Asset & Wealth Management - Portfolio Management Manager

Description

Join a dynamic team dedicated to portfolio health and impactful change in Wealth Management. Apply today to make a difference with us!

Job Summary

As a Portfolio Management Manager in the Portfolio Management team, you collaborate with key stakeholders to expertly manage and optimize the portfolio. You focus on research, identification, and resolution of portfolio exceptions while maintaining portfolio health. You drive consistency and maintain effective controls through partnership and teamwork.

Job Responsibilities:

Lead a team of 4 analysts with scope to increase

Identify skill gaps and help grow the team as needed

Provide oversight of several key functions

Review portfolio exceptions of JPMorgan Wealth Management SBL clients

Resolve margin calls with JPMorgan Wealth Management Advisors

Work with the estates team to manage pipeline and ensure timely resolution

Work with JPMorgan Wealth Management Lending Solutions and JPMorgan Wealth Management Credit Risk for escalated exceptions

Partner with SBL origination, Annual Review, and JPMorgan Wealth Management advisors for escalations and any items that may require their action

Identify operational gaps and ensure resolution

Required qualifications, capabilities, and skills:

Proven ability to lead and mentor with the ability to foster collaboration and growth

General understanding of credit products/commercial lending concepts

Proficiency in Microsoft, Excel, Word, PowerPoint, and Outlook

Strong analytical and problem-solving skills

Excellent communication, presentation, and personal skills

Ability to think critically and multi-task

Perform tasks with limited supervision

Preferred qualifications, capabilities, and skills:

Proven ability to present to senior leadership

Preferred Bachelor’s degree in a business-related field

Candidates should have a minimum of 3 years of private banking/asset management and credit/lending experience

General understanding of financial markets and securities industry