Wealth Management Portfolio Group Trade Coordinator Associate jobs at Jpmorgan
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4,367 jobs found
13.09.2024
JPM
JPMorgan Wealth Management Portfolio Group Trade Coordinator Associat... United States, New York
Conduct detailed analysis to size trades and assess platform capacity and client impact. Create and syndicate a trade plan that factors in liquidity and adheres to allocation policy. Present trades...
Partner closely with onboarding and field leadership to prepare participants for the new hire framework. Execute daily/weekly/monthly routines through calendar management, participant/stakeholder communications and reporting. Address incoming stakeholder and participant...
Create and maintain a portfolio of Virtual Datarooms. Review, track, and post documents to Virtual DataRoom sites. Add external clients / counterparties to Secondary Virtual DataRoom sites. Manage and facilitates...
Operate as a subject matter expert across discretionary and non-discretionary solutions, including portfolio construction, investment philosophy and approach, macro views, strategic positioning, underlying investment vehicles, performance, etc. Serve as an...
Work closely with technology teams to ensure technical requirements are aligned to the product roadmap milestones. Continuously monitor the technology backlog to ensure efficient delivery of product features. Lead technical...
Oversee and deliver central reporting of key portfolio and product metrics/updates to Consumer & Community Banking Leadership. Develop the timely creation of the CCB Product Operations Executive Management Report (EMR)...
Assist team in preparing and posting monthly risk decks that report key metrics requiring mitigation. Help team author and publish 2 critical risk reports that are reviewed monthly with the...
Conduct detailed analysis to size trades and assess platform capacity and client impact. Create and syndicate a trade plan that factors in liquidity and adheres to allocation policy. Present trades...
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