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JPMorgan Wealth Management Solutions Investment Specialist 
United States, Ohio, Columbus 
700653667

29.05.2025

Roles and Responsibilities:

  • Investment Implementation Portfolio Management:
    • Monitor, invest, manage, and trade both discretionary and non-discretionary scalable accounts across various products.
    • Review and trade client account portfolios, manage orders, and execute trades.
    • Manage cash and security activity/drift in client accounts.
    • Handle client account requests and maintenance.
    • Align client accounts for Manager Model Trades.
  • Knowledge and Oversight:
    • Maintain a comprehensive understanding of investment solutions utilized within Wealth Management Advisory Solutions (WMAS), including mutual funds, exchange-traded funds, structured notes, hedge funds, and separately managed accounts.
    • Perform account oversight for model drift and strategy deviation.
  • Client and Internal Relationship Management:
    • Manage internal client relationships with Solutions Product Teams and Investors.
    • Collaborate with various business partners (Technology, Managed Product Operations, Product Teams) to develop new business processes/systems/applications, focusing on building automation, scale, and efficiencies.

Essential Skills/Qualifications:

  • Strong interest in and knowledge of financial markets and instruments.
  • High attention to detail and consistently demonstrates good judgment in risk and controls.
  • Ability to prioritize work independently and act with urgency to deliver accurate, timely results.
  • Capable of multitasking and thriving in a fast-paced, growing environment.
  • Demonstrates accountability and responsibility for actions and results.
  • Strong interpersonal and teamwork skills.
  • Proficiency in Python, including experience with libraries such as Pandas and NumPy for data analysis, insights, and automation.
  • Ability to utilize JPM AI resources and applications effectively.
  • Previous experience in alternatives, trading, or managed discretionary accounts implementation/management.

Requirements:

  • Bachelor’s degree.
  • 2+ years of experience in the financial services industry, with a preference for Private Wealth Management experience.