Wealth Management Solutions, Investment Specialist - Portfolio

Description

Job Title: Portfolio Management Group (PMG) Associate

Position Description: The Portfolio Management Group (PMG) at J.P. Morgan is seeking a proactive and growth-oriented Associate to join our dynamic team. PMG is responsible for the comprehensive management, monitoring, rebalancing, and execution of global trading strategies across discretionary investment management and trust portfolios. This role supports over 1 million client accounts within J.P. Morgan Private Bank and U.S. Wealth Management.

Roles and Responsibilities:

Investment Implementation Portfolio Management:

Monitor, invest, manage, and trade both discretionary and non-discretionary scalable accounts across various products.

Review and trade client account portfolios, manage orders, and execute trades.

Manage cash and security activity/drift in client accounts.

Handle client account requests and maintenance.

Align client accounts for Manager Model Trades.

Knowledge and Oversight:

Maintain a comprehensive understanding of investment solutions utilized within Wealth Management Advisory Solutions (WMAS), including mutual funds, exchange-traded funds, structured notes, hedge funds, and separately managed accounts.

Perform account oversight for model drift and strategy deviation.

Client and Internal Relationship Management:

Manage internal client relationships with Solutions Product Teams and Investors.

Collaborate with various business partners (Technology, Managed Product Operations, Product Teams) to develop new business processes/systems/applications, focusing on building automation, scale, and efficiencies.

Essential Skills/Qualifications:

Strong interest in and knowledge of financial markets and instruments.

High attention to detail and consistently demonstrates good judgment in risk and controls.

Ability to prioritize work independently and act with urgency to deliver accurate, timely results.

Capable of multitasking and thriving in a fast-paced, growing environment.

Demonstrates accountability and responsibility for actions and results.

Strong interpersonal and teamwork skills.

Proficiency in Python, including experience with libraries such as Pandas and NumPy for data analysis, insights, and automation.

Ability to utilize JPM AI resources and applications effectively.

Previous experience in alternatives, trading, or managed discretionary accounts implementation/management.

Requirements:

Bachelor’s degree.

2+ years of experience in the financial services industry, with a preference for Private Wealth Management experience.

This position offers an exciting opportunity to work in a dynamic environment, contributing to the success of J.P. Morgan's wealth management services. We are looking for someone who is curious, eager to innovate, and ready to grow with us. If you are passionate about financial markets and have the skills and experience outlined above, we encourage you to apply.