Portfolio Management Group, Trade Coordination, Associate

JPMorganChase; New York (NY); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Health care coverage

On-site health centers

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorganChase, located at 270 Park Avenue, New York, seeks an Associate in the Portfolio Management Group (PMG) within Private Bank. You will handle full trade lifecycle—from pre-trade analysis to post-trade review—while ensuring adherence to risk controls and best execution standards.

The role requires 3–7 years in financial services, a finance-related degree, and strong communication. CFA progress is preferred; advanced Excel, PowerPoint, and Python are essential.

Qualifications

• Bachelor's degree in finance or related field.
• 3–7 years of experience in financial services; wealth management/private banking preferred.
• Strong understanding of investment solutions and portfolio management.
• Proven ability to build relationships with stakeholders at multiple levels.
• Experience operating within a risk and controls framework with attention to detail.
• Strong written and verbal communication skills.
• CFA designation or progress toward CFA preferred.
• Advanced Excel and PowerPoint.
• Python and experience with large datasets.

Responsibilities

• Perform detailed pre-trade analysis to size trades and assess platform capacity, liquidity, and client impact.
• Create, communicate, and syndicate a trade plan considering sequencing and allocation policy.
• Present trades and key nuances to the Global Portfolio Management team.
• Maintain daily communication with internal and external partners; escalate changes and risks.
• Conduct post-trade analysis and ensure trade documentation is complete.
• Drive efficiency improvements within trade coordination and PMG processes; work with technology on workflow tooling.
• Assist in day-to-day oversight activities for the Six Circles mutual fund complex.

Skills

Communication skills

Attention to detail

Relationship management

Analytical thinking

Portfolio management interest

Education

Bachelor's degree in finance

CFA designation or progress toward CFA

Tools

Excel

PowerPoint

Python

Job description

Job Description

Location: 270 Park Avenue, New York

Business: Asset & Wealth Management (J.P. Morgan Private Bank)

Schedule: Full-time

The Portfolio Management Group (PMG) is the implementation engine for the Private Bank's discretionary investment business, providing leverage for investment advisors and front office partners as they pursue the Firm's growth initiatives. PMG is responsible for implementing the investment strategy and portfolio construction decisions set by the Private Banking Strategy/CIO teams, including portfolio rebalancing and ongoing risk management across investment management and trust portfolios.

This Associate role sits within a trade coordination function and is responsible for advancing approved trade ideas through the full lifecycle-pre-trade analysis, trade planning, execution coordination, and post-trade review-while ensuring adherence to risk controls, fair allocation, and best execution standards.

Key Responsibilities

• Perform detailed pre-trade analysis to size trades and assess platform capacity, liquidity considerations, and client/account impact.
• Create, communicate, and syndicate a trade plan that accounts for sequencing, liquidity, and adherence to allocation policy.
• Present trades and key nuances (constraints, risks, customization considerations) to the broader Global Portfolio Management team for awareness and coordination.
• Maintain daily communication throughout the trade lifecycle with internal and external partners, escalating changes, risks, and issues as needed.
• Conduct post-trade analysis versus expectations and ensure appropriate trade documentation is completed.
• Drive efficiency improvements within the trade coordination team and broader PMG processes; partner with technology teams on workflow and tooling enhancements.
• Assist in day-to-day oversight activities for the Six Circles mutual fund complex.

Required Qualifications, Skills And Capabilities

• Bachelor's degree in finance or a related discipline.
• 3-7 years of experience in financial services; wealth management/private banking experience preferred.
• Strong understanding of investment solutions and demonstrated interest in portfolio management and markets.
• Demonstrated track record of building relationships and partnering effectively with stakeholders at multiple levels (investment, trading, operations, and client-facing teams).
• Prior experience operating within a risk and controls framework; strong attention to detail and sound judgment in execution.
• Strong communication skills (written and verbal) with ability to synthesize trade considerations for broad audiences.
• CFA designation or progress toward CFA preferred (not required).
• Advanced Excel and PowerPoint.
• Python and experience working with large datasets (analysis, automation, workflow efficiency).

ABOUT US

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.

• comprehensive health care coverage
• on-site health and wellness centers
• a retirement savings plan
• backup childcare
• tuition reimbursement
• mental health support
• financial coaching

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

About The Team

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.