Asset Management Portfolio Implementation Specialist Associate.
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Job Location:
Jersey, NJ - USA
Monthly Salary:
$ 113000 - 160000
Posted on:
29 days ago
Vacancies:
1 Vacancy
Job Summary
The Customized Managed Account Solutions Investment team is responsible for equity trading portfolio Management and implementation process in the Separately Managed Accounts space. Customized Managed Accounts Solutions (CMAS) oversees the entirety of JPMorgan Asset Managements Separately Managed Account and Model Portfolios business.
Job summary:
As a Portfolio Implementation Associate within the Customized Managed Accounts Solutions Investment team you will be responsible for implementing equity trades for discretionary strategies ensuring accounts are properly positioned to investment model delivering SMA model portfolios to sponsoring intermediaries for non-discretionary strategies managing accounts offered in JPMs Tax Smart Platform and working with internal partners to improve the scalability and efficiency of the business. You will be intellectually curious detail1oriented have strong analytical skills and have a passion for participating in the investment process you may be the perfect fit for our team.
Job responsibilities:
- Trade discretionary Managed Accounts across a variety of SMA investment strategies
- Review client accounts for investment model drift and implement strategy changes
- Monitor and update SMA investment models for non-discretionary platforms
- Oversee and perform order management review of accounts in JPMs Tax Smart Platform
- Research and respond to investment model and client account inquiries in a timely manner
- Partner with Portfolio Managers Client Service and Technology teams to resolve issues and improve scale and efficiency
- Participate in the planning and launching of new and existing investment strategy placements Support a culture of continuous improvement by defining documenting and implementing process improvements
Required qualifications capabilities and skills:
- Bachelors degree in related field
- 3-5 years relevant work experience
- Familiarity with the implementation of Separately Managed Accounts (SMA) portfolios
- Strong analytical problem-solving and organizational skills with ability to meet tight deadlines
- Effective communicator with strong written and oral communication skills and the ability to lead discussions and influence people
- Inclusive leadership skills with ability to work independently and collaborate amongst the team
- Client service mindset providing timely responses to internal clients
Preferred qualifications capabilities and skills:
- CFA/MBA preferred
- Portfolio implementation experience
- Ability to manage concurrent assignments effectively and efficiently
- Ability to navigate a complex organization involving numerous groups and individuals
- Experience working alongside portfolio managers client service and technology teams
Required Experience:
IC
Key Skills
- Employee Orientation
- Dayforce
- Human Capital Management
- Visio
- Business Process Modeling
- Process Mapping
- Ceridian
- Smartsheet
- Salesforce
- Peoplesoft
- Project Management
- Microsoft Project
About Company
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
