JOB DESCRIPTION As a Trade Implementation Analyst in The Portfolio Management Group (PMG) you will be a a part of the implementation engine for the Private Bank\'s discretionary investment business, providing leverage for investment advisors and other internal partners in order to pursue the Firm\'s growth initiatives. PMG is responsible for implementing the investment strategy and portfolio construction as dictated by the Private Banking Strategy team and dedicated asset class specialists. Build your career in PMG while working in the world\xe2\x80\x99s most innovative bank which values creativity and excellence. You are a strategic thinker passionate about driving solutions using Investments knowledge and technology skills. You have found the right team. As the Portfolio Implementation professional in our team you will spend each day defining, refining and delivering set goals for our firm. Job responsibilities
Deliver critical and time sensitive processes with high level of accuracy within agreed timelines
Pre-trade monitoring of risk and identifying accounts to be traded by the Portfolio Managers
Assist Wealth Management portfolio managers with account maintenance and account trading inquiries.
Re-engineering processes, procedures, and business architecture using technology like Alteryx, Python, Tableau
Review, monitor and report performance of client accounts and portfolios. Example: Prepare Key Performance Indicator (KPI) packs
Implementing timely and accurate trades in the accounts based on the guidelines from the Chief Investment Office
Manage orders and send trades to fulfill the following typical daily tasks:
New account initial investments
Monitoring cash and security activity in client accounts
Liquidating accounts
Tax harvesting requests
Required qualifications, capabilities, and skills
Post Graduation in Finance with up to 2 years of work experience in the financial services industry
Understanding of all relevant investment products (managed accounts, equities, fixed income, mutual funds, ETFs)
Demonstrated passion and understanding of financial markets
Ability to operate in a fast-moving, demanding, and team-oriented environment
Excellent communication, teamwork, and interpersonal skills
Ability to multitask and prioritize in a fast-paced environment
Demonstrates accountability and responsibility for his/her actions and results at all times
Preferred qualifications, capabilities, and skills
Exposure to portfolio monitoring/risk or related function
Experience with scripting languages and/or data analysis tools like Alteryx, Python, Tableau and VBA
Strong problem-solving, control, and project management skills
ABOUT US
JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world\xe2\x80\x99s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
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\xe2\x80\x99 and employees\xe2\x80\x99 religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
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.
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