Portfolio Management Analyst Jobs in New York
Portfolio Management Analyst jobs in New York represent one of the most active and competitive markets in the country, concentrated in asset management, investment banking, private equity, and institutional finance, with openings at every level from junior analyst through senior portfolio manager. Most hiring is centered in Manhattan, with additional activity in Stamford and White Plains, where firms like BlackRock, Goldman Sachs, and JPMorgan Chase have deep, established footprints. Quantitative analysis, fixed income portfolio management, and ESG-focused investment strategy are among the most in-demand specialties right now. Find a role that fits below and apply directly.
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Institutional Investment Solutions (“IIS”) is a highly specialized global team of seasoned investment professionals within J.P. Morgan Wealth Management Solutions, managing over $50 billion in customized multi-asset solutions for Endowments, Foundations and Institutional Families. The investment solutions we provide range from bespoke multi-asset discretionary portfolios to tailored single asset class mandates.
IIS designs, implements, and delivers these solutions by leveraging the full breadth of J.P. Morgan Asset & Wealth Management's investment capabilities—drawing on both in-house expertise and leading external managers.
We understand institutional investors have distinct goals, risk profiles, and liquidity needs. Our platform is designed to address these priorities and adapt to a changing investment landscape, offering flexible engagement as a strategic partner to in-house investment teams. Our senior investment team averages over 20 years of experience, with backgrounds in Family Office CIO teams and institutional portfolio management at leading Asset Managers.
Our expertise spans long-term investing, including strategic asset allocation, portfolio construction, and comprehensive cross-asset class analysis. In addition, IIS has deep experience advising institutional investors on building robust investment governance frameworks, establishing investment policy, and institutionalizing wealth for future generations.
Job Responsibilities:
As a senior member of the Institutional Investment Solutions (IIS) team, the new hire will partner closely with U.S. Wealth Management Financial Advisors to deliver JPMorgan and IIS's specialized capabilities to our largest and most sophisticated clients.
Core Responsibilities:
- Delivering Advice and Custom Investment Solutions:
The candidate will be responsible for understanding each client's investment plan, goals, and objectives, and for developing a customized tax-aware investment strategy that aligns with their long-term vision. This includes identifying opportunities to provide advice and introduce J.P. Morgan's full suite of investment solutions. - Holistic Asset Allocation and Portfolio Construction:
Advise clients on establishing comprehensive asset allocation policies and constructing robust, diversified portfolios. Provide guidance on best practices for investment policy and governance, ensuring clients have the frameworks needed for effective long-term wealth management. - Deliver Investment Insights:
Act as a thought leader by sharing J.P. Morgan's latest investment insights with clients and advisors. This includes organizing and participating in roundtables, speaking at client events, and contributing to educational forums to ensure clients are informed and engaged with current market perspectives and opportunities. - Deepen our engagement with Institutional Clients within JPM US Wealth Management
Drive new business and regional growth by engaging advisors, leading client events and campaigns, collaborating on new opportunities, and participating in new business opportunities.
Required Qualifications, Capabilities and Skills:
- The ideal candidate will have at least 10 years of investment experience gained through direct work with Non-Profit and Institutional Family clients.
- Deep expertise in managing multi-asset portfolios is essential, with a strong emphasis on alternative investments and tax-aware investing strategies.
- Experience partnering with RIA or UNHW wealth advisor channels is preferred.
- We seek someone who blends the advisory perspective of an Investment Consultant with the portfolio management experience of an asset manager.
- The candidate must excel at delivering holistic advice, designing complex investment solutions, and communicating effectively with sophisticated clients and internal partners.
- A collaborative approach, strong relationship management, and a passion for delivering exceptional client outcomes are critical for success in this role.
- This role will be expected to cover clients across the US, travel will be required.
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.
Institutional Investment Solutions (“IIS”) is a highly specialized global team of seasoned investment professionals within J.P. Morgan Wealth Management Solutions, managing over $50 billion in customized multi-asset solutions for Endowments, Foundations and Institutional Families. The investment solutions we provide range from bespoke multi-asset discretionary portfolios to tailored single asset class mandates.
IIS designs, implements, and delivers these solutions by leveraging the full breadth of J.P. Morgan Asset & Wealth Management's investment capabilities—drawing on both in-house expertise and leading external managers.
We understand institutional investors have distinct goals, risk profiles, and liquidity needs. Our platform is designed to address these priorities and adapt to a changing investment landscape, offering flexible engagement as a strategic partner to in-house investment teams. Our senior investment team averages over 20 years of experience, with backgrounds in Family Office CIO teams and institutional portfolio management at leading Asset Managers.
Our expertise spans long-term investing, including strategic asset allocation, portfolio construction, and comprehensive cross-asset class analysis. In addition, IIS has deep experience advising institutional investors on building robust investment governance frameworks, establishing investment policy, and institutionalizing wealth for future generations.
Job Responsibilities:
As a senior member of the Institutional Investment Solutions (IIS) team, the new hire will partner closely with U.S. Wealth Management Financial Advisors to deliver JPMorgan and IIS's specialized capabilities to our largest and most sophisticated clients.
