IPB - Investment Professional - LATAM South

J.P. Morgan; New York (NY); On-site; USD 90,000 - 150,000; Full time

Job summary

J.P. Morgan is seeking an Investment Professional to support the LATAM South team in New York City, providing essential daily client relationship support and collaboration with global colleagues.

You will work to execute trades, create discretionary mandates, monitor risk, and assist with fee scheduling. The role requires Series 7/66 and insurance licenses (or willingness to obtain within 90 days), fluent Spanish and English, and at least one year in the industry.

Qualifications

• Series 7 and Series 66 licenses required; unlicensed candidates may start
• Spanish and English fluency required
• Bachelor's degree required
• 1+ years in finance/related field preferred
• Proficient in PowerPoint and Excel
• Familiarity with JP Morgan Private Bank systems a plus

Responsibilities

• Execute brokerage trades and manage trade corrections.
• Create mandates for discretionary accounts.
• Monitor risk metrics and client advisor loadings with Team Leader.
• Submit and monitor fee schedules and billing.
• Manage Alternatives documents with clients to ensure accuracy.

Skills

Series 7

Series 66

Insurance licenses

Bilingual Spanish/English

Bachelor's degree

1+ years experience

PowerPoint

Excel

Attention to detail

Interpersonal skills

Education

Bachelor's Degree

Tools

Workstation

Connect

DDR/KYC

Job description

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan’s International Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.

As an Investment Professional on the LATAM South team in New York City, you will provide integral daily support to Investors in managing client relationships. Additionally, you will coordinate with a team of talented colleagues and other essential support groups, while maintaining awareness of and sensitivity to confidential nature of Private Banking clients.

Job Responsibilities

• Execute brokerage trades, including: placing trades, reviewing brokerage trades - compare paper blotter to trade blotter daily, submitting cancel/corrects, making account updates
• Create mandates for discretionary accounts
• Monitor exceptions and work with Client Advisors to conduct 'what-if' scenario-based analysis. Work with Team Leader to monitor risk metrics across the team
• Work with Team Leader to monitor Client Advisor loadings.
• Submit and monitor fee schedules and billing
• Manage Alternatives documents, including, submission, monitoring and working with clients to complete/correct

Required Qualifications, Capabilities, and Skills

• Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
• Fluent in both Spanish and English
• Bachelor’s Degree required
• One plus years of industry related experience
• Exceptional follow-up and follow-through skills
• PowerPoint and Excel expertise Preferred Qualifications, Capabilities, and Skills
• Familiarity with JP Morgan Private Bank systems Workstation, Connect, DDR/KYC or ability to learn proprietary software
• Experience and interest in financial markets and concepts
• Excellent interpersonal skills
• Self-starter, extremely organized and detail-oriented with strong commitment to accuracy

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

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals. An exciting opportunity to join a dynamic team in the Latin America (Southern Cone) Market supporting the financial investments of high-net-worth clients.