Solutions Analyst Trainee – Wealth Management

Job Description

2027 Global Private Bank Investment Solutions Program (Full-Time Analyst) | JPMorganChase

The Tone:
This is a full-time Analyst position at JPMorganChase, located in New York, NY. JPMorganChase is a global leader in financial services, committed to building strong client relationships and delivering customized wealth management solutions. This role is integral to supporting investment professionals in structuring creative and opportunistic investment ideas, helping clients achieve their financial goals, and contributing meaningfully to the business through comprehensive wealth management services across investments, lending, banking, and trust and estate planning.

The TL;DR
• Role: Analyst
• Type: Full-time
• Location: In-person New York, NY

• Team: Global Private Bank Investment Solutions, working alongside investment professionals including bankers, investment specialists, wealth advisors, and lending specialists.
• Mission: Structure creative and opportunistic investment ideas across all asset classes to meet clients’ portfolio objectives and contribute to building, preserving, and managing client wealth over time.
• Tech Stack: Proprietary models

What You’ll Actually Do
• Research: Conduct research and perform detailed analysis to support the development of investment ideas across all asset classes, including market strategy, alternative investments, fixed income, equities, FX, and commodities.
• Modeling: Utilize proprietary models to assist in structuring innovative and opportunistic investment solutions tailored to client portfolio objectives.
• Development: Assist with product development, contributing to the creation of new offerings within wealth management services.
• Construction: Support portfolio construction efforts, helping to craft individualized solutions that deliver the right services and investments to clients.
• Networking: Build global networks by hearing from senior executives and collaborate across the firm, discovering various opportunities to inform future career moves.

The Must-Haves
• Background: Pursuing a Bachelor’s or Master’s degree from a U.S. college/university, preparing for an entry-level career within the Global Private Bank’s Investment Solutions team.
• Experience: Expected graduation date between December 2026 and June 2027; must be authorized to work in the U.S. as the firm does not offer employment-based immigration sponsorship or assistance with OPT/CPT for this program.
• Skills: Possesses exceptional interpersonal, communication, analytical, and problem-solving skills; demonstrates a genuine interest in financial markets and macro-level economic trends; capable of thriving in a collaborative environment as a highly driven, inquisitive, focused, and proactive team member with excellent organizational abilities and good judgment.