2027 Asset Management Client Summer Analyst Program

JPMorganChase

Posted about 22 hours ago

Internship

New York, New York

In Person

Smart Summary

Responsibilities

The Summer Analyst will assist with client sales, retention, and strategic planning while gaining exposure to various asset classes. They will collaborate with senior leaders and investment consultants to conduct market research and provide quantitative and qualitative analysis to support client investment objectives.

Qualifications

You are pursuing a Bachelor's or Master's degree with an expected graduation date between December 2027 and June 2028. You possess excellent communication, strong quantitative skills, a passion for investing, and exceptional organizational abilities.

Must Have Skills for ATS

Financial Accounting

Financial Analysis

Mathematics

Financial Markets

Investing

Macroeconomics

Job Description

Our program kicks off in New York, where we give you the technical and practical knowledge so you can make an impact from the start. As a Summer Analyst in the 2027 Asset Management Client Program, you will work in partnership with our senior business leaders to develop strategies that support our clients' needs. This role involves collaborating with teams that manage and distribute investment solutions across asset classes for institutions and financial intermediaries. 

We value your diverse perspective to help us innovate the next wave of products and solutions for our clients. You'll receive training, mentoring, access to senior leaders, and projects that engage all your skills. You'll first learn about our business and then be placed with a team in sales support, marketing, business management, strategy or training. 

This is a rotational program and you may rotate through the following roles:

Asset Management Client Teams:

  • Institutional Sales: Caters to the largest, most sophisticated relationships in the industry, including top pension plans around the globe, insurance companies, sovereign wealth funds, endowments, foundations, central banks and other institutional investors.
  • Marketing: Collaborate with our professionals to construct and implement marketing tactics, create and deliver content, research and analyze products, and execute business development strategies.
  • Funds Management: Responsible for the distribution of J.P. Morgan's investment capabilities to broker-dealers, insurance companies, asset managers, banks and registered investment advisors. These investment capabilities include U.S. and non-U.S. mutual funds, separate accounts and alternative investments.

Job Responsibilities:

  • Assist with client sales and retention while gaining broad exposure to asset classes and investment professionals throughout the firm.
  • Work with financial advisors and investment consultants to provide quantitative and qualitative analysis, conduct market research, and assist in strategic planning to help clients meet their investment objectives.
  • Develop relationships with clients, including top pension plans, insurance companies, sovereign wealth funds, endowments, foundations, central banks, and other institutional investors.
  • Learn about asset allocation strategies and identify investment capabilities across traditional and alternative strategies to meet our clients' investment objectives.

Required Qualifications, Capabilities, and Skills:

  • Pursuing a Bachelor’s or Master’s degree (No MBA).
  • Attending a college/university in the U.S.
  • Expected graduation date of December 2027– June 2028.
  • Excellent communication and presentation skills.
  • Strong quantitative skills and a passion for investing.
  • Exceptional organizational skills and multitasking ability.
  • Strong initiative, energy, and confidence.
  • Good judgment and discretion with confidential information.

Preferred Qualifications, Capabilities, and Skills:

  • Background in financial accounting, financial analysis, or mathematics is a plus.
  • Genuine interest in financial markets, investing, and macro-level economics.

We will be filling our classes on a rolling basis. We strongly encourage you to submit your application as early as possible before job postings close.

Work Authorization:

To be eligible for this program, you must be authorized to work in the U.S. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorgan Chase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.)

Locations

New York City

Join us

At JPMorganChase, we're creating positive change for the diverse communities we serve. We do this by championing your innovative ideas through a supportive culture that helps you every step of the way as you build your career. If you're passionate, curious and ready to make an impact, we're looking for you.

J.P. Morgan Asset Management designed a YouTube video series to help future talent better understand what is Asset Management and why it’s so important. Click here to view the series.

What’s next?

Help us learn about you by submitting a complete and thoughtful application, which includes your resume. Your application and resume are way for us to initially get to know you, so it’s important to complete all application questions so we have as much information about you as possible.

After you confirm your application, we will review it to determine whether you meet required qualifications.

You will receive an email invitation to complete a video interview, powered by HireVue. This is your opportunity to further bring your resume to life and showcase your experience for our recruiting team and hiring managers.

The HireVue is required, and your application will not be considered for further review until you have completed your HireVue video interview. We strongly encourage that you apply and complete these required elements as soon as possible, since programs will close as positions are filled.

JPMorgan Chase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds and professional experiences. We will provide reasonable accommodations for applicants with disabilities.

Visit jpmorganchase.com/careers for upcoming events, career advice, our locations and more.

JPMorganChase

With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets. We serve millions of customers and many of the world’s most prominent corporate, institutional, and government clients daily, managing assets and investments, offering business advice and strategies, and providing innovative banking solutions and services. Social Media Terms and Conditions: https://bit.ly/JPMCSocialTerms JPMorgan Chase & Co. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
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