Portfolio Analyst jobs at Jpmorgan in United States, Boston
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Company (1)
Job type
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Job title (1)
United States
State
Boston
12 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...
Help devise customized financial strategies for existing and prospective clients. Prepare pitch books and meeting materials. Collaborate with integrated team members to analyze balance sheets and understand a clients’ investment...
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....
Design, deploy, and manage AWS infrastructure using Terraform. Develops secure and high-quality production code and reviews and debugs code written by others. Collaborate with cross-functional teams to ensure seamless integration...
Manage all client queries in relation to ETF Basket Valuations. Participate in industry working groups and initiatives. Stay updated on developments in the broader ETF ecosystem. Reconcile accurately and efficiently...
Manage all ETF order activity and related queries. Be responsible for the daily management of a client’s trading activity including reviewing reconciliation breaks on Shares and Valuation and related client...
Delivers an exceptional customer experience by acting with a customer-first attitude. Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships,...
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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