Asset Management - 55ip Portfolio Oversight Associate jobs at Jpmorgan in United States, Boston
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United States
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Boston
67 jobs found
18.09.2025
JPM
JPMorgan Asset Management - 55ip Portfolio Oversight Associate United States, Massachusetts, Boston
Analyze and review client portfolio trade orders, ensuring alignment with intended investment and tax outcomes. Produce, analyze, and support presentation of periodic platform-level portfolio oversight reporting. Conduct ad-hoc client and...
Maintain the books and records of Hedge/Hybrid and Private Equity funds. Review fund governing documents and other related agreements, and ensure correct set-up and maintenance of fund structures and investments...
Provides guidance to immediate team of software engineers on daily tasks and activities. Works at code-level with Java or Python , while leading a team of Software Engineers and provides...
Maintain the books and records of Hedge/Hybrid and Private Equity funds. Review fund governing documents and other related agreements, and ensure correct set-up and maintenance of fund structures and investments...
Utilize excellent credit analysis and financial modeling skills to perform due diligence in order to structure and recommend new transactions while maintaining an appropriate balance between risk and reward. Lead...
Work with divisional leadership and WP&A leadership to develop and present content across different wealth management topics. Serve as a resource to the USWM field in the areas of both...
Collaborate with quantitative researchers and software developers to enhance investment algorithms and optimize research data. Facilitate the advancement of back-testing, simulation, and data visualization platforms to support strategic investment decisions....
Analyze and review client portfolio trade orders, ensuring alignment with intended investment and tax outcomes. Produce, analyze, and support presentation of periodic platform-level portfolio oversight reporting. Conduct ad-hoc client and...
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