2026 guggenheim securities investment banking analyst – atlanta business services

2026 guggenheim securities investment banking analyst – atlanta business services Jobs in New York

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analyst, financial business intelligence

investment banker

JPMorganChase

<div><b>JOB DESCRIPTION</b><p><br>
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
</p><p>As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase&rsquo;s affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
</p><p><b>Job responsibilities</b></p><ul>
<li>Shares the value of Chase Private Client with clients that may be eligible</li>
<li>Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs</li>
<li>Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs</li>
<li>Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week</li>
<li>Adheres to policies, procedures, and regulatory banking requirements</li></ul><p><b>
Required qualifications, capabilities, and skills</b></p><ul>
<li>Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships</li>
<li>1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation</li>
<li>Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role</li>
<li>Compliance with Dodd Frank/Truth in Lending Act*</li>
<li>High school degree, GED, or foreign equivalent</li>
<li>Adherence to policies, procedures, and regulatory banking requirements</li>
<li>Ability to work branch hours, including weekends and some evenings
</li></ul><p><b>Preferred qualifications, capabilities, and skills</b></p><ul>
<li>Excellent communication skills</li>
<li>College degree or military equivalent</li>
<li>Experience cultivating relationships with affluent clients</li>
<li>Strong team orientation with a commitment of long-term career with the firm</li></ul><p>
</p><p><b>Dodd Frank/Truth in Lending Act</b></p><p>
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.</p><p>
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
</p><p>Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: https://mortgage.nationwidelicensingsystem.org/Safe/SitePages/default.aspx</p>
<b>ABOUT US</b><p><br>
Chase is a leading financial services firm, helping nearly half of America&rsquo;s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
</p><p></p><p>We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
</p><p></p><p>We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants&rsquo; and employees&rsquo; religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.</p><p></p><p>
Equal Opportunity Employer/Disability/Veterans</p><br>
<br>
<br>
<b>ABOUT THE TEAM</b><br>
<div>
Our Consumer &amp; Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We&rsquo;re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions &ndash; all while ranking first in customer satisfaction.</div><div><br>
<br>
</div><div>We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.</div></div>

Private Client Banker - Broadway & 96th - New York, NY

Oppenheimer Holdings

<div><p><b>Who We Are:</b></p>
<p>Oppenheimer &amp; Co. Inc. (&ldquo;Oppenheimer&rdquo;) is a leading middle-market investment bank and full-service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity &amp; fixed income research, market making, trust services and investment advisory and asset management services.</p>
<p>Our Investment Banking Team is committed to providing in-depth industry knowledge and delivering innovative, market-based strategies to clients in all major industries, with a specific focus on Technology, Media and Communications, Consumer and Retail, Financial Institutions, Healthcare, Industrial Growth and Services, Energy, Rental Services as well as Transportation and Logistics. Oppenheimer advises clients across strategic and financial matters, including capital raising, capital structure, mergers and acquisitions, restructuring and special situation advisory, in partnership with our product partners. This combination of industry and product groups enables the firm to deliver advice, strategies and capital with a universal banking approach to our targeted client &ndash; high growth, entrepreneurial, middle market companies.</p>
<p><b>Job Description</b></p>
<p>Our Financial Institutions team is actively looking for an experienced Analyst for our New York office. The candidate will be working closely with senior members of the Financial Institutions Group with opportunities to gain exposure to both sell side and buy side advisory as well as underwriting and placing equity and debt offerings for public and privately held companies.</p>
<p><b>Responsibilities:</b></p>
<ul><li>Preparing client presentations, drafting offering memoranda, preparing internal committee memoranda, preparing management and board presentations and other materials for senior bankers as required</li>
<li>Transaction execution involving direct client interaction and communication</li>
<li>Managing client due diligence processes</li>
<li>Conducting extensive financial modeling and valuation</li>
<li>Assessing industry research and trends</li>
</ul>
<p><b>Qualifications:</b></p>
<ul><li>At least 2 years of experience in investment banking, primarily Financial Institutions related</li>
<li>Strong Microsoft Excel skills essential</li>
<li>Strong verbal and written communication skills</li>
<li>Elevated attention to detail and consistency in work product
</li><li>Strong work ethic and team player</li>
<li>Organized and proactive
</li><li>Dealogic, CapIQ, Bloomberg and MS Office suite knowledge strongly preferred</li>
<li>Series 63, 79 FINRA licenses and Securities Industry Essentials (SIE) Exam required at time of hiring or shortly thereafter</li>
</ul>
<p><b>Compensation:</b></p>
<p>For job postings in New York City, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to New York and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $100,000.00 - $110,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.</p></div>

Investment Banking Analyst - Financial Institutions

<div><p><b>Who We Are:</b></p>
<p>Oppenheimer &amp; Co. Inc. (&ldquo;Oppenheimer&rdquo;) is a leading middle-market investment bank and full-service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity &amp; fixed income research, market making, trust services and investment advisory and asset management services.</p>
<p>Our Investment Banking Team is committed to providing in-depth industry knowledge and delivering creative, market-based strategies to clients in all major industries, with a specific focus on Consumer and Retail, Energy, Financial Institutions, Healthcare, Industrial Growth and Services, Rental Services, Technology, Media and Communications as well as Transportation and Logistics. Our range of services include Equity Capital Markets, Debt Capital Markets, Mergers and Acquisitions as well as Debt Advisory &amp; Restructuring. This combination of industry and product groups enables the firm to deliver advice, strategies and capital with a universal banking approach to our targeted client &ndash; high growth, entrepreneurial, middle market companies.</p>
<p><b>Job Description</b></p>
<p>Our Financial Institutions team is actively looking for an experienced Associate for our New York office. The candidate will be working closely with senior members of the Financial Institutions Group with opportunities to gain exposure to both sell side and buy side advisory as well as underwriting and placing equity and debt offerings for public and privately held companies.</p>
<p><b>Responsibilities:</b></p>
<ul><li>Preparing client presentations, drafting offering memoranda, preparing internal committee memoranda, preparing management and board presentations and other materials for senior bankers as required</li>
<li>Transaction execution involving direct client interaction and communication</li>
<li>Managing client due diligence processes</li>
<li>Conducting extensive financial modeling and valuation</li>
<li>Assessing industry research and trends</li>
</ul>
<p><b>Qualifications:</b></p>
<ul><li>At least 2 years of experience in investment banking, primarily Financial Institutions related</li>
<li>Strong Microsoft Excel skills essential</li>
<li>Strong verbal and written communication skills</li>
<li>Elevated attention to detail and consistency in work product
</li><li>Strong work ethic and team player</li>
<li>Organized and proactive
</li><li>Dealogic, CapIQ, Bloomberg and MS Office suite knowledge strongly preferred</li>
<li>Series 63, 79 FINRA licenses and Securities Industry Essentials (SIE) Exam required at time of hiring or shortly thereafter</li>
</ul>
<p><b>Compensation:</b></p>
<p>For job postings in New York City, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to New York and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $150,000.00 - $160,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.</p></div>

Investment Banking Associate - Financial Institutions

Piper Sandler

<div><p><b>Job Description:</b></p><p></p><p>
At Piper Sandler, we connect capital with opportunity to build a better future.</p><p></p><p>
We believe that diverse teams with unique backgrounds, skills and experiences yield more innovative solutions. This is reflected in our commitment to engage, hire, and retain bright, committed people to work in partnership within an inclusive environment that allows each person to achieve personal success and add value to our teams and communities.</p><p></p><p>
We are currently looking for an experienced Investment Banking Associate for our Healthcare Biopharma team in New York, NY.</p><p></p><p>
This role offers a significant opportunity for an ambitious professional to join our strategically expanding Biopharma Investment Banking team. You will play a pivotal role in executing high-profile transactions and providing critical strategic and financial advice to leading public and private companies within the sector.</p><p></p><p><b>
Key Responsibilities</b></p><ul><li><p><b>
Client Engagement:</b> Serve as a key contact for select clients, fostering impactful relationships and contributing to client coverage.</p></li><li><p><b>
Marketing &amp; Client Materials:</b> Develop compelling marketing materials for company sale and financing assignments.</p></li><li><p><b>
Due Diligence:</b> Actively participate in due diligence processes and drafting</p></li><li><p>
sessions for public offerings.</p></li><li><p><b>
Business Development:</b> Assume increasing responsibilities in new business development initiatives over time.</p></li><li><p><b>
Transaction Execution:</b> Lead and support the execution of M&amp;A, equity, equity-linked, and debt transactions.</p></li><li><p><b>
Financial Analysis:</b> Prepare comprehensive strategic and M&amp;A analyses, detailed company valuations, and financial models.</p></li></ul><p></p><p><b>
Impact &amp; Growth Opportunities</b></p><p>
As a core member of our team, you will gain extensive sector expertise and in-depth transaction experience. This position provides direct exposure to senior bankers and C-suite executives, offering unparalleled mentorship and the opportunity to develop lasting client relationships. You will be instrumental in advising some of the most relevant companies in the Biopharma landscape, directly contributing to their strategic growth and capital market activities.</p><p></p><p><b>
Team Culture &amp; Leadership</b></p><p>
We seek an individual who will demonstrate professional and cultural leadership, contributing to a highly collaborative team environment. Our culture thrives on a commitment to excellence, integrity, and mentorship, fostering an atmosphere where every team member is empowered to succeed and contribute meaningfully. Learn more about the team here.</p><p></p><p>
Attracting only the very best professionals has been and will continue to be a key element of our success. We are focused on hiring candidates with genuine potential and interest for advancement within our firm. A successful candidate will possess the following characteristics:</p><ul><li><p>
Minimum 3 to 5 years of Investment Banking with in depth focus on Mergers &amp; Acquisition transaction experience</p></li><li><p>
Deep understanding and passion for healthcare, biotechnology, biopharma or other relevant work experience</p></li><li><p>
BA/BS/MS or an advanced degree in life sciences (MD, PharmD, PhD) is a plus</p></li><li><p>
Excellent written and verbal communication skills, including ability to develop internal and external relationships</p></li><li><p>
Strong knowledge of accounting and M&amp;A deal modeling experience</p></li><li><p>
Highly motivated, team player with strong attention to detail and an ability to learn in a fast-paced environment</p></li></ul><p></p><p>
As a leading investment bank, we enable growth and success for our clients through deep sector expertise, candid advice and a differentiated, highly productive culture.</p><p></p><p>
Our investment banking clients have access to unparalleled guidance through our deep product and sector expertise and ready access to global capital. We take pride in providing our clients with thoughtful advice and diligent execution, no matter the economic environment. Our investment banking group partners with corporate clients and financial sponsors to provide advisory and financing services related to mergers and acquisitions, equity and debt capital markets, private placements, restructuring and corporate &amp; venture services. We offer in-depth knowledge and industry relationships in our core sectors of healthcare, chemicals, consumer, diversified industrials &amp; services, energy &amp; power, financial services and technology. Learn more about our investment banking team here.</p><p></p><p>
Piper Sandler values a strong culture dedicated to the emotional and physical well-being of our employees. Learn more about our commitment to our employee&rsquo;s health, well-being, our benefits program and how we are here for our employees and their families today, tomorrow and beyond here.</p><p></p><p>
The anticipated starting salary range for New York-based individuals expressing interest in this position is $135,000 - $225,000 per year. Placement within this range is dependent upon level of experience. This position is eligible for annual incentive compensation which will be a part of the total compensation. Total compensation for this position will be competitive with the market.</p><p></p><p>
All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, sexual orientation, gender identity, national origin, disability, age, marital status, status as a protected veteran or status with regard to public assistance.</p><p></p><p>
#LI-AH1</p></div>

Investment Banking Associate - Healthcare Biopharma

Guggenheim Partners

<div><div>Job Description:</div><div></div><div>
We are seeking an exceptional Analyst to join our Investment Banking team in Atlanta. This analyst will join our highly collaborative team responsible for providing advisory services to private equity firms and corporate clients with an emphasis on sell-side M&amp;A advisory engagements. The team focuses on high growth segments of the market, including Business and Technology Services. Analysts will have the opportunity to work with colleagues across M&amp;A advisory team, including Boston, Chicago, and New York.</div><div></div><div>
Guggenheim offers an unparalleled opportunity to work as part of small transaction teams on major strategic assignments providing meaningful exposure to senior bankers and client representatives. Candidates should be top performers who are willing to work hard in an unstructured environment where initiative, creativity, maturity, and enthusiasm for learning are highly valued.</div><div></div><div>
Analysts become important members of our deal teams and work on a variety of interesting strategic advisory assignments. You will have significant exposure to senior bankers and client representatives as well as the ability to create meaningful relationships with junior bankers.</div><div></div><div>
In a client services business like ours, our team members are the product, the service and the offering. We will provide best-in-class Investment Banking training&mdash;formal and hands-on&mdash;as you develop your professional toolkit: M&amp;A process management, business acumen, financial analysis, data analysis, soft-selling and presentation skills, professional communication (verbal, written and virtual), negotiations, and more.</div><div></div><div>
Essential Job Functions</div><ul><li><div>
Support deal teams in developing, maintaining and using financial models</div></li><li><div>
Perform financial and valuation analysis such as discounted cash flow analysis, multiple valuation analysis</div></li><li><div>
Perform company and industry research and gain in-depth understanding of sector trends, client challenges and strategies in order to develop innovative and creative solutions for our clients</div></li><li><div>
Prepare client presentations and interacting with senior bankers, clients, lawyers and accountants</div></li><li><div>
Develop an in depth understanding of M&amp;A deal processes</div></li></ul><div></div><div>
Preferred Qualifications</div><ul><li><div>
Commitment to meet the demands of high volume and high-end client services</div></li><li><div>
Effective communicator &ndash; verbal, written and virtual</div></li><li><div>
Excellent analytical skills and attention to detail</div></li><li><div>
Strong interest in problem solving and client services</div></li><li><div>
Resourcefulness, intellectual curiosity, enthusiasm and a genuine interest in finance</div></li><li><div>
Desire to join a rapidly growing, entrepreneurial platform</div></li><li><div>
Demonstrable experience with Microsoft Excel, PowerPoint and Outlook</div></li><li><div>
Significant level of maturity and the ability to work under pressure as a part of a small team with top company executives and senior management</div></li><li><div>
Highly organized, with the initiative and ability to multitask and work with limited supervision on a team</div></li></ul><div></div><div>
Basic Qualifications</div><ul><li><div>
Must be on track to receive Bachelors, Masters or equivalent degree in Dec. 2025 or Spring 2026.</div></li></ul><div></div><div>
Salary Details</div><ul><li><div>
A salary based on an annual rate of $110,000 per year.</div></li></ul><ul><li><div>
The base salary amount represents the anticipated salary for this position. Actual base salaries may vary depending on factors such as location and experience. The salary listed reflects base salary only, and the total compensation package may include other components such as incentive compensation.</div></li></ul><div></div><div>
About Us:</div><div></div><div>
Guggenheim Securities is the investment banking and capital markets business of Guggenheim Partners, a global investment and advisory firm. Guggenheim Securities offers services that fall into four broad categories: Advisory, Financing, Sales and Trading, and Research. Guggenheim Securities is headquartered in New York, with additional offices in Chicago, Boston, Atlanta, San Francisco, and Houston.</div><div></div><div>
For more information, please visit GuggenheimSecurities.com, follow us on LinkedIn or contact us at GSIBCampusRecruiting@guggenheimpartners.com or 212.518.9200.</div></div>

2026 Guggenheim Securities Investment Banking Analyst – Atlanta Business Services

<div><b>JOB DESCRIPTION</b><p><br>
Join the exciting world of Affluent Banking &ndash; covering Chase Private Client and J.P. Morgan Private Client. The Affluent Product Enablement team supports the two Affluent segments of the client continuum. On this team, you&rsquo;ll play a strategic role in defining the product suite and banker experience for these businesses, in partnership with business and functional partners.</p><p>
As a Senior Product Associate in Affluent Product Enablement, you&rsquo;ll be responsible for helping to solve complex problems and introduce new business ideas. You&rsquo;ll take solutions from problem statements, through ideation, discovery, build and rollout &ndash; partnering with cross-functional stakeholders to drive solutions and progress.</p><p>
In this role, you&rsquo;ll gain experience across multiple subjects and domain areas, with exposure to the full breadth of the priorities supporting the expansion of the Affluent segment. You will also play a role in presenting our defined problem statements and solution sets to our executives and our field &ndash; mastering the art of storytelling.</p><p><b>
Job responsibilities</b></p><ul><li>
Partners with the Product Manager to identify new product opportunities that reflect the needs of our customers and the market through user research and discovery
</li><li>Considers and plans for upstream and downstream implications of new product features on the overall product experience
</li><li>Supports the collection of user research, journey mapping, and market analysis to inform the strategic product roadmap and provide insight on potential product features that provide value to customers
</li><li>Analyzes, tracks, and evaluates product metrics including work to time, cost, and quality targets across the product development life cycle
</li><li>Leads the solutioning of discrete problem statements from ideation through launch
</li><li>Works with Design and Product teams to design fit for purposes solutions
</li><li>Considers and plans for upstream and downstream implications of new product features on the overall product experience</li><li>
Writes the requirements, epics, and user stories to support product development
</li><li>Provides executive level updates on book of work progress and accomplishments</li><li>
Engages with cross-functional stakeholders to deliver capabilities; including training and readiness activities
</li><li>Works with partners to assess value of solutions and inform enhancement</li></ul><p><b>
Required qualifications, capabilities, and skills</b></p><ul><li>
3+ years of experience or equivalent expertise in product management or a relevant domain area</li><li>
Proficient knowledge of the product development life cycle</li><li>
Experience in product life cycle activities including discovery and requirements definition</li><li>
Developing knowledge of data analytics and data literacy
</li><li>Proficiency in Microsoft Office suite
</li><li>Ability to manage complex projects with multiple stakeholders and dependencies</li></ul><p><b>
Preferred qualifications, capabilities, and skills</b></p><ul><li>
Experience with developing executive-level presentations
</li><li>Bachelor&rsquo;s degree
</li></ul><p></p><b>ABOUT US</b><p><br>
Chase is a leading financial services firm, helping nearly half of America&rsquo;s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
</p><p></p><p>We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
</p><p></p><p>We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants&rsquo; and employees&rsquo; religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.</p><p></p><p>
Equal Opportunity Employer/Disability/Veterans</p><br>
<br>
<br>
<b>ABOUT THE TEAM</b><br>
<div>
Our Consumer &amp; Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We&rsquo;re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions &ndash; all while ranking first in customer satisfaction.</div><div><br>
<br>
</div><div>We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.</div></div>

Senior Product Associate - Affluent Product Enablement

RUSSELL INVESTMENTS

<div><div>Business Unit:</div>
Investment Division<div><br>
Salary Range:</div>
$85,000 USD - $118,000 USD<div></div><div>
Specific compensation will be based on candidate&rsquo;s experience, skills, qualifications, commercial considerations, and other job-related factors permitted by law. At Russell Investments, salary is just one part of our compensation package. Our total rewards approach includes an annual performance bonus (subject to eligibility criteria) in addition to participation in our competitive benefits programs including healthcare, retirement, vacation, and wellbeing programs.</div><div><br>
Job Description:</div><div><div>
We are seeking a highly capable and motivated Senior Portfolio Analyst to join our Multi-Asset team within the global Investment Division. This role is designed to elevate our execution in portfolio construction, dynamic management, and trading support. You will work closely with Portfolio Managers, investment strategists, and traders to support investment implementation, performance analysis, and portfolio oversight across a range of multi-asset mandates.</div></div><div></div><div><div>
The ideal candidate brings hands-on experience with strong technical and analytical capability, and a passion for investment markets. This is a unique opportunity to shape how we manage portfolios and execute across global client accounts.</div></div><div></div><div><div>
This hire is expected to bring a high level of ownership, breadth, and flexibility to the team.</div></div><div></div><div><div><br>
Core Responsibilities</div></div><div><div>
Portfolio Management &amp; Investment Execution</div></div><div><ul><li><div>
Collaborate with PMs to support day-to-day investment management, including dynamic rebalancing, fund transitions, tactical overlays, and model implementation.</div></li></ul></div><div><ul><li><div>
Provide direct support to the trading function, including preparing trade instructions, reviewing blotters, and monitoring pre/post-trade execution quality.</div></li></ul></div><div><ul><li><div>
Maintain and enhance portfolio monitoring frameworks: exposures, risk metrics, policy compliance, and performance diagnostics.</div></li></ul></div><div><ul><li><div>
Work with investment tools and data platforms to streamline oversight of portfolio positioning and risk exposures.</div></li></ul></div><div><ul><li><div>
Manager Research &amp; Selection</div></li></ul></div><div><ul><li><div>
Support the evaluation and ongoing monitoring of third-party investment managers.</div></li></ul></div><div><ul><li><div>
Participate in quarterly manager review calls and contribute to data analysis that informs manager selection and retention decisions.</div></li></ul></div><div><ul><li><div>
Develop materials that translate manager positioning and market views into portfolio context.</div></li></ul></div><div><ul><li><div>
Risk &amp; Performance Analytics</div></li></ul></div><div><ul><li><div>
Conduct attribution analysis (returns- and holdings-based), scenario testing, and diagnostics across portfolios to assess sources of return and key risks.</div></li></ul></div><div><ul><li><div>
Assist in developing tools and dashboards to enhance investment decision-making and risk governance.</div></li></ul></div><div><ul><li><div>
Partner with internal stakeholders to continuously improve how we capture and act on performance insights.</div></li></ul></div><div><ul><li><div>
Client Reporting &amp; Support</div></li></ul></div><div><ul><li><div>
Prepare and review recurring client materials (e.g., quarter-end commentary, performance reviews), ensuring clarity, accuracy, and narrative consistency.</div></li></ul></div><div><ul><li><div>
Support ad hoc client queries and special requests with thoughtful, data-driven analysis.</div></li></ul></div><div><ul><li><div>
Liaise with sales and client service teams to ensure alignment between investment decisions and client-facing materials.</div></li></ul></div><div><ul><li><div>
Process Improvement &amp; Infrastructure</div></li></ul></div><div><ul><li><div>
Identify and implement opportunities to improve workflow efficiency across trading, reporting, and investment implementation processes.</div></li></ul></div><div><ul><li><div>
Partner with tech and ops teams to evolve data infrastructure and automation in service of investment insights.</div></li></ul></div><div><ul><li><div>
Serve as a connective point between Mumbai-based analysts and onshore investment staff to ensure continuity and alignment in execution.</div></li></ul></div><div></div><div><div>
Qualifications &amp; Characteristics</div></div><div><div>
Required:</div></div><div><ul><li><div>
Bachelor&rsquo;s degree in a relevant field (Finance, Economics, Mathematics, Engineering, or similar).</div></li></ul></div><div><ul><li><div>
5+ years of relevant investment experience, ideally in multi-asset portfolio management or portfolio analysis.</div></li></ul></div><div><ul><li><div>
Demonstrated experience working closely with portfolio managers or traders in a hands-on capacity.</div></li></ul></div><div><ul><li><div>
Deep analytical skills with exposure to asset allocation, risk modeling, manager evaluation, and investment implementation.</div></li></ul></div><div><ul><li><div>
Proven ability to produce clear, reliable, and insightful investment analysis under deadline.</div></li></ul></div><div><ul><li><div>
Fluency in Microsoft Excel and familiarity with data systems (e.g., Bloomberg, FactSet, or equivalent).</div></li></ul></div><div><ul><li><div>
Preferred:</div></li></ul></div><div><ul><li><div>
Exposure to or interest in quantitative methods, including performance attribution, optimization, or portfolio construction techniques.</div></li></ul></div><div><ul><li><div>
Programming experience (e.g., Python, R, SQL, VBA) is a strong plus, or a willingness to learn.</div></li></ul></div><div><ul><li><div>
CFA designation or enrollment in the CFA program.</div></li></ul></div><div></div><div><div>
Soft Skills:</div></div><div><ul><li><div>
Highly organized and accountable with a bias for action and follow-through.</div></li></ul></div><div><ul><li><div>
Strong verbal and written communication skills; able to translate technical concepts into intuitive narratives.</div></li></ul></div><div><ul><li><div>
Collaborative team player with the flexibility to support across workstreams and time zones.</div></li></ul></div><div><ul><li><div>
Proactive, intellectually curious, and driven to improve systems and outcomes.</div></li></ul></div><div></div><div><div>
Why Join Us?</div></div><div><div>
This is a rare opportunity to join a high-performing team that sits at the core of Russell Investments&rsquo; multi-asset and OCIO offering. The role offers the scope to work across asset classes, strategies, and stakeholders&mdash;with meaningful exposure to client portfolios, real-time investment decisions, and strategic innovation. You'll work closely with a senior, experienced team (including Portfolio Managers, trading leads, and global analyst groups) and have the opportunity to shape how we manage, monitor, and improve investment portfolios for some of the world&rsquo;s most sophisticated asset owners.</div></div><div></div><div><i>
This role is not eligible for employment-based immigration sponsorship. Applicants must be legally authorized to work in the United States without employer sponsorship, now or in the future.</i></div><div></div><div>
Equal Employment Opportunity</div><div>
Russell Investments is committed to providing equal employment opportunities for all associates and employment applicants regardless of race, religion, ancestry, creed, color, gender (including gender identity which refers to a person's actual or perceived sex, and includes self-image, appearance, behavior or expression, whether or not different from that traditionally associated with a person's biological sex), age, national origin, citizenship status, disability, medical condition, military status, veteran status, marital status, sexual orientation, past or present unemployment status , or any other characteristic protected by law.</div></div>

Senior Portfolio Analyst

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