Wealth Management Solutions – Investment Specialist – Portfolio Management Group – Pmg – Associate
| Company | JP Morgan Chase |
|---|---|
| Location | Columbus, OH, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Junior, Mid Level |
Requirements
- 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.
Responsibilities
- 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.
- 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.
- 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.
Preferred Qualifications
- Bachelor’s degree.
- 2+ years of experience in the financial services industry, with a preference for Private Wealth Management experience.