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Asset & Wealth Management, J.P.Morgan Securities, Investment Associate

Req #: 180020558
Location: Boston, MA, US
Job Category: Customer Service
Job Description:
JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $2.6 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small business, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world's most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Information about JPMorgan Chase & Co. is available at
Asset & Wealth Management Overview: J.P. Morgan Asset & Wealth Management, with client assets of $2.6 trillion, 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.
JPMorgan Securities Overview: At JP Morgan Securities (JPMS), we have been helping high net worth individuals and families build and manage their wealth for more than 50 years. Led by an exclusive group of Financial Advisors throughout the United States, JPMS offers clients a broad suite of transactional, wealth management and investment advisory services. Our Financial Advisors are among the most experienced and creative in the industry. We excel at leveraging the vast resources of one of the world's leading global financial institutions on behalf of our clients.
Investment Associate Primary Function:
  • Understand client's investment plan and objectives.
  • Work in close partnership with Advisors in proposing, delivering, and executing solutions for clients; as well as in identifying new business opportunities
  • Advise on portfolio construction including overall asset allocation, tactical shifts and security selection
  • Market and implement investment solutions in accordance with clients' investment objectives
  • Grow new assets by identifying and developing new business opportunities from existing client base
  • Perform special portfolio analysis on products
  • Attends product rollouts, ideas calls and research meetings to stay current on all JPMS products and services
  • Adhere to internal and external policies and procedures regarding securities transactions and code of conduct.
  • 3-5 plus years’ experience in Financial Services industry
  • Ideal candidate has prior experience providing complex investment solutions to High Net Worth families and/or individuals
  • Series 7 & 66 licenses strongly preferred - successful completion shall be required shortly after employment begins
  • Bachelors degree or equivalent experience required
  • Strong knowledge of investment products
  • Superior analytical skills; strong computer skills
  • Ability to work in a team based environment
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