Asset Management Analyst Jobs in Illinois
Asset Management Analyst jobs in Illinois are active and competitive, with demand concentrated in investment management, banking, real estate, and institutional finance across seniority levels from entry-level associates through senior portfolio analysts. Chicago anchors the market, with additional hiring in Naperville and Schaumburg, where firms like Northern Trust, Nuveen, and Morningstar maintain established analyst teams. The most sought-after specialties in Illinois include fixed income analysis, real estate asset management, and equity portfolio analytics. Find a role that fits below and apply directly.
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J.P. Morgan Asset & Wealth Management, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.
Job Summary
As a part of the Workplace Retirement team, you are responsible for distribution of JPMC's small market 401(k) solution in partnership with Chase Business Bankers. You will deliver a differentiated set of tools and insights that enable the individual to help their client's build stronger retirement plans that lead to better outcomes for participants.
Job Responsibilities
Drive 401(k) pipeline and sales growth in a specified geographic region in partnership with Chase Business Bankers to their small and micro market clients.
Engage with Bankers and their leaders to best align activities with shared goals to optimize business results through a collaborative partnership that promotes the benefits of JPMC 401(k) plan recordkeeping solutions, and develops strategic prospecting plans to grow territory sales.
Prepare and deliver client presentations in partnership with Bankers from Initial thru Finals stage, and offers guidance through the on-boarding process to ensure an optimal client implementation and/or transition experience.
Manages multiple facets of the sales process including meeting coordination, product comparisons, proposals, pipeline management, follow-up items/activities, etc.
Engage with bankers for effective client engagement from point-of-sale through the duration of the client relationship.
Partners with Client Advisor to ensure a collaborative and integrated approach to planning and managing the territory.
Assist in maintaining client relationships, collaborating with JP Morgan Relationship Managers and/or recordkeeper plan administration staff.
Required qualifications, capabilities and skills
2+ years of financial sales experience
Proven track record of success in selling Investment Management and/or Retirement plans and maintaining relationships
Proven success with multi-tasking and staying on top of priorities
Ability to learn and demonstrate industry and product knowledge by understanding the competition, the client and marketplace (technical expertise)
Capacity to build relationships across entire organization and with our partner firms (strength managing relationships)
Familiarity with financial markets, market terminology, capital markets history and a general understanding on the retirement space.
Excellent written and verbal communication skills
Ability to effectively leverage our resources
Required have or be able to obtain within the first 90 days Series 7; Series 63 (or 66)
Preferred qualifications, capabilities and skills
Bachelor's degree preferred
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.
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' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
ABOUT THE TEAM
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
J.P. Morgan Asset & Wealth Management, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.
Job Summary
As a part of the Workplace Retirement team, you are responsible for distribution of JPMC's small market 401(k) solution in partnership with Chase Business Bankers. You will deliver a differentiated set of tools and insights that enable the individual to help their client's build stronger retirement plans that lead to better outcomes for participants.
Job Responsibilities
Drive 401(k) pipeline and sales growth in a specified geographic region in partnership with Chase Business Bankers to their small and micro market clients.
Engage with Bankers and their leaders to best align activities with shared goals to optimize business results through a collaborative partnership that promotes the benefits of JPMC 401(k) plan recordkeeping solutions, and develops strategic prospecting plans to grow territory sales.
Prepare and deliver client presentations in partnership with Bankers from Initial thru Finals stage, and offers guidance through the on-boarding process to ensure an optimal client implementation and/or transition experience.
Manages multiple facets of the sales process including meeting coordination, product comparisons, proposals, pipeline management, follow-up items/activities, etc.
Engage with bankers for effective client engagement from point-of-sale through the duration of the client relationship.
Partners with Client Advisor to ensure a collaborative and integrated approach to planning and managing the territory.
Assist in maintaining client relationships, collaborating with JP Morgan Relationship Managers and/or recordkeeper plan administration staff.
Required qualifications, capabilities and skills
2+ years of financial sales experience
Proven track record of success in selling Investment Management and/or Retirement plans and maintaining relationships
Proven success with multi-tasking and staying on top of priorities
Ability to learn and demonstrate industry and product knowledge by understanding the competition, the client and marketplace (technical expertise)
Capacity to build relationships across entire organization and with our partner firms (strength managing relationships)
Familiarity with financial markets, market terminology, capital markets history and a general understanding on the retirement space.
