Vice President, PMG: Trade Execution & Portfolio Solutions

JPMorgan Chase & Co.; City of Rochester (NY); On-site; USD 180,000 - 240,000; Full time

Job summary

JPMorgan Chase & Co. in New York seeks a seasoned Vice President to lead the end-to-end trade lifecycle within the Private Bank's PMG trade coordination function.

You will size trades, plan execution, and ensure alignment with risk controls, fair allocation, and best execution standards while partnering with investment, trading, and operations teams to optimize platform efficiency and client outcomes.

Qualifications

• Bachelor’s degree in finance or related discipline.
• 7–12 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 across investment, trading, operations and client-facing teams.
• Experience operating within risk and controls framework with strong attention to detail.
• Excellent written and verbal communication skills.
• CFA designation or progress toward CFA preferred.
• Experience working with large datasets (analysis, automation, workflow).

Responsibilities

• Own end-to-end lifecycle for approved trade ideas—from pre-trade analysis to post-trade review.
• Size trades, plan execution, ensure adherence to risk controls, fair allocation and best execution standards.
• Create, communicate, and syndicate a trade plan with sequencing and liquidity considerations.
• Present trades and nuances to Global Portfolio Management team for awareness and coordination.
• Maintain daily communication throughout the trade lifecycle with internal and external partners.
• Drive initiatives to enhance investment offerings and implementation, including overlay management, lower costs, operating efficiencies, and deeper managed platform.

Skills

Relationship management

Communication

Risk management

Data analysis

Portfolio management

Education

Bachelor’s degree in finance or related discipline

CFA designation or progress toward CFA

Job description

JPMorgan Chase & Co. in New York seeks a seasoned Vice President to lead the end-to-end trade lifecycle within the Private Bank's PMG trade coordination function.

You will size trades, plan execution, and ensure alignment with risk controls, fair allocation, and best execution standards while partnering with investment, trading, and operations teams to optimize platform efficiency and client outcomes.