JPMorgan US Private Bank – Investment Professional Associate 

United States, Massachusetts, Boston 

222992006

As an Investment Professional you will provide integral daily support to Investors in managing client relationships. Additionally, you will coordinate with a team of talented colleagues and other essential support groups, while maintaining awareness of and sensitivity to confidential nature of Private Banking clients.

Job Responsibilities

• Consult on and execute brokerage trades, including: advising the client on trade execution, placing trades, reviewing brokerage trades - compare paper blotter to trade blotter daily, submitting cancel/corrects, making account updates
• Create mandates for discretionary accounts
• Risk Management - monitor exceptions and work with Client Advisors to conduct 'what-if' scenario-based analysis. Work with Team Leader to monitor risk metrics across the team
• Work with Team Leader to monitor Client Advisor loadings.
• Submit and monitor fee schedules and billing
• Manage Alternatives documents, including, submission, monitoring and working with clients to complete/correct

Required Qualifications, Capabilities, Skills

• Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
• Bachelor’s Degree required
• 1-2 years of industry related experience
• Exceptional follow-up and follow-through skills
• PowerPoint and Excel expertise

Preferred Qualifications, Capabilities, Skills

• Familiarity with JP Morgan Private Bank systems Workstation, Connect, DDR/KYC or ability to learn proprietary software
• Experience and interest in financial markets and concepts
• Excellent interpersonal skills
• Self-starter, extremely organized and detail-oriented with strong commitment to accuracy

• Proactively generate investment ideas and reasons to call clients to aid the team in growing client relationships.
• Gather and interpret market, product and client information as well as research.
• Prepare, Review and approve Investment Performance review presentations for Client Advisors to deliver to clients.