Private Bank Investment Associate

JPMorganChase; Boston (MA); On-site; USD 85,000 - 125,000; Full time

Job summary

JPMorgan Chase & Co. in Boston seeks an Investment Professional to support investors in managing client relationships within U.S. Private Bank.

You will coordinate with a team across markets to deliver first-class client service while handling brokerage trades and discretionary mandates. Key duties include risk monitoring, fee and billing oversight, and documenting client activity. The ideal candidate has 1–2 years in finance, Series 7/66 and insurance licenses or intent to obtain them within 90

Qualifications

• Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
• Bachelor's Degree required
• 1-2 years of industry related experience
• Exceptional follow-up and follow-through skills
• PowerPoint and Excel expertise
• 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

Responsibilities

• Consult on and execute brokerage trades, including: advising the client on trade execution, placing trades, reviewing brokerage trades - compare paper blotter to trade blotter daily, submitting cancel/corrects, making account updates
• Create mandates for discretionary accounts
• Risk Management - 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

Skills

PowerPoint

Excel

Interpersonal skills

Detail oriented

Self-starter

Education

Bachelor's Degree

Tools

Workstation

Connect

DDR/KYC

Job description

JPMorgan Chase & Co. in Boston seeks an Investment Professional to support investors in managing client relationships within U.S. Private Bank.

You will coordinate with a team across markets to deliver first-class client service while handling brokerage trades and discretionary mandates. Key duties include risk monitoring, fee and billing oversight, and documenting client activity. The ideal candidate has 1–2 years in finance, Series 7/66 and insurance licenses or intent to obtain them within 90