JPMorgan Portfolio Management Group - Trade Implementation Associate Mumbai 

India, Maharashtra, Mumbai 

949477262

About Wealth Management

As a Wealth anagement Investment Analyst, you will work within the PMG team and be responsible for implementing the investment strategy and portfolio construction as dictated by the Private Banking Strategy team and dedicated asset class specialists.

Job Responsibilities:

The successful candidate will have the following responsibilities:

• Under the supervision of a Senior Portfolio Manager, execute tactical and re-balancing trades in accounts and respond to any additional requests for needed investment activity. Assist Senior Portfolio Managers with Investment Management trading as needed.
• Under the supervision of a Senior Portfolio Manager, the incumbent will act as a resource for investment communication with trust clients, particularly co-trustees who share investment responsibility with the Bank
• Create trade proposals for Shared Authority accounts to execute on current tactical themes or address open risk items for assigned accounts
• Monitor accounts to ensure alignment with CIO’s tactical guidance and address investment risks; including concentrated positions, asset allocation variances, excess cash levels, and account specific restrictions
• Conduct investment reviews to validate client investment objectives and ensure compliance with the investment mandate and risk guidelines
• Work with various internal partners to complete numerous business initiatives
• Maintain knowledge of each account's unique requirements and sensitivities
• Relationship management with internal clients across all of the above
• Deliver critical and time sensitive processes with high level of accuracy within agreed timelines

Required qualifications, capabilities, and skills:

• An MBA or post-graduate degree in Finance or related area. Progress towards a CFA is a plus
• Minimum 5 plus years work experience in Financial Services or Middle Office or Portfolio Management / Analytics
• Strong interest in financial markets and understanding of investment products
• Detail and goal oriented, process focused
• Hard working, ability to operate in a fast-moving, demanding and team oriented environment
• Strong aptitude to identify and minimize investment / business and process risk
• Attention to detail, excellent written and verbal communication
• Strong Microsoft Excel skills, ability to automate and improve processes using scripting languages (Python,R) would be a plus

Preferred qualifications, capabilities, and skills

1. Exposure to portfolio monitoring/risk or related function
2. Experience with scripting languages and/or data analysis tools like Alteryx, Python, Tableau and VBA
3. Strong problem-solving, control, and project management skills