Asset Management Portfolio Management Program Analyst (Equities)

Job Description

This role supports senior US Equity investors—primarily Portfolio Managers—who run large, complex mandates across multiple products and investment strategies. The role provides exposure to institutional portfolio construction, risk management, and the operational mechanics that enable scalable, client-aligned execution.

Job summary: 

As a Portfolio Management Program Analyst in the US Equities team, you will help drive day-to-day portfolio activities while building deep knowledge of the team’s investment engine, including its philosophy, process, research inputs, and the practical mechanics required to manage institutional-scale portfolios. In this role, you will operate as a trusted partner to Portfolio Managers—owning core analytics, monitoring, and execution support that helps keep portfolios aligned with intent, constraints, and evolving market conditions.

Job responsibilities: 

Portfolio Management

• Partner closely with senior US Equity investors to support the ongoing management of large mandates across a range of strategies and client objectives. You will help ensure portfolios remain aligned with investment intent, risk parameters, and implementation requirements.
• Build expertise in the team’s investment engine by developing a strong understanding of the end-to-end investment process, including portfolio construction, risk management, and performance attribution. 

Portfolio Implementation

• Support Portfolio Managers with portfolio implementation activities, including assisting with order workflows and contributing to portfolio and market monitoring. You will help ensure implementation is accurate, timely, and consistent with portfolio guidelines and investment objectives.
• Assist with new client onboarding and portfolio transitions by reviewing account guidelines, restrictions, and required constraints. You will contribute to transaction and tax-cost analysis and support investment performance reviews to ensure portfolios are implemented thoughtfully and efficiently.

Portfolio Analysis

• Continuously monitor portfolio positioning, exposures, and key trends, incorporating relevant market developments and news to inform the team’s decision-making. You will help connect market activity to portfolio implications in a clear, actionable way.
• Deliver rigorous, insight-driven analysis to Portfolio Managers, helping to inform investment decisions and portfolio strategy. This includes identifying what is changing, why it matters, and what actions may be required.
• Proactively identify risks, gaps, and process improvement opportunities—especially in response to evolving markets, new information, or observed operational friction. You will recommend practical enhancements to strengthen decision-making, controls, and repeatability.

Required qualifications, skill and capabilities: 

• Strong analytical, quantitative, and problem-solving capability, with the ability to break down complex questions into structured, testable analysis.
• High attention to detail and strong numeracy, with a consistent focus on accuracy and quality control in fast-moving environments.
• Clear and confident communication skills, including the ability to synthesize analysis into concise takeaways for senior investors.
• A goal-oriented mindset, with the ability to prioritize, meet deadlines, and operate effectively across multiple concurrent requests.
• Ability to work independently while also collaborating closely within a team-based investment environment.
• Self-starter attitude with intellectual curiosity, sound judgment, and a strong willingness to learn.

Preferred qualifications, skills and capabilities: 

• Familiarity with financial databases and tools (e.g., Bloomberg, FactSet, and similar platforms) and comfort working with market and portfolio data.
• Demonstrated passion for equities and financial markets, including interest in how investment views translate into portfolio outcomes.
• High integrity and professionalism, with appropriate discretion and a strong sense of ownership.
• Ability to remain calm under pressure and perform reliably when markets are volatile or deadlines are tight

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.​