JPMorgan Wealth Management Solutions Portfolio Analyst/Associate 

United States, Delaware 

234695526

Job Responsibilities :

• Implementation of portfolio construction based on Strategy team's calls and investment vehicle selection
• Maintain knowledge of the investment solutions utilized throughout Private Banking, including, mutual funds, exchange traded funds, structured notes, hedge funds, and separately managed accounts
• Review and trade portfolios, manage orders and execute trades across managed account business including the following:
• Monitoring client activity such as: new account initial investing and phase in's, monitoring cash and security activity, and liquidating accounts
• Drive innovative solutions to increase efficiency of the team as well as broader group
• Partner on strategic initiatives across the broader team
• Collaborate with cross-functional teams to deliver projects successfully, including planning, execution, and reporting updates to senior stakeholders
• Timely implementation of strategic and tactical shifts when announced by Portfolio Construction
• Relationship management with internal clients (client facing teams) and work with various internal partners to complete business initiatives

Required Qualifications, Skills and Capabilities:

• Bachelor's degree in a finance - related discipline with a minimum 3.3/4.0 GPA. CFA or progress toward attaining CFA designation preferred, but not required
• 1 to 5 years’ of work experience in financial services industry with Private Wealth Management experience preferred
• Demonstrated solid understanding of investments with keen interest in broadening knowledge of portfolio management
• Demonstrated track record of building relationships with internal and external partners
• Demonstrated passion and understanding of investment solutions
• Prior experience operating within a risk framework