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

JPMorgan Chase & Co., City of Westminster

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

Salary not available. View on company website.

JPMorgan Chase & Co., City of Westminster

  • Full time
  • Permanent
  • Onsite working

Posted 2 days ago, 7 Oct | Get your application in today.

Closing date: Closing date not specified

Job ref: 86443bc991204686b79e5ccfeb90c586

Location ref: City of Westminster

Full Job Description

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

    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., 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.

Direct job link

https://www.jobs24.co.uk/job/wealth-management-investment-analyst-j-p-morgan-127531793
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