Verified Job
Accounting - Finance
Trade ImplementationAssociate
Accounting - Finance
#358268
Remote / WFH
Job Description
You are a strategic thinker passionate about driving solutions using Investments knowledge and technology skills. You have found the right team.
As the Portfolio Implementation professional in our team you will spend each day defining, refining and delivering set goals for our firm
Job responsibilities
Deliver critical and time sensitive processes with high level of accuracy within agreed timelines
Pre trade monitoring of risk and identifying accounts to be traded by the Portfolio Managers
Assist Wealth Management portfolio managers with account maintenance and account trading inquiries
Re-engineering processes, procedures, and business architecture using technology like Alteryx, Python, Tableau
Review, monitor and report performance of client accounts and portfolios. Example: Prepare Key Performance Indicator (KPI) packs
Implementing timely and accurate trades in the accounts based on the guidelines from the Chief Investment Office
Understanding orders and send trades to fulfill the following typical daily tasks:
New account initial investments
Monitoring cash and security activity in client accounts
Liquidating accounts
Tax harvesting requests
Required qualifications, capabilities, and skills
Post Graduation in Finance with 8 to 10 years of work experience in the financial services industry.
Understanding of all relevant investment products (managed accounts, equities, fixed income, mutual funds, ETFs)
Demonstrated passion and understanding of financial markets
Ability to operate in a fast-moving, demanding, and team-oriented environment
Excellent communication, teamwork, and interpersonal skills
Ability to multitask and prioritize in a fast-paced environment
Demonstrates accountability and responsibility for his/her actions and results at all times
Desired qualifications, capabilities, and skills
Exposure to portfolio monitoring/risk or related function preferred
Experience with scripting languages and/or data analysis tools like Alteryx, Python, Tableau and VBA preferred
Strong problem-solving, control, and project management skills
ABOUT US
JPMorgan Chase & Co., 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 over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, ****** orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as any mental health or physical disability needs.
ABOUT THE TEAM
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
As the Portfolio Implementation professional in our team you will spend each day defining, refining and delivering set goals for our firm
Job responsibilities
Deliver critical and time sensitive processes with high level of accuracy within agreed timelines
Pre trade monitoring of risk and identifying accounts to be traded by the Portfolio Managers
Assist Wealth Management portfolio managers with account maintenance and account trading inquiries
Re-engineering processes, procedures, and business architecture using technology like Alteryx, Python, Tableau
Review, monitor and report performance of client accounts and portfolios. Example: Prepare Key Performance Indicator (KPI) packs
Implementing timely and accurate trades in the accounts based on the guidelines from the Chief Investment Office
Understanding orders and send trades to fulfill the following typical daily tasks:
New account initial investments
Monitoring cash and security activity in client accounts
Liquidating accounts
Tax harvesting requests
Required qualifications, capabilities, and skills
Post Graduation in Finance with 8 to 10 years of work experience in the financial services industry.
Understanding of all relevant investment products (managed accounts, equities, fixed income, mutual funds, ETFs)
Demonstrated passion and understanding of financial markets
Ability to operate in a fast-moving, demanding, and team-oriented environment
Excellent communication, teamwork, and interpersonal skills
Ability to multitask and prioritize in a fast-paced environment
Demonstrates accountability and responsibility for his/her actions and results at all times
Desired qualifications, capabilities, and skills
Exposure to portfolio monitoring/risk or related function preferred
Experience with scripting languages and/or data analysis tools like Alteryx, Python, Tableau and VBA preferred
Strong problem-solving, control, and project management skills
ABOUT US
JPMorgan Chase & Co., 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 over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, ****** orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as any mental health or physical disability needs.
ABOUT THE TEAM
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
