You are a strategic thinker passionate about driving solutions in US Equity portfolio implementation and monitoring. You have found the right team.
As “US Equity Portfolio Implementation Professional” within our “US Equity Team”, you will be responsible for setting and improving our organizational objectives, and ensuring their consistent accomplishment.
Job Responsibilities- Support senior portfolio managers on the analysis and execution of US Equity investment strategies.
- Develop an understanding of the investment process to assist in implementing portfolio buy/sell decisions.
- Send orders in equities, futures, and treasuries to support daily portfolio implementation.
- Monitor cash flows amongst various accounts to support portfolio funding and activity.
- Communicate with trading teams and internal partners to support execution and ongoing coordination.
- Monitor futures hedging activity to support portfolio strategy implementation.
- Track portfolio positioning, market news, and trades to stay current on drivers and activity.
- Analyze and reconcile position discrepancies to ensure alignment across accounts and records.
- Monitor account guidelines and restrictions to support adherence and portfolio controls.
- Review investment performance to support ongoing portfolio monitoring and evaluation.
- Execute ad-hoc projects including research initiatives, stock fundamentals and valuation, account transitions, and transaction cost analysis.
- Graduate/Postgraduate with atleast 1 year of relevant experience.
- Strong attention to detail and a methodical approach to problem solving
- Highly numerate with strong analytical aptitude
- Strong interest in financial markets and US Equity investing
- Self-motivated, goal/results-focused, and able to execute on objectives
- Strong interpersonal skills to liaise with numerous groups within JPMAM
- Strong teamwork and collaboration skