Asset Management Portfolio Management Associate (Derivatives)

Testing Site - JPMC; New York (NY); On-site; USD 120,000 - 180,000; Full time

Job summary

Testing Site - JPMC is seeking a Portfolio Management Associate (Derivatives) to support the day-to-day implementation and analysis of derivative-based portfolios within the AMD team. You will collaborate with portfolio managers, investment specialists, and product owners to execute and monitor strategies.

You will analyze portfolio holdings, risk metrics, and performance, while communicating insights to internal and external stakeholders.

Qualifications

• 3+ years of industry experience with a focus on derivatives portfolio management, trading, or investment process support.
• Strong aptitude for desktop productivity tools including Excel, VBA and Python for quantitative analysis.
• Proficiency in Bloomberg, PowerPoint, and Excel.
• Demonstrated interest in markets and derivatives.
• Awareness of market, credit, and liquidity risk in derivatives.
• Bachelor’s degree in Business, Finance, Mathematics, Computer Science, Engineering, Economics, or related field.

Responsibilities

• Implement derivative-based investment strategies by monitoring cash flows, generating orders, coordinating trade execution with traders, and tracking portfolio drift vs targets.
• Collaborate cross-functionally to increase efficiencies, improve tools and processes, and work on strategic projects.
• Contribute to global portfolio management team discussions, strategy meetings, and team priorities.
• Provide research and analysis of portfolio holdings, key risk metrics, and new investment strategy ideas.
• Communicate investment performance, positioning, and investment views to internal and external stakeholders.
• Actively represent the team's philosophy and process to internal and external stakeholders.

Skills

Derivatives portfolio management

Excel

VBA

Python

Bloomberg

PowerPoint

Detail-oriented

Markets interest

Education

Bachelor’s degree in Business/Finance/Math/CS/Engineering/Economics

Tools

Investor Tools

Perform

Bloomberg

Spectrum

Aladdin

Job description

The Asset Management Derivatives (AMD) Portfolio Management team manages derivatives-based investment mandates for both internal and external clients across the globe. Our investment strategies are organized around four pillars: enhanced income, downside hedging, principal protection, and liability management.

Job summary:

As an Portfolio Management Associate (Derivatives) within the Asset Management Derivatives team, you will be a valued team member assisting portfolio managers with the day-to-day implementation and analysis of various derivative-based portfolios. You will collaborate closely with portfolio managers, investment specialists, AMD product owners, and various support and operations groups.

Job responsibilities:

• -Implement derivative-based investment strategies by monitoring cash flows, generating orders, coordinating trade execution with traders, and tracking portfolio drift vs targets.
• -Work cross functionally to increase efficiencies, improve tools and processes, and work on strategic projects.
• -Contribute to global portfolio management team discussions, strategy meetings, and team priorities.
• -Provide research and analysis of portfolio holdings, key risk metrics, and new investment strategy ideas.
• -Communicate investment performance, positioning, and investment views to internal and external stakeholders.
• -Actively represent the team's philosophy and process to internal and external stakeholders.

Required qualifications, skills and capabilities:

• -3+ years of industry experience with a focus on derivatives portfolio management, trading, investment strategy, or investment process support.
• -Strong aptitude and enthusiasm for desktop technology and productivity tools, including Excel, VBA, Python, and other programming languages used in quantitative analysis and research.
• -Proficiency in Bloomberg, PowerPoint, and Excel.
• -Strong work ethic, detail oriented, eagerness to learn and take initiative within a global PM team.
• -Demonstrated interest in markets and derivatives.
• -Aptitude to identify and minimize investment, operational, and business risk; awareness of market, credit, and liquidity risk in derivatives.
• -Bachelor’s degree in Business, Finance, Mathematics, Computer Science, Engineering, Economics, or a related field.

Preferred qualifications, skills and capabilities:

• -Experience with portfolio management tools (Investor Tools, Perform, Bloomberg, Spectrum, Aladdin).
• -Experience managing or working with Separately Managed Accounts (SMAs).
• -Experience trading derivatives or managing derivatives-based strategies.
• -Experience working with middle office, product management and technology.
• -Post graduate degree or CFA designation.