Wealth Management Solutions, Portfolio Management Analyst/Associate

JPMorgan Chase; Emmendingen (Kernstadt); Vor Ort; EUR 70.000 - 92.000; Vollzeit

Zusammenfassung

JPMorganChase in Newark, Delaware seeks a seasoned Portfolio Manager to implement portfolio construction and rebalance across private banking accounts, translating Strategy calls into executable investment choices. You will monitor client activity, manage trades, and ensure alignment with risk controls.

The role requires 3–7 years in financial services, a finance degree, and a solid understanding of investments.

Qualifikationen

• Bachelor's degree in finance-related discipline with a 3.3/4.0 GPA or higher.
• 3–7 years of work experience in financial services; Private Wealth Management preferred.
• Solid understanding of investments and portfolio management; keen to broaden knowledge.
• Proven ability to build relationships with internal and external partners.
• Experience operating within a risk framework.

Aufgaben

• Implementation of portfolio construction based on Strategy team's calls and investment vehicle selection.
• Maintain knowledge of investment solutions used in Private Banking (mutual funds, ETFs, structured notes, hedge funds, SMAs).
• Maintain knowledge of each account's requirements and sensitivities.
• Review and trade portfolios, manage orders and execute trades across managed accounts.
• Monitor client activity and cash/security movements; liquidate accounts as needed.
• Implement timely strategic/tactical shifts; monitor model drift and strategy deviation.
• Relationship management with internal clients and cross-functional partners.

Kenntnisse

Portfolio management

Client relationship management

Risk management

Financial markets knowledge

Ausbildung

Bachelor's degree in finance-related discipline

Tools

Trading platforms

Jobbeschreibung

The Portfolio Management Group (PMG) is the implementation engine for Private Banking's discretionary investment business, providing leverage for investment advisors and other front office partners as they pursue the Firm's growth initiatives. PMG is responsible for implementing the investment strategy and portfolio construction as dictated by the Private Banking Strategy team. PMG rebalances and manages risk in accounts across our investment management and trust portfolios.

Job 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:
• Monitoring client activity such as: new account initial investing and phase in's, monitoring cash and security activity, and liquidating accounts
• Timely implementation of strategic and tactical shifts when announced by Portfolio Construction
• Monitoring accounts for model drift and strategy deviation
• Relationship management with internal clients (client facing teams) and work with various internal partners to complete business initiatives

Required Qualifications, Skills and Capabilities:

• 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
• 3-7 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

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

Base Pay/Salary

Newark,DE $80,000.00 - $105,000.00 / year