AWM, Portfolio Insights Analyst

1 week ago

Columbus, Ohio, United States JPMorgan Chase Full time

The Portfolio Insights program plays a lead role in working with financial advisors to help better understand portfolio construction and manager selection.  On a per request basis, the team is responsible for running analytics, discussing our output, and communicating our market views.

The team is seeking an analyst to associate-level analyst to assist in servicing clients and continued growth of the program.  

Specific Responsibilities

  • Construct analytics to ensure quick turnaround times for full-service requests across major channels.
  • Manage offshore channel analytics, escalating to specialists for client calls as needed.
  • Support program expansion into Canada by handling increased volume of full-service analytics.
  • Collate data from multiple sources and perform data manipulation for program-related content.
  • Assist team members with updating and producing timely intellectual capital content. 
  • Distribute and discuss data-driven content across the organization, supporting program growth.
  • Respond to data requests and collaboration opportunities from other teams in a timely manner.
  • Conduct quarterly TDC data testing, identifying and escalating issues that require further research by PI Specialists.

Preferred Qualifications

  • 3+ years' work experience, ideally involving client interaction. 
  • Demonstrated record of academic and professional achievement. 
  • Ability to work effectively within a highly motivated and hard-working team as well as on own initiative.
  • Strong communication skills (written and oral).
  • Basic knowledge base of a variety of investment and capital market concepts, and the ability to articulate complex investment ideas and processes.
  • Ability to interact with colleagues at all levels.
  • Ability to create & articulate compelling, thoughtful and creative presentation materials. 
  • Accuracy and attention to detail is essential with strong analytical acumen. 
  • Strong technical skills, including a proficiency in PowerPoint, Excel and Word. 
  • High intellectual aptitude. 

  • AWM, Portfolio Insights Analyst

    5 days ago

    Columbus, Ohio, United States JPMorganChase Full time

    JOB DESCRIPTIONThe Portfolio Insights program plays a lead role in working with financial advisors to help better understand portfolio construction and manager selection. On a per request basis, the team is responsible for running analytics, discussing our output, and communicating our market views.The team is seeking an analyst to associate-level analyst to...

  • Market Insights Analyst

    2 weeks ago

    Columbus, Ohio, United States Mars Full time $90,000 - $120,000 per year

    Job Description:Market Insights AnalystFranklin, TNHybrid (on-site 3 days a week)The role Market Insights Analyst is centered around driving and improving our team's understanding of the pet food marketplace. This position would work very closely with our Insights and Marketing Team in bringing our vision of market understanding to life. Areas of focus would...

  • Technology Portfolio Business Analyst Senior

    3 days ago

    Columbus, Ohio, United States American Electric Power Full time $85,081 - $124,941

    Job Posting End Date Please note the job posting will close on the day before the posting end date.Job Summary Working within Waterfall or Agile frameworks, a Business Analyst will work with a variety of disciplined focused team members all working toward a common goal of delivering value with quality and scale. Responsible for collaborating with other Job...

  • Portfolio Manager

    1 week ago

    Columbus, Ohio, United States Blue Star Partners Full time $374,400 - $468,000 per year

    Job Title:Portfolio ManagerLocation:Columbus, OH (Remote Mondays & Fridays; Onsite Tuesdays–Thursdays)Rate:Up to $90/hourContract Length:6 Months (Strong possibility of extension)Contract Type:W-2 Only (U.S. Citizens – No visa sponsorships)Position SummaryWe are seeking aPortfolio Managerto support a major PMO transformation initiative. The ideal...

  • Business Analyst Sr.

    1 week ago

    Columbus, Ohio, United States American Electric Power Full time $73,828 - $127,439

    Job Posting End Date Please note the job posting will close on the day before the posting end date.Job Summary The Business Analyst will provide market, financial and utility industry analysis to support Indiana Michigan Power's (I&M) significant growth in a diverse generation portfolio that will include nuclear, natural gas, solar, wind, and battery...

  • Credit Analyst

    2 weeks ago

    Columbus, Ohio, United States The Wasserstrom Company Full time $60,000 - $120,000 per year

    Job DetailsDescriptionThe Wasserstrom Company is the leading Food Service Distributor in the nation. Established in 1902, we are a family owned company with our headquarters in Columbus, Ohio. We currently have an opportunity available for aCredit Analyst in Columbus, Ohio.This position will be responsible evaluating and extending credit to current and...

  • Credit Analyst

    1 week ago

    Columbus, Ohio, United States Wasserstrom Full time $60,000 - $100,000 per year

    The Wasserstrom Company is the leading Food Service Distributor in the nation. Established in 1902, we are a family owned company with our headquarters in Columbus, Ohio. We currently have an opportunity available for a Credit Analyst in Columbus, Ohio. This position will be responsible evaluating and extending credit to current and potential customers. The...

  • Product Portfolio Operations Manager

    9 hours ago

    Columbus, Ohio, United States JPMorgan Chase Full time

    Embrace the challenge of adapting to shifting priorities and resources while contributing to a dynamic team and applying your expertise, strategic thinking skills, and operational excellence across product lines.   As a Product Portfolio Operations Manager in Consumer and Community Banking (CCB), you are a foundational member of a team responsible for...

  • Technology Portfolio Manager

    1 day ago

    Columbus, Ohio, United States McKesson Full time

    Success ProfileWhat makes a successful Technology Portfolio Manager? Here are the top traits.ConceptualProactiveProblem-SolverStrategicTechnologically SavvyVisual ThinkerEmployee SpotlightThe opportunity to work at McKesson means you get to join in our company purpose of Advancing Health Outcomes for All.CultureAccomplishMake a meaningful impact by using...

  • Asset & Wealth Management - Portfolio Management Manager

    2 weeks ago

    Columbus, Ohio, United States JPMorgan Chase Full time $120,000 - $250,000 per year

    Join a dynamic team dedicated to portfolio health and impactful change in Wealth Management. Apply today to make a difference with usJob SummaryAs a Portfolio Management Manager in the Portfolio Management team, you collaborate with key stakeholders to expertly manage and optimize the portfolio. You focus on research, identification, and resolution of...