisors and Sales Managers harness the collective power... ...) Design and Delivery Vice President on the Client Skills Training... ...services, ideally wealth management/private banking...Bank staffPrivatePrivate practice
- ...J.P. Morgan Asset & Wealth Management delivers industry‑leading investment... ...goals. As the Solutions Team Vice President, you will be a key member... ...wealth management, private banking, or brokerage firms Specific... ..., Excel, and Word Strong analytical skills FINRA Series 7 and...PrivateRemote work
- ...Vice President, Corporate Banking Portfolio Monitoring & Risk Analytics About the Company Well-established global financial... ...Banking Type Privately Held About the Role... ...is to partner with various teams to identify and manage emerging risks, assess portfolio...
$125k - $250k
YOUR IMPACTThe Wealth Solutions and Private Bank Training, Onboarding and Development Vice President will lead the design, delivery, and continuous... ...Strategy, Capital Markets, Managed Strategies, Equity... ...the broader Talent Strategy team and business leadership on talent...PrivateFull timeTemporary workPart timeWork at office$150k - $300k
...convergence of public and private markets. We combine... ..., and risk management solutions. The depth... ...investing clients forward.Bank Debt Portfolio Group (BDPG) - TERMThe... ...BDPG) is a specialized team within the Transaction... ....Role OverviewAs a Vice President within the TERM group...PrivateFull timeTemporary workPart timeLocal area- Asset & Wealth Management A career with Goldman Sachs Asset... ...be part of a diverse team that is passionate about... ...multi‑asset class portfolios and funds in a discretionary... ...reporting and analytics. The team has been managing... ...be responsible for private assets portfolio...Private
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