JPMorgan Wealth Management Portfolio Manager Strategy 

United States, New York, New York 

579080517

Job Description:

Responsibilities

• Conduct thorough evaluations on financial advisors participating in the PM Program
  • Work with financial advisors to understand their investment strategies
  • Schedule and lead review meetings, with a detailed focus on investment process, dispersion analysis, performance, etc.
  • Gather research information on strategies using various analytical tools
  • Prepare and distribute materials for initial and ongoing reviews
  • Maintain follow-up items, draft minutes, and update calendar of reviews
• Qualify FAs for participation in the PM Program
• Prepare and present materials for PM PGC Committee which is responsible for reviewing discretionary strategies with key stakeholders, as well as addressing follow-up questions in a timely manner
• Liaise with Financial Advisors, field management, and internal home office teams in the support and education of the PM Program
• Create and distribute various monthly BAU reports
• Conduct UAT testing as required for various projects
• Become a subject matter expert regarding the PM Program

Qualifications

• Experience in a role involving oversight and/or due diligence preferred
• Understanding of various investment strategies and portfolio construction including equities, fixed income, ETFs, mutual funds, and options
• Strong organizational skills with an ability to multi-task and prioritize, while maintaining attention to detail
• Strong initiative, energy, and confidence completing assignments with limited supervision
• Polished written/verbal communication skills
• Excellent team player, ability to deal with business partners at all levels
• High proficiency in Microsoft Office (e.g., Word, Excel, PowerPoint); ability to demonstrate capabilities
• Previous experience using portfolio analytic tools such as Blackrock Aladdin Wealth, Morningstar Direct and/or Bloomberg is a plus
• Series 7 & 66, or willingness to obtain within reasonable time of hire

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, discretionary incentive compensation which may be awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.