Portfolio Implementation Equities- Associate

JPMorganChase


Job Location:

Mumbai - India

Monthly Salary: Not Disclosed
Posted on: 23 days ago
Vacancies: 1 Vacancy

Job Summary

Description

You are a strategic thinker passionate about driving solutions in Portfolio Implementation. You have found the right team

As a Portfolio Implementation professional within our Equities (EMAP) team you will support senior portfolio managers in the analysis and execution of EMAP Equity Investment strategies ensuring disciplined day-to-day portfolio implementation and strong cross-team partnership across J.P. Morgan Asset Management (JPMAM).

Job Responsibilities

  • Develop an understanding of the investment process to support portfolio implementation activities.
  • Execute buy/sell decisions by routing orders across equities futures and treasuries.
  • Monitor cash flows across accounts to support timely funding and rebalancing needs.
  • Communicate with trading teams to coordinate execution resolve issues and confirm trade intent.
  • Oversee futures hedging activity and track hedge effectiveness versus portfolio exposures.
  • Track portfolio positioning market news and trade activity to support daily decision-making.
  • Reconcile position and cash discrepancies across systems and escalate exceptions appropriately.
  • Validate adherence to account guidelines and investment restrictions to support compliance.
  • Review investment performance and implementation outcomes to identify drivers and anomalies.
  • Collaborate on portfolio management projects (research initiatives fundamentals valuation transitions and TCA).
  • Support stakeholder coordination across JPMAM by providing clear updates timelines and deliverables.

Required qualifications capabilities and skills

  • Graduate/postgraduate with at least 5 years of experience in investment process support or financial products.
  • Apply strong numerical analytical and problem-solving skills.
  • Exhibit attention to detail and a methodical approach to execution.
  • Maintain a strong interest in financial markets and portfolio mechanics.
  • Communicate effectively with strong interpersonal and stakeholder-management skills.
  • Execute against defined objectives with a results-oriented mindset.
  • Collaborate as a team player across functions and geographies.
  • Understand core financial services concepts and market instruments.

Preferred qualifications capabilities and skills

  • Hold experience supporting equity portfolios and/or derivatives overlays (futures/hedging).
  • Bring familiarity with EM investing concepts (country FX liquidity and market structure).
  • Demonstrate proficiency with portfolio analytics and reporting tools (e.g. Excel-based workflows).
  • Show experience with transaction cost analysis and/or complex account transitions.
  • Pursue CFA and/or an advanced degree (MBA) as a plus.



Required Experience:

IC

DescriptionYou are a strategic thinker passionate about driving solutions in Portfolio Implementation. You have found the right teamAs a Portfolio Implementation professional within our Equities (EMAP) team you will support senior portfolio managers in the analysis and execution of EMAP Equity Inves...

About Company

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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 ov ... View more

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