Market Analyst jobs in United States, Ohio, Columbus

Job Description:

Job Description:
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings.

This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.

Responsibilities:

• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions

• Recommends banking and investments strategies that align with client financial goals and needs

• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds

• Mitigates and controls risk as part of daily activities

• Identifies and engages potential new clients through referrals or financial center clientele

• Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended

Required Qualifications

• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days.

• Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.

• Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.

• Sets and accomplishes goals, achieving whatever you put your mind to.

• Builds and nurtures strong relationships.

• Collaborates effectively with others to get things done.

• Communicates effectively and confidently and is comfortable engaging all clients.

• Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.

• Likes to learn, adapts to new information and seeks the right solutions for clients.

• Efficiently manages your time and capacity.

• Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for

Desired Qualifications

• Bilingual Proficiency - Spanish/English

• Strong computer skills with an ability to multitask in a demanding environment.

• At least three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded.

• Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).

• Obtained your insurance licenses.

Skills:

• Account Management

• Advisory

• Client Experience Branding

• Customer and Client Focus

• Oral Communications

• Active Listening

• Attention to Detail

• Client Solutions Advisory

• Issue Management

• Pipeline Management

• Causation Analysis

• Client Management

• Policies, Procedures, and Guidelines

• Risk Management

• Written Communications

High School Diploma / GED / Secondary School or equivalent

The Portfolio Manager will have the following responsibilities:

• Implementation of portfolio construction based on Strategy team's calls and investment vehicle selection
• Maintain knowledge of the investment solutions utilized throughout Private Banking, including, mutual funds, exchange traded funds, structured notes, hedge funds, and separately managed accounts
• Maintain knowledge of each account's unique requirements and sensitivities
• Review and trade portfolios, manage orders and execute trades across managed account business including the following: New account initial investing and phase inTimely implementation of strategic and tactical shifts when announced by Portfolio Construction
• Monitoring cash and security activity in clients’ accounts
• Liquidating accounts
• Monitoring accounts for model drift and strategy deviation
• Relationship management with internal clients (client facing teams)
• Work with various internal partners to complete business initiatives

Key Competencies:

• Bachelor's degree in a finance - related discipline with a minimum 3.3/4.0 GPA. CFA or progress toward attaining CFA designation preferred, but not required
• 1-2 years’ work experience in financial services industry with Private Wealth Management experience preferred
• Demonstrated solid understanding of investments with keen interest in broadening knowledge of portfolio management
• Demonstrated track record of building relationships with internal and external partners
• Prior experience operating within a risk framework

Job responsibilities

• Executes creative software solutions, design, development, and technical troubleshooting with ability to think beyond routine or conventional approaches to build solutions or break down technical problems
• Develops secure high-quality production code, and reviews and debugs code written by others
• Identifies opportunities to eliminate or automate remediation of recurring issues to improve overall operational stability of software applications and systems
• Leads evaluation sessions with external vendors, startups, and internal teams to drive outcomes-oriented probing of architectural designs, technical credentials, and applicability for use within existing systems and information architecture
• Leads communities of practice across Software Engineering to drive awareness and use of new and leading-edge technologies
• Adds to team culture of diversity, opportunity, inclusion, and respect

Required qualifications, capabilities, and skills

• Formal training or certification on software engineering concepts and 5+ years applied experience.
• Hands-on practical experience delivering system design, application development, testing, and operational stability
• Experience programming languages like Java is a must, SQL and React.js and understand software development best practices
• Hands-on experience in RDBMS; Oracle or PostgresSQL
• Proficiency in automation and continuous delivery methods
• Hands-on experience in AWS EC2, AWS Lambda, AWS KMS, AWS ECS, AWS EKS, AWS S3, EMR, Athena, SQS, EventBridge, PostgresSQL
• Hands-on experience with Cloud Infrastructure Provisioning Tools like Terraform & Cloud Formation etc
• Proficient in all aspects of the Software Development Life Cycle
• Experience of agile methodologies such as CI/CD, Application Resiliency, and Security
• Experience in software applications and technical processes within a technical discipline (e.g., cloud, artificial intelligence, machine learning, mobile, etc.)
• Experience working of the financial services industry and their IT systems
  

• Familiarity with modern front-end technologies
• Certifications in target areas (Cloud/Kubernetes/IaC etc)
• Understanding of the Payments processing in a Bank

As an Asset & Wealth Management Risk Summer Analyst in J.P. Morgan, you will have the opportunity to collaborate with industry experts to identify, assess, and manage risks facing the Bank and our clients. You will make meaningful professional contributions while developing your expertise and technical skills in a dynamic team environment. We value your diverse perspective to help us innovate the next wave of products and solutions for our clients. You will work under the guidance of mentors and a supportive team to help you learn and grow.

Job Responsibilities:

• Collaborate with industry experts to identify, assess, and manage risks facing the Bank and our clients.
• Make meaningful professional contributions while developing your expertise and technical skills in a dynamic team environment.
• Contribute your diverse perspective to help us innovate the next wave of products and solutions for our clients.
• Work under the guidance of mentors and a supportive team to help you learn and grow.
• Develop innovative ideas to help our business.
• Network with industry leaders, access best-in-class training, and learn how our businesses work together to provide excellent customer service.
• Sharpen your technical skills, and finance and accounting principles.

Required Qualifications, Capabilities, and Skills:

• Pursuing a Bachelor’s or Master’s degree.
• Graduation date of December 2026 - June 2027.
• 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.)

Our Locations:

• Credit Risk (Columbus, OH): Oversees risk to earnings or capital arising from a borrower’s failure to meet the terms of a loan agreement. Analysis of client financial statements is key in determining credit risk.
• Wealth Management Investment Risk & Analytics (Columbus, OH): Oversees investment, fiduciary, and suitability risks in offering investment solutions to Wealth Management clients.
• Asset Management Risk (New York, NY): Oversees and monitors investment, counterparty, and liquidity risks relating to client investments.

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.

As a Summer Analyst in the Chase Leadership Development Program (CLDP), you will participate in a vigorous 9-week introduction to our Full-time Program. The summer is centered on providing you a comprehensive look at Chase, with our Summer Analysts focused on m

As a CLDP Summer Analyst at JPMorgan Chase, you will have access to training opportunities structured to enhance your business acumen while further developing your professional and technical skills. You will be provided with a strong support network consisting of a dedicated program manager, mentors, and senior leaders who are invested in your success during your internship. Frequent manager feedback, coaching, and peer mentoring sessions aimed at celebrating your personal brand will allow you to build your network in an effective manner. Successful completion of CLDP Summer Analyst Program may result in an offer of employment into our CLDP Full-time (2-year rotational) program.

Job responsibilities:

• Utilizing data analytics to measure operational effectiveness, support risk/reward related business decisions, as well as assess and forecast profit

• Driving product development through the lifecycle – testing, iterating, measuring, and marketing new and developing features

• Overseeing project management efforts for high visibility of our brands, inclusive of marketing & media initiatives

• Evaluating and quantifying business strategies in line with regulatory controls

• Developing innovative solutions to key business cases by collaborating as needed across business, product areas, and functions (ex: Engineering, Brand, Legal, Compliance, Finance, UX Design, etc.)

Required qualifications, capabilities, and skills:

• Pursuing aB.A., B.S., or 5^thyear M.A. or M.S. degree with expected graduation of December 2026 through June 2027

• Proficient in Microsoft Excel and Word

• Exceptional analytical, interpersonal and communication skills

• Excellent project management, problem solving, and collaboration skills

• Proactive, responsive team players who can thrive in a dynamic and changing collaborative environment

• Ability to demonstrate intellectual curiosity and a willingness to learn

• An interest in supporting innovative financial products and services of the future

Preferred qualifications, capabilities, and skills:

• Minimum GPA of 3.2 out of 4.0

• Coursework in Actuarial Science, Economics, Engineering, Finance, Mathematics, Operations Research, Statistics, Analytics, Information Systems, or Emerging Technology in Business a plus

To be eligible for this program, you must be authorized to work in the U.S.

1. To be considered for the Chase Leadership 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 require criteria.

2. If you meet the minimum criteria for the application, you will receive an email invitation to complete avideo 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

Join J.P. Morgan, a leader in asset and wealth management with over 200 years of expertise. Be part of a collaborative team where your unique perspective promotes innovation. Benefit from training, mentorship, and engaging projects in our nine-week program. Work with top professionals to shape decision-making and manage risk, with the potential for a full-time offer.

As a part of the 2026 Asset & Wealth Management Risk Full Time Analyst Program, you will collaborate with industry experts to identify, assess, and manage risks facing the Bank and our clients. You will make meaningful professional contributions while developing your expertise and technical skills in a dynamic team environment. You will contribute your diverse perspective to help us innovate the next wave of products and solutions for our clients. You will work under the guidance of mentors and a supportive team to help you learn and grow, developing innovative ideas to help our business.

Job Responsibilities:

• Collaborate with industry experts to identify, assess, and manage risks facing the Bank and our clients.
• Make meaningful professional contributions while developing your expertise and technical skills in a dynamic team environment.
• Contribute your diverse perspective to help us innovate the next wave of products and solutions for our clients.
• Work under the guidance of mentors and a supportive team to help you learn and grow.
• Develop innovative ideas to help our business.
• Network with industry leaders, access best-in-class training, and learn how our businesses work together to provide excellent customer service.
• Sharpen your technical skills, and finance and accounting principles.

There are opportunities available with the following groups:

• Credit Risk (Columbus, OH): Oversees risk to earnings or capital arising from a borrower’s failure to meet the terms of a loan agreement. Analysis of client financial statements is key in determining credit risk.
• Wealth Management Investment Risk & Analytics (Columbus, OH): Oversees investment, fiduciary, and suitability risks in offering investment solutions to Wealth Management clients.
• Asset Management Risk (New York, NY): Oversees and monitors investment, counterparty, and liquidity risks relating to client investments.

Required Qualifications, Capabilities, and Skills:

• Pursuing a Bachelor’s or Master’s degree.
• Graduation date of December 2025 - June 2026

Our Locations:

• Columbus, OH
• New York, NY

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.