Portfolio Management Group - Trade Implementation Analyst
Impact Capital Managers
Join a global leader in wealth management and help deliver innovative investment solutions to high-net-worth clients. As an Analyst in the Portfolio Management Group, you’ll gain hands-on experience in portfolio analytics, risk management, and process optimization. Elevate your career with J.P. Morgan, where your expertise and insights will help shape the future of private banking. You collaborate with portfolio managers and trading desks to monitor risk, implement trades, and maintain client accounts. You drive operational efficiency by leveraging technology and ensuring compliance with regulatory requirements.
As a Trade Support Analyst within the Portfolio Management Group, you deliver critical and time-sensitive processes with precision. You collaborate with portfolio managers and trading desks to monitor risk, implement trades, and maintain client accounts. You drive operational efficiency by leveraging technology and ensuring compliance with regulatory requirements.
Job Responsibilities
Deliver critical and time-sensitive processes with high accuracy
Conduct pre-trade monitoring of risk and identify accounts for trading
Assist portfolio managers with account maintenance and trading inquiries
Re-engineer processes, procedures, and business architecture using technology such as Alteryx, Python, and Tableau
Review, monitor, and report performance of client accounts and portfolios
Prepare Key Performance Indicator (KPI) packs for management review
Implement timely and accurate trades based on Chief Investment Office guidelines
Manage orders and send trades to fulfill daily tasks
Support and monitor new account initial investments
Monitor cash and security activity in client accounts
Support liquidations and tax harvesting requests
Required Qualifications, Capabilities, and Skills
Hold a post-graduate degree in Finance
Demonstrate at least 2 years of experience in financial services in middle office or trade implementation
Understand investment products including managed accounts, equities, fixed income, mutual funds, and ETFs
Exhibit passion and knowledge of financial markets
Communicate, collaborate, and build strong interpersonal relationships
Multitask and prioritize effectively in a demanding environment
Take accountability and responsibility for actions and results
Preferred Qualifications, Capabilities, and Skills
Gain exposure to portfolio monitoring and trade life cycle
Apply knowledge of risk or related functions
Utilize scripting languages and data analysis tools such as Alteryx, Python, Tableau, and VBA
Solve problems with strong control and project management skills
Innovate with technology-driven solutions
Report and monitor performance metrics for client portfolios
Support operational excellence through process re-engineering
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s 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’ 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.
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.
Deliver critical, time-sensitive trade support processes with precision as a Portfolio Management Group Trade Support Analyst.