Investment Professional, Associate
Investment Professional, Associate
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Job Description
We are actively looking for exceptionally talented individuals who are collaborative confident and motivated to provide a firstclass experience to clients within J.P. Morgans U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets businesses and functions to provide you with the opportunity to take your career to the next level.
As an Investment Professional in the U.S. Private Bank you will provide integral daily support to Investors in managing client relationships. Additionally you will coordinate with a team of talented colleagues and other essential support groups while maintaining awareness of and sensitivity to confidential nature of Private Banking clients.
Job Responsibilities
- Consult on and execute brokerage trades including: advising the client on trade execution placing trades reviewing brokerage trades compare paper blotter to trade blotter daily submitting cancel/corrects making account updates
- Create mandates for discretionary accounts
- Monitor exceptions and work with Client Advisors to conduct whatif scenariobased analysis.
- Work with Team Leader to monitor risk metrics across the team
- Work with Team Leader to monitorClient Advisorloadings
- Submit and monitor fee schedules and billing
- Manage Alternatives documents including submission monitoring and working with clients to complete/correct
Required Qualifications Capabilities and Skills
- Series 7 66 and Insurance licenses required for position; unlicensed candidates considered but required to obtain licenses within 90 days of start date
- Bachelors Degree required
- One plus years of industry related experience
- Exceptional followup and followthrough skills
- PowerPoint and Excel expertise
Preferred Qualifications Capabilities and Skills
- Familiarity with JP Morgan Private Bank systems Workstation Connect DDR/KYC or ability to learn proprietary software
- Experience and interest in financial markets and concepts
- Excellent interpersonal skills
- Selfstarter extremely organized and detailoriented with strong commitment to accuracy
Alternative Responsibilities (leverage as appropriate no more than 11 bullet points in posting)
- Proactively generate investment ideas and reasons to call clients to aid the team in growing client relationships.
- Gather and interpret market product and client information as well as research.
- Prepare Review and approve Investment Performance review presentations for Client Advisors to deliver to clients.
Required Experience:
IC
Employment Type
Full-Time
