U.S. Private Bank - Investment Professional

JPMorgan Chase; New York (NY); On-site; USD 90,000 - 125,000; Full time

Job summary

JPMorgan Chase in New York seeks an Investment Professional to provide essential support to Investors of the U.S. Private Bank, managing client relationships and coordinating with teams across markets to uphold confidential standards.

You will work with a group of colleagues and support teams to ensure accurate trade execution, fee processing, and timely information sharing while maintaining a client-focused, high-integrity service mindset.

Qualifications

• Series 7 and 66 licenses; candidates must obtain licenses within 90 days of start date.
• Bachelor's Degree is required.
• 1+ years of industry-related experience.
• Exceptional follow-up and follow-through skills.
• PowerPoint and Excel proficiency; Bloomberg experience is a plus.

Responsibilities

• Consult on and execute brokerage trades, advising on execution, placing trades, reviewing blotters, submitting cancels/corrections, and updating accounts.
• Create mandates for discretionary accounts.
• Monitor exceptions and perform scenario-based analysis with the team to review risk metrics.

Skills

Series 7

Series 66

Strong communication

Attention to detail

Education

Bachelor's Degree

Tools

PowerPoint

Excel

Bloomberg

Workstation/Connect/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 U.S. 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 in the U.S. Private Bank, 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

• 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
• 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
• 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 required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
• Bachelor's Degree required
• One plus years of industry related experience
• Exceptional follow-up and follow-through skills
• PowerPoint and Excel expertise; Bloomberg experience a plus

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