JPMorgan Asset Management Equity Portfolio Manager Analyst/Associate 

United Kingdom, England, London 

611581162

As a Portfolio Manager Analyst/Associate you will support the Research Enhanced Index team with portfolio rebalances, trading ideas generation, stock analysis. This position presents a unique opportunity to learn about the investment decision-making and portfolio construction process and to develop and manage a world class portfolio implementation process.

Job Summary

As a Portfolio Manager Analyst/ Associate you will support the team with portfolio rebalances, trading ideas generation, stock analysis and preparing orders.

Job responsibilities

• Expert knowledge in guidelines and client restriction lists across a range of customised portfolios.
• Help the team to build custom portfolios, automate and improve the investment workflow.
• Oversight of the ETFs life cycle within the team across (rebalance, creations and redemptions).
• Daily portfolios reviews, such as cash level review and related necessary actions, instruct cash flows and COACS.
• Liaise extensively with our key partners across Fundamental Research, Quantitative Research, and Equity Technology.
• Lead risk and performance analysis across portfolios and ad-hoc quantitative portfolio analysis.
• Help the team with oversight on presentation material and key messages.

Required qualifications, capabilities and skills

• Strong academic background, with a degree in finance, accounting, economics, mathematics, computer science, engineering or any other quantitative or technical field with a strong interest in finance.
• Strong knowledge of financial modelling and economics.
• Detail oriented, problem solving, strong communication (both verbal and written) and the ability to thrive in a team environment are critical.
• Confidence with Python, Factset, Bloomberg and Barra, Factset.
• 3 years plus of relevant experience.

Preferred qualifications, capabilities and skills

• CFA preferred