Portfolio Management Group Trade Implementation Analyst
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Job Location:
Monthly Salary:
Posted on:
3 hours ago
Vacancies:
1 Vacancy
Job Summary
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 youll 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
Required Experience:
IC
Key Skills
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
