Wealth Management , Private Bank CIO Team ,Portfolio Analytics , Vice President
JPMorganChase
Wealth Management – Private Bank CIO Team – Portfolio Analytics – Vice President J.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. Job Description J.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 Function This 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 process Design and maintain the proprietary multi-asset portfolio performance contribution/attribution system. Updating weekly global platform performance report Running in-house global reference investment portfolio system to ensure a consistent asset allocation/risk budgeting process Conduct research and ad-hoc analysis on performance attribution, risk management, and portfolio construction Develop 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 process Work with Model Review team to document, test, and validate model techniques and results Analysis to support research, views, and investment thoughts and strategies Work with Technology and other business partners to implement the models Position Requirements Strong programming skills in Python, Matlab, SQL. Knowledge of statistics and the ability to analyze large data sets Knowledge of asset classes and demonstrate understanding of investment theory Knowledge of financial data sources (Bloomberg, Factset, etc.) Understanding of performance attribution techniques Detail oriented, strong team player, excellent written and verbal communication skills 3-5 years of work experience, preferably in financial industrial Graduate degree in a quantitative discipline (Math, Statistics, Computer Science, etc.). About Us 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/Veterans About The Team J.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. #J-18808-Ljbffr JPMorganChase
- 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...Bank staffPrivateWork experience placement
- 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- The Portfolio Management Group (PMG) is the implementation engine for the Private Bank’s discretionary investment business... ...Banking Strategy/CIO teams, including portfolio... ...trust portfolios.This Vice President role sits within a... ...services; wealth management/private...Private
$125k - $290k
Asset & Wealth ManagementA career with Goldman... ...Asset & Wealth Management is an opportunity... ...part of a diverse team that is passionate... ...multi-asset class portfolios and funds in a discretionary... ...reporting and analytics. The team has been... ...responsible for private assets portfolio...PrivateFull timeTemporary workPart time- 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
$125k - $290k
...Goldman Sachs Asset Management is one of the... ...plans, sovereign wealth funds, insurance companies... ...fund managers, private equity funds, real... ..., customized portfolios, and a range of advisory... ...XIG hedge fund team is the part of the... ...written and oral), analytical and interpersonal...PrivateFull timeTemporary workPart time- As part of Wealth Management Solutions, the U.... ...Product Development team is responsible... ...discretionary portfolios managed by the... ...Office (CIO) and sub-advised... ...analytical and problem-solving... ...in investment banking, consumer and... ...management and private banking solutions...Private
- ...Platform Strategy Team drives projects/... ...organization across JPM Wealth Management. Responsibilities... ...across the portfolio.Develop and... ...insurance. AI / analytics delivery exposure... ...leader in investment banking, consumer and small... ...investment management and private banking solutions...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$175k - $200k
...alternative asset manager.... ...real estate, private equity,... ...Blackstone Private Wealth was built... ...private banks, wealth... ...minded Vice President, Product Specialist... ...to sales teams,... ...evolving portfolio allocation... ...advisors, CIOs, investment... ...stakeholders.Strong analytical...PrivateFull timeWork at officeLocal area$125k - $290k
...that sits within Asset & Wealth Management (AWM) at Goldman Sachs.... ...for multi-asset portfolio design and implementation... ...proprietary research and analytics conducted by the MAS team. With investment professionals... ....Role:We are seeking a vice president to serve as a senior PM...Full timeTemporary workPart time- Job Description: Vice President, Digital Adoption Private Bank Digital Team — JPMorganChaseLocationChicago... ...Science, Product Management, or a related field.7+... ...growth at scale.Strong analytical skills with proven fluency... ...in the Private Bank, Wealth Management, or broader...Bank staffPrivate
