Trade Implementation Analyst - Portfolio Management Group

At J.P. Morgan, we empower our clients with tailored investment solutions. As a Trade Implementation Analyst, you'll be at the forefront of executing high-conviction ideas. Join a dynamic team that thrives on precision and innovation in wealth management.

As a Trade Implementation Analyst within the Portfolio Management Group, you will process tactical trades and re-balancing in accounts. You will create trade proposals and monitor accounts to ensure alignment with strategic guidance. Collaborate with internal partners to deliver high-touch, customized solutions for sophisticated clients.

Job Responsibilities:

• Process tactical and re-balancing trades in accounts and respond to any additional requests for needed investment activity. 
• Create trade proposals for Shared Authority accounts on current tactical themes or address open risk items for the accounts 
• Monitor accounts to ensure alignment with CIO’s tactical guidance and address investment risks; including concentrated positions, asset allocation variances, excess cash levels, and account specific restrictions
• Work with various internal partners to complete numerous business initiatives
• Maintain knowledge of each account's unique requirements and sensitivities
• Deliver critical and time sensitive processes with high level of accuracy within agreed timelines

 

Required Qualifications, Capabilities, and Skills:

• An MBA or post-graduate degree in Finance or related area
• Minimum 2 years work experience in Financial Services or Trade Operations or Middle Office or Portfolio Management / Analytics
• Strong interest in financial markets and understanding of investment products
• Detail and goal oriented, process focused 
• Hard working, ability to operate in a fast-moving, demanding and team oriented environment
• Strong aptitude to identify and minimize investment / business and process risk
• Attention to detail, excellent written and verbal communication

 

Preferred Qualifications, Capabilities, and Skills:

•  Progress towards a CFA is a plus
• Exposure to portfolio monitoring/risk or related function 
• Experience with scripting languages and/or data analysis tools like Alteryx, Python, Tableau and VBA
• Strong problem-solving, control, and project management skills
• Strong Microsoft Excel skills, ability to automate and improve processes using scripting languages (Python,R) would be a plus

 

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 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.