JPMorgan Chase & Co. is a leading global financial services firm with assets of $1.6 trillion and operations in more than 60 countries. The firm is a leader in investment banking, financial services for consumers and businesses, financial transaction processing, asset and wealth management, and private equity. Under the JPMorgan and Chase brands, the firm serves millions of consumers in the United States and many of the world's most prominent corporate, institutional and government clients.
If you're interested in working in an environment where leadership, excellence, integrity and diversity are among our core principles, then explore the opportunities at JPMorgan Chase. Further information about careers at JPMorgan Chase can be found on our website:
JPMorgan's Private Banking group provides advice, strategies, and solutions for all aspects of the financial, asset management, and wealth transfer needs of high net worth clients.
The Portfolio Management Group (PMG) is the implementation engine for Private Banking's discretionary investment business, providing leverage for investment advisors and other front office partners as they 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. PMG rebalances and manages risk in accounts across our investment management and trust portfolios.
The Portfolio Manager will have the following responsibilities:
Implementation of portfolio construction based on Strategy team's calls and investment vehicle selection Maintain knowledge of the investment solutions utilized throughout Private Banking, including, mutual funds, exchange traded funds, structured notes, hedge funds, and separately managed accounts Maintain knowledge of each account's unique requirements and sensitivities Review and trade portfolios Manage orders and execute trades (equity and fixed income) across managed account business including the following:
New account initial investing
Monitoring cash and security activity in clients accounts Liquidating accounts Monitoring accounts for model drift and strategy deviation Relationship management with internal clients (client facing teams) Work with various internal partners to complete business initiatives
3+ years work experience in financial services industry
Demonstrated passion and understanding of investment solutions
Private Wealth Management experience a plus
Ability to operate in a fast-moving and demanding environment
Enjoy working with people
Strong aptitude to identify and minimize investment/business risk
JP Morgan Chase offers an exceptional benefits program and a highly competitive compensation package.
JP Morgan Chase is an Equal Opportunity and Affirmative Action Employer, M/F/D/V.
US-DE-Newark-CC - Ops 3 / 00768
Asset & Wealth Management
JPMorgan Chase - 2 years ago
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