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
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$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...PrivateFull timeTemporary workWork experience placementWork at officeWorldwide- ...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
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$115k - $205k
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$150k - $200k
...looking to add VP of Portfolio Performance to partner... ...execution and relationship management. You will build up a... ...both the investment team and company leadership... ...management consulting, private equity, or similar... ...get the chance to build wealth through real ownership...PrivateWork experience placementWork at officeLocal areaRemote work$240k - $260k
...join the Broadridge team. About the... ...oriented VP, Product– Wealth Digital Assets to... ...assets product portfolio. This leader will... ...wealth managers and their clients... ...management, brokerage, or private banking Strong... ...experiences Excellent analytical, problem-solving,...PrivateLocal area$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$150k - $194k
...water and waste management sectors. GIP... ...performance of its portfolio companies.... ...is seeking a Vice President to join the Portfolio... ...Finance team. This is a senior highly analytical role focused... ...experience in private equity portfolio... ...investment banking leveraged finance...PrivateFull timeApprenticeshipWork at officeLocal areaWork from homeFlexible hours1 day per week$125k - $290k
...Goldman Sachs Asset Management's Quantitative Equity Solutions (QES) Team Job Description... ...across 65,000+ customized portfolios and a range of fund solutions... ...income, management of wealth concentration and... ...178011 Job Category Vice President Locations New York,...Full timeTemporary workPart timeWork experience placement- ...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...
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$115k - $270k
...Job Description Wealth Management Across Wealth... ...management, banking and comprehensive... ...data and design. Private Wealth Management... ...endowments. PWM Teams work one-on-one with... ...skills Strong analytical and communication... ...9 Job Category Vice President Locations New...PrivateFull timeTemporary workPart timeWork at office$98.96k - $148.44k
...arm of Citi. The team makes... ...with high-growth private companies whose... ...including U.S. Personal Banking, Wealth, Client, Banking... ...at the Assistant Vice President (AVP) level. This... ...execution, and portfolio management, as well as frequent... ..., or other analytical discipline Demonstrated...PrivateFull time- ...P. Morgan Asset Management, you will help shape... ..., data‑driven team that is... ...Delivery Lead, Vice President, Web Analytics & Data in the Digital... ...leader in investment banking, consumer and... ...Morgan Asset & Wealth Management delivers... ...management and private banking solutions...Private
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$85k - $140k
...wide range of investment banking, securities, investment management and wealth management services. The... ..., excellence and strong team ethic. Morgan Stanley... ...of our culture. The Analytics & Data (A&D) team within... ...oriented AVP to support the Private Markets including...PrivateFull timeTemporary workWorldwide- ...The Private Client experience at J.P. Morgan offers a pathway to Wealth Management through comprehensive, expert planning... ...client service team to provide clients with... ...initial engagement of bank-only clients with... ...Wealth Management. As a Vice President, Private Wealth...PrivateWork at office
$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- ...alternative asset manager with a broad platform spanning private equity, real estate... ...firm's Private Wealth business is a significant... ...Funds Legal team supports the development... ...Attorney at the Vice President level to join its... ...plus. ~ Strong analytical and communication...PrivateImmediate start
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