- ...growth minded team. Bring your real... ...to trading, portfolio managers, internal support... ...Operations – Vice President you will... ...setting. ~ Strong analytical and... ...in investment banking, consumer and... ...Morgan Asset & Wealth Management delivers... ...management and private banking solutions...PrivateWork at office
$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- Join our dynamic team and make a meaningful impact by delivering... ...Product Owner within the Private Bank Chief Data & Analytics Office (CDAO), you will... ...customer needs across Wealth Management. Partnering with business... ..., managed accounts, portfolios/holdings, transactions, performance...PrivateWork at office
- ...and Commodities team (GFICC) at J.P. Morgan Asset Management is one of the... ...As an Insurance Portfolio Manager within... ...the Strategy & Analytics team to design... ...in investment banking, consumer and small... ...Morgan Asset & Wealth Management... ...management and private banking solutions...Private
$150k - $215k
...largest alternative asset manager. Blackstone seeks to... ...on real estate, private equity, credit, infrastructure... ...Capital Markets & Bank Relations team with respect to... ...both single-asset and portfolio transactions, including... ...addition to strong analytical skills, the successful...Bank staffPrivateFull timeWork at officeLocal areaFlexible hours$160k - $220k
...investment professionals for its portfolio management team, who will each be... ...evergreen portfolio comprised of private equity and/or private real... ...is a plusExperience in the wealth channel is a plusStrong qualitative and quantitative analytical capabilitiesExcellent...PrivateFull timeWork at officeRemote work$157.04k - $235.56k
...$235 560,00Category: Private Client Product Services... ...WealthCompany: CitiThe Portfolio Advisor will support... ...The Portfolio Advisory team sits with the Citi Wealth Chief Investment Office (CIO) in New York at Citi’s... ...interpersonal relationship management skills.Communication...Full timeWork at officeDay shift- ...institutional-grade real estate private equity firm to identify... ...into the retail wealth channel. A relatively new platform managing just under $2B in AUM, our... ..., legal, and compliance teams to help evaluate and... ...sophisticated advisors and portfolio managers. The ideal...PrivateFull timeWork at office
- ...Business Unit Overview: The Wealth Advisory Group is a... ...within Wealth Management at New York Life, designed... ...sophisticated clients. This team delivers a fully... ...Strategy, and the OCIO portfolio strategists to ensure... ...in wealth management, private banking, or family office, with...PrivateWork at officeLocal area3 days per week
- # 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
$185k - $200k
...alternative asset manager. We seek to... ...focused on private equity, real estate... ..., Total Portfolio Management, and... ...Description:The Vice President will be a core... ...organization, investment team, incentives,... ...to strong analytical and time... ...funds)Investment banking or consulting...PrivateFull timeTerm timeWork at officeLocal areaFlexible hours$149k - $182k
...of our recruitment team will provide more details... ....MUFG is seeking a Vice President to join the Portfolio Management Group (PMG) within... ...consistent with bank policies.Partner... ...risk governance, and analytical capabilities across... ...corporate banking, private credit, credit risk...PrivateFull timeWork at officeLocal areaRemote work- ...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
- ...Firm: Private Equity Credit Manager Interested in this role You can find all the relevant information... ...below. Job Summary: Own portfolio monitoring and reporting across the Credit... ...tools and partnering with Technology teams; exposure to platforms such as iLevel...Private
$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$115k - $270k
Private Wealth ManagementGoldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive... ...endowments. PWM Teams work one-on-one... ..., and private banking and lending... ...are seeking a Vice President to lead PWM's... ...Engineering, Data and Analytics, Legal,...PrivateFull timeTemporary workPart timeWork at officeAfternoon shift- ...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
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Management , Private Bank CIO Team ,Portfolio Analytics , Vice President. Be the first to apply!
- it director remote New York, NY
- remote cio New York, NY
- cio New York, NY
- IT director New York, NY
- director of it audit New York, NY
- information management officer New York, NY
- chief information officer New York, NY
- vice president global procurement New York, NY
- vice president project management New York, NY
- vice president software engineering New York, NY





