JPMorgan Wealth Management Solutions Investment Specialist 

United States, Ohio, Columbus 

700653667

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.