IPB - Investment Professional - LATAM South

JPMorgan Chase & Co.; New York (NY); On-site; USD 100,000 - 150,000; Full time

Job summary

JPMorgan Chase & Co. in New York City seeks an Investment Professional to support LATAM South client relationships within International Private Bank.

You will work with a cross-market team to provide daily service and execute transactions. Role requirements include Series 7/66 and Insurance licenses, fluent Spanish and English, a bachelor’s degree, and at least 1 year of related experience; you will perform trade execution, mandate creation, risk monitoring, and close collaboration with Client

Qualifications

• Bachelor’s degree required.
• Series 7 and 66 licenses required or must obtain within 90 days of start date.
• Fluent in Spanish and English.

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 and 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.

Skills

Spanish language

English language

Education

Bachelor’s Degree

Tools

PowerPoint

Excel

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