Wealth Management, Investment Analyst, J.P. Morgan Personal Investing, Associate

Introductory marketing language

Bring your curiosity, numerical strength, and coding skills to a role where you can help shape how investment decisions are informed by data and risk insights. You’ll join an Investment Desk that values thoughtful analysis, continuous improvement, and practical problem-solving. This is an excellent early-career opportunity to learn from experienced investment professionals and build real-world multi-asset investing experience. You’ll have room to grow your technical toolkit and expand your market knowledge through meaningful exposure and mentorship. If you’re excited by markets and motivated by impact, you’ll feel at home here.

Job summary

As an Associate the Investment Desk within J.P. Morgan Personal Investing, you will support the analytics, reporting, and quantitative tools that help inform portfolio and asset allocation decisions. You will work closely with senior investors and partners across J.P. Morgan Personal Investing and the J.P. Morgan Private Bank, learning how investment views translate into risk-aware, multi-asset portfolios. You will take ownership of structured, detail-oriented processes while also looking for opportunities to automate, simplify, and improve them. You will contribute to a culture that values rigor, collaboration, and continuous learning.

Job responsibilities

• Support day-to-day investment desk analytics, reporting, and data quality checks
• Maintain and enhance proprietary risk and quantitative investment tools
• Automate repetitive and data-heavy workflows (e.g., reporting pipelines, data handling, model inputs/outputs)
• Analyze portfolio exposures and risk metrics to support investment decision-making
• Contribute to research and analysis that informs asset allocation and portfolio risk discussions
• Partner with senior team members on projects spanning market analysis, modeling, and process improvements
• Document methodologies, processes, and key assumptions to improve transparency and repeatability
• Communicate insights clearly through concise written updates and well-structured outputs

Required qualifications, capabilities, and skills

• Strong numerate and analytical foundation in a quantitative discipline (e.g., STEM, economics, finance, or similar)
• Demonstrated interest in financial markets and investing, with the ability to discuss key market drivers clearly
• Practical coding experience in Python and/or MATLAB (academic or professional)
• Strong Excel skills, including building reliable, audit-friendly models and analysis
• Experience working with structured datasets, including cleaning, validation, and reconciliation of inputs/outputs
• High attention to detail and a consistent approach to quality control and error checking
• Ability to manage recurring deliverables while prioritizing effectively and meeting deadlines
• Continuous-improvement mindset, with a track record of simplifying or automating manual processes
• Clear written and verbal communication skills suitable for working with senior stakeholders
• Willingness to pursue relevant qualifications (e.g., CFA, FRM, or similar)

Preferred qualifications, capabilities, and skills

• Experience in investment analytics, asset management, or portfolio management support
• Familiarity with financial data and time series concepts, including basic data handling best practices
• Understanding of multi-asset portfolios, asset allocation concepts, and common risk measures
• Exposure to building or maintaining quantitative tools, models, or dashboards used in investment processes

J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world’s most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.

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.

Our professionals in our Corporate Functions cover a diverse range of areas from finance and risk to human resources and marketing. Our corporate teams are an essential part of our company, ensuring that we’re setting our businesses, clients, customers and employees up for success.

J.P. Morgan Personal Investing is hiring a Junior Investment Analyst to support the Investment Desk, integrated closely with the J.P. Morgan Private Bank. The role focuses on investment analytics, risk and asset allocation tools, reporting, and automating data-heavy or repetitive processes using Excel and Python and/or MATLAB. It’s a strong entry point to build hands‑on experience in global multi‑asset investing within a leading financial institution.

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