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JPMorgan Chase Wealth Management - Portfolio Manager, US Equities, Executive Director in New York, New York

As a US Equity Investment Analyst you will be a member of the Global Equity group within Wealth Management's Chief Investment Officer Team (Private Bank CIO Team), reporting to the Head of US Equities. The Equity group has a flat structure and is responsible for driving the Private Bank CIO Team's investment decisions across global equity markets for implementation within discretionary equity and multi-asset client portfolios.


  • Work with the Head of US Equity to devise and propose US investment strategies and tactical recommendations to the Private Bank CIO Team for implementation across discretionary portfolios.

  • Perform fundamental analysis, including financial modeling, across a variety of US companies and sectors

  • Participate in calls and meetings with sell-side analysts, industry contacts, and management teams

  • Contribute to the Private Bank CIO Team's investment process and performance culture

  • Maintain a consistent, strong focus on compliance and risk management

Key Skills and Experience Required:

  • Minimum10 years' experience working on Long-only US Equity Buy-side

  • Strong understanding of tactical allocation across US sectors, industries and market capitalization.

  • Clear understanding of the investment management industry from both a fiduciary and strategic perspective

  • Bachelor's degree and/or CFA charter holder

Key attributes:

  • Rigorous analytical mindset with a high level of intellectual curiosity

  • Strong quantitative and problem-solving skills

  • Clear passion for financial markets and investing

  • Excellent communication skills (listening, verbal, and written)

  • Strong interpersonal and teamwork skills and leadership potential

  • Sound judgment and discretion

  • Effective multi-tasking and prioritization capabilities

JPMorgan Chase & Co., 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 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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

Equal Opportunity Employer/Disability/Veterans