JPMorgan Software Engineer III - Python / SQL 

United States, Texas, Plano 

75027448

Wealth Management Solutions, Portfolio Manager Analyst or Associate.

The Portfolio Manager will have the following responsibilities:

• Implementation of portfolio construction based on Strategy team's calls and investment vehicle selection
• Maintain knowledge of the investment solutions utilized throughout Private Banking, including, mutual funds, exchange traded funds, structured notes, hedge funds, and separately managed accounts
• Maintain knowledge of each account's unique requirements and sensitivities
• Review and trade portfolios, manage orders and execute trades across managed account business including the following: New account initial investing and phase inTimely implementation of strategic and tactical shifts when announced by Portfolio Construction
• Monitoring cash and security activity in clients’ accounts
• Liquidating accounts
• Monitoring accounts for model drift and strategy deviation
• Relationship management with internal clients (client facing teams)
• Work with various internal partners to complete business initiatives

Key Competencies:

• Bachelor's degree in a finance - related discipline with a minimum 3.3/4.0 GPA. CFA or progress toward attaining CFA designation preferred, but not required
• 7+ years’ work experience in financial services industry with Private Wealth Management experience preferred
• Demonstrated solid understanding of investments with keen interest in broadening knowledge of portfolio management
• Demonstrated track record of building relationships with internal and external partners
• Prior experience operating within a risk framework