Portfolio Analyst jobs in United States, Arizona, Tempe

As a Summer Analyst in the Financial Advisor Development Program (FADP), you will take part in a nine-week introduction to our Full-Time program. Centered on providing a detailed view of J.P. Morgan Wealth Management, FADP gives you experience focusing on matters that add value to our clients and our business. Our Summer Internship Program is designed to deepen your investment knowledge and skills through hands-on experience. You’ll have access to training opportunities structured to enhance your business acumen, while further developing your professional and technical skills. You’ll be supported by an entire team, including a dedicated program manager, mentors, and senior leaders who are sincerely invested in your success during your internship.

The mission of the Financial Advisor Development Program is to develop and advance a diverse, equitable, and inclusive community of Investment Professionals to Financial Advisors dedicated to the highest standards of excellence while serving our clients. Our goal is to ensure you have all tools necessary to take advantage of the robust opportunities at hand, resulting in a great summer experience. Successful completion of the FADP Summer Internship Program may result in an offer of employment into our Financial Advisor Development Full-Time Program, which follows a 2 year progression of phone-based roles in the Client Service Center, allowing Analysts to deepen their knowledge of customer service and the wealth management industry.

Job responsibilities:

• Learning the fundamentals of working with clients in a service-oriented role
• Learning the foundations of the investments we offer through in-depth industry training
• Receiving dedicated time to study for and take the FINRA Securities Industry Essentials (SIE) exam
• Participating in group projects and job shadowing opportunities

Required qualifications, capabilities, and skills:

• A well-rounded academic background with an interest in providing exceptional client service and financial advice
• Pursuing a B.A. or B.S. degree, with an expected graduation date of December 2026 through June 2027
• Excellent leadership, interpersonal, and problem-solving skills
• Relevant internship experience or leadership in school or community organizations
• Highly motivated individual with a passion for client service, an interest in financial advising, and a desire to obtain and pass the FINRA SIE
• Ability to thrive in a dynamic and collaborative work environment, but also work well independently
• Ability to use your interpersonal skills to successfully build relationships over the phone and in person with others

Preferred qualifications, capabilities, and skills:

• Experience in finance or other finance-related courses is a plus
• Preferred minimum GPA of 3.2 out of 4.0

1. To be considered for the Financial Advisor Development Program you must submit a complete and thoughtful application, which includes your resume, and location preference.
   • Your application and resume are a way for us to initially get to know you. It’s important to complete all relevant application questions, so we have as much information about you as possible. We will review your application to determine whether you meet the required criteria.
2. If you meet the minimum criteria for the application, 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.
   • HireVue is required, and your application will not be considered for further review until you have completed this step.
   • Applications will be reviewed on a rolling basis; we strongly encourage you to complete your HireVue video(s) within three days of receiving
3. We strongly encourage that you apply and complete these required elements as soon as possible, since programs will close as positions are filled.

• Manage all client queries in relation to ETF Basket Valuations.
• Participate in industry working groups and initiatives.
• Stay updated on developments in the broader ETF ecosystem.
• Reconcile accurately and efficiently against all core controls and procedures for all relevant ETF deliveries.
• Develop new ways to enhance our operating model and work directly with tech teams to implement risk-reducing processes.
• Execute routine transactions related to fund servicing, ensuring accuracy and compliance with established policies and procedures.
• Collaborate with operations to streamline processes and enhance efficiency in fund servicing operations.
• Foster a collaborative environment by leveraging emotional intelligence skills to build trusting relationships with peers, managers, and stakeholders.
• Propose and implement improvements to current working methods, contributing to the efficiency and resilience of our operating platform.

• Demonstrated expertise in fund servicing operations, with at least one plus year of experience focusing on basket operations or fund accounting, evidenced by successful execution of related tasks and responsibilities.
• Advanced emotional intelligence skills, with a track record of building trusting relationships and fostering collaboration in a professional setting.
• Experience in proposing and implementing process improvements, with a focus on enhancing efficiency and resilience in an operational environment.
• Proven ability to apply active listening and questioning techniques to understand and address client needs effectively.
• Strong managerial skills.
• Strong analytical, prioritization, organizational, and time management skills.
• Ability to be effective in a global operating environment and a matrix management organization.
• Ability to build and maintain effective working relationships with clients and counterparties.
• Excellent customer service skills with attention to detail.
• Results-oriented; ability to create and sustain a target-guided environment.

Preferred qualifications, capabilities, and skills

• Advanced Excel skills, VBA, etc.
• Strong knowledge of complex corporate actions and dividend income.
• ETF cash component expertise.

Work hours are 12:30 - 9pm.