Asset & Wealth Management - Portfolio Management Manager

Join a dynamic team dedicated to portfolio health and impactful change in Wealth Management. Apply today to make a difference with us!

Job Summary
As a Portfolio Management Manager in the Portfolio Management team, you collaborate with key stakeholders to expertly manage and optimize the portfolio. You focus on research, identification, and resolution of portfolio exceptions while maintaining portfolio health. You drive consistency and maintain effective controls through partnership and teamwork.

Job Responsibilities:

• Lead a team of 4 analysts with scope to increase
• Identify skill gaps and help grow the team as needed
• Provide oversight of several key functions
• Review portfolio exceptions of JPMorgan Wealth Management  SBL clients
• Resolve margin calls with JPMorgan Wealth Management  Advisors
• Work with the estates team to manage pipeline and ensure timely resolution
• Work with JPMorgan Wealth Management  Lending Solutions and JPMorgan Wealth Management Credit Risk for escalated exceptions
• Partner with SBL origination, Annual Review, and JPMorgan Wealth Management  advisors for escalations and any items that may require their action
• Identify operational gaps and ensure resolution
• Review portfolio exceptions of JPMorgan Wealth Management  SBL clients
• Resolve margin calls with JPMorgan Wealth Management  Advisors
• Work with the estates team to manage pipeline and ensure timely resolution

Required Qualifications, Capabilities, And Skills:

• Proven ability to lead and mentor with the ability to foster collaboration and growth
• General understanding of credit products/commercial lending concepts
• Proficiency in Microsoft, Excel, Word, PowerPoint, and Outlook
• Strong analytical and problem-solving skills
• Excellent communication, presentation, and personal skills
• Ability to think critically and multi-task 
• Perform tasks with limited supervision

Preferred Qualifications, Capabilities, And Skills:

• Proven ability to present to senior leadership
• Preferred Bachelor’s degree in a business-related field
• Candidates should have a minimum of 3 years of private banking/asset management and credit/lending experience
• General understanding of financial markets and securities industry

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. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. 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