Core Responsibilities:
- Delivering Advice and Custom Investment Solutions:
The candidate will be responsible for understanding each client's investment plan, goals, and objectives, and for developing a customized tax-aware investment strategy that aligns with their long-term vision. This includes identifying opportunities to provide advice and introduce J.P. Morgan's full suite of investment solutions. - Holistic Asset Allocation and Portfolio Construction:
Advise clients on establishing comprehensive asset allocation policies and constructing robust, diversified portfolios. Provide guidance on best practices for investment policy and governance, ensuring clients have the frameworks needed for effective long-term wealth management. - Deliver Investment Insights:
Act as a thought leader by sharing J.P. Morgan's latest investment insights with clients and advisors. This includes organizing and participating in roundtables, speaking at client events, and contributing to educational forums to ensure clients are informed and engaged with current market perspectives and opportunities. - Deepen our engagement with Institutional Clients within JPM US Wealth Management
Drive new business and regional growth by engaging advisors, leading client events and campaigns, collaborating on new opportunities, and participating in new business opportunities.
Required Qualifications, Capabilities and Skills:
- The ideal candidate will have at least 10 years of investment experience gained through direct work with Non-Profit and Institutional Family clients.
- Deep expertise in managing multi-asset portfolios is essential, with a strong emphasis on alternative investments and tax-aware investing strategies.
- Experience partnering with RIA or UNHW wealth advisor channels is preferred.
- We seek someone who blends the advisory perspective of an Investment Consultant with the portfolio management experience of an asset manager.
- The candidate must excel at delivering holistic advice, designing complex investment solutions, and communicating effectively with sophisticated clients and internal partners.
- A collaborative approach, strong relationship management, and a passion for delivering exceptional client outcomes are critical for success in this role.
- This role will be expected to cover clients across the US, travel will be required.
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 49 Portfolio Management Analyst Jobs in New York
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Find JobsPortfolio Management Analyst Jobs by City in New York
Where New York roles are concentrated, by current openings.
Portfolio Management Analyst Job Market in New York
A snapshot from current New York openings, updated as new roles post.
Who's Hiring
- JPMorganChase11
- Goldman Sachs5
- MUFG3
- BlackRock2
- Man2
Top Industries Hiring
- Investment & Asset Management
- Banking & Financial Services
- Fintech
- Law & Legal Services
What New York Employers Look For
The qualifications that appear most often in portfolio management analyst jobs across New York.
- Bachelor's degree in finance, economics, or a related quantitative field required
- FINRA Series 7 and Series 66 licenses strongly preferred or required for client-facing roles
- CFA designation or active candidacy preferred by most New York asset management firms
- Proficiency in Bloomberg Terminal, FactSet, or similar portfolio analytics platforms required
- Two or more years of experience in investment analysis, equity research, or portfolio support
- Strong financial modeling skills with demonstrated experience in Excel and Python or R
Portfolio Management Analyst Jobs in New York: Frequently Asked Questions
How do you become a portfolio management analyst in New York?
Most portfolio management analyst roles in New York require a bachelor's degree in finance, economics, mathematics, or a closely related field. Employers across Manhattan's asset management and investment banking sectors consistently expect candidates to hold or pursue the CFA designation, and client-facing roles typically require FINRA Series 7 and Series 66 licenses obtained through FINRA registration. Breaking in often starts through investment operations, equity research, or financial analyst roles at large New York firms.
How much do portfolio management analysts make in New York?
Portfolio management analysts in New York earn a median of about $127,930 a year, based on May 2025 Bureau of Labor Statistics wage data, ranging from around $77,540 for the lowest 10% to over $225,380 for the top 10%. Pay rises with experience, specialty, and employer.
Which companies hire portfolio management analysts in New York?
Employers hiring portfolio management analysts in New York right now include JPMorganChase, Goldman Sachs, and MUFG, based on current listings on Migrate Mate as of October 2026. New York's dense concentration of global asset managers, hedge funds, and bulge-bracket banks makes it one of the deepest hiring markets for this role anywhere in the country.
Which New York cities have the most portfolio management analyst jobs?
New York, Getzville, and Rochester have the most portfolio management analyst openings in New York. Manhattan dominates because it is home to the headquarters and major offices of the world's largest asset managers, banks, and institutional investors, while Stamford and White Plains attract significant hiring from firms that have expanded operations beyond the city core.
Are there remote portfolio management analyst jobs in New York?
Yes, though they are less common than in purely technical or software roles because portfolio management analysts regularly collaborate with traders, risk teams, and clients in person. About 71% of portfolio management analyst openings tied to New York are remote or hybrid as of October 2026, with hybrid arrangements more prevalent than fully remote. Research-focused and quantitative strategy roles tend to offer the most scheduling flexibility.
How can I get hired as a portfolio management analyst in New York with little or no experience?
The most realistic entry path is through an investment operations, financial analyst, or junior equity research role at a New York-based asset manager or bank, where you build direct exposure to portfolio construction and analysis. Firms like BlackRock, Vanguard's New York offices, and large regional banks run structured rotational programs and new-graduate analyst tracks that move candidates toward portfolio teams. Earning your CFA Level I and obtaining FINRA licensing early signals serious commitment and gives you a measurable edge over other candidates without prior portfolio experience.
Where can I find and apply to portfolio management analyst jobs in New York?
You can find and apply to portfolio management analyst jobs in New York on Migrate Mate, which lists current openings tied to the New York market. Find the roles that fit your background and apply directly to each one.
See All 49 Portfolio Management Analyst Jobs in New York
Find roles in New York that match your experience and apply in just a few clicks.
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