As a JPMorgan Wealth Management Analyst you will be joining the Portfolio Management team that is dedicated to portfolio health across Securities Based Lending (SBL) and Custom lending in Wealth Management Operations. The fast paced environment of this team is focused on research, identification, and resolution of portfolio exceptions while maintaining the health of the portfolio. Partnership with key stakeholders is necessary to drive consistency and maintain effective controls.

This position is focused specifically with JPMWM SBL. This role will work closely with key stakeholders within JPMWM to effectively manage the portfolio.

Job Responsibilities:

Manage portfolio exceptions of JPMWM SBL clients
Lead weekly portfolio management calls with Lending Solutions and JPMWM Credit Risk
Review and assist with resolution of margin calls with JPMWM Advisors
Work with the estates team to manage pipeline and ensure timely resolution
Partner with SBL origination, Annual Review, and JPMWM advisors for escalations and any items that may require their action
Identification of operational gaps and ensure resolution

Required qualifications, capabilities, and skills:

General understanding of credit products/commercial lending concepts
Proficiency in Microsoft, Excel, Word, PowerPoint, and Outlook
Strong analytical and problem-solving skills
Excellent communication, presentation, and personal skills
Ability to think critically and multi-task
Perform tasks with limited supervision

Preferred qualifications, capabilities, and skills:

Preferred Bachelor’s degree in a business-related field
Candidates should have 3-5 years of private banking/asset management and credit/lending experience
General understanding of financial markets and securities industry

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About the company

JPMorganChase

Company overview

JPMorganChase is a global financial services group that operates consumer banking under the Chase brand and wholesale banking under the J.P. Morgan brand. JPMorganChase serves retail customers, small businesses, corporates, governments, and institutional investors across products like payments, lending, markets, investment banking, and asset and wealth management. JPMorganChase also runs large technology and operations organisations that support these businesses at scale. JPMorganChase reports operations worldwide and employs hundreds of thousands of people globally.

Locations and presence

JPMorganChase operates globally, with major early-career hiring hubs across the United States, the United Kingdom, and Asia-Pacific (including large operations and technology sites). For many corporate roles, JPMorganChase moved to a more office-based model from March 2025 for staff previously on hybrid schedules, and some functions remain location-tied.

Palpable Score

76.4

/ 100

JPMorganChase is one of the most accessible big-name employers for graduates because JPMorganChase runs a very wide set of internships, analyst programmes, and apprenticeships across business, operations, and technology. The trade-off is that the recruitment experience can feel heavy and variable by division, and the overall work model is more office-first than many peers. Early-career progression looks credible through rotations, cohort programmes, and a faster analyst-to-associate track in some areas, but JPMorganChase does not publish consistent conversion and retention metrics by programme.

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