Excellent written and verbal communication skills
Ability to effectively leverage our resources
Required have or be able to obtain within the first 90 days Series 7; Series 63 (or 66)
Preferred qualifications, capabilities and skills
Bachelor's degree preferred
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.
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' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
ABOUT THE TEAM
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
See All 51 Asset Management Analyst Jobs in Illinois
Find roles in Illinois that match your experience and apply in just a few clicks.
Find Asset Management Analyst JobsAsset Management Analyst Jobs by City in Illinois
Where Illinois roles are concentrated, by current openings.
Asset Management Analyst Job Market in Illinois
A snapshot from current Illinois openings, updated as new roles post.
Who's Hiring
- legalandgeneral10L
- JPMorganChase6
- Northern Trust5
- PwC2
- RL Canning2
Top Industries Hiring
- Banking & Financial Services
- Renewable Energy
- Accounting & Auditing
- Construction & Real Estate
- Investment & Asset Management
What Illinois Employers Look For
The qualifications that appear most often in asset management analyst jobs across Illinois.
- Bachelor's degree in finance, economics, or accounting from an accredited institution
- CFA designation or demonstrated progress toward CFA charterholder status
- Proficiency in Bloomberg Terminal, FactSet, or similar institutional data platforms
- Experience with portfolio analysis, financial modeling, and performance attribution reporting
- Strong command of Excel, including pivot tables, VBA macros, and data visualization tools
- Familiarity with Illinois regulatory and compliance frameworks for registered investment advisers
Asset Management Analyst Jobs in Illinois: Frequently Asked Questions
How do you become a asset management analyst in Illinois?
Most asset management analyst roles in Illinois require a bachelor's degree in finance, economics, or a related field, and many employers expect candidates to be working toward or to hold the CFA designation. Illinois does not issue a state license specifically for asset management analysts, but investment advisory firms operating in Illinois register with the Illinois Securities Department. Building experience through internships at Chicago-area asset managers, banks, or insurance companies significantly strengthens a candidate's path into the role.
How much do asset management analysts make in Illinois?
Asset management analysts in Illinois earn a median of about $101,180 a year, based on May 2025 Bureau of Labor Statistics wage data, ranging from around $64,700 for the lowest 10% to over $166,090 for the top 10%. Pay rises with experience, specialty, and employer.
Which companies hire asset management analysts in Illinois?
Employers hiring asset management analysts in Illinois right now include legalandgeneral, JPMorganChase, and Northern Trust, based on current listings on Migrate Mate as of October 2026. Chicago's concentration of global investment firms, insurance companies, and institutional asset managers makes Illinois one of the most consistent markets in the country for this role.
Which Illinois cities have the most asset management analyst jobs?
The Illinois cities with the most asset management analyst openings are Chicago, Aurora, and Decatur. Chicago dominates because it is home to major investment managers, commodity trading firms, and large bank trust departments, while suburban hubs like Naperville and Schaumburg attract analyst roles tied to insurance company investment arms and regional financial services operations headquartered in the Chicago metro corridor.
Are there remote asset management analyst jobs in Illinois?
Yes, and more than most fields, because asset management analysis is desk-based and data-driven work that translates well to remote environments. About 74% of asset management analyst openings tied to Illinois are remote or hybrid as of October 2026, reflecting how broadly firms have adopted flexible arrangements for analytical roles. Portfolio monitoring, financial modeling, and reporting functions are the most consistently offered as remote or hybrid positions.
How can I get hired as a asset management analyst in Illinois with little or no experience?
The most realistic entry path is securing an analyst associate or investment operations role at a Chicago-area asset manager, bank, or insurance company, then moving into a dedicated analyst position within one to two years. Firms like Northern Trust and Morningstar run structured analyst development programs for recent graduates. Completing the CFA Level I exam before applying gives candidates a measurable edge, and adjacent roles in fund accounting, performance reporting, or brokerage operations at Illinois firms commonly serve as stepping stones into asset management analysis.
Where can I find and apply to asset management analyst jobs in Illinois?
You can find and apply to asset management analyst jobs in Illinois on Migrate Mate, which lists current Illinois openings from employers across the state. Search the listings, find roles that match your experience and target location, and apply directly to the ones that fit.
See All 51 Asset Management Analyst Jobs in Illinois
Find roles in Illinois that match your experience and apply in just a few clicks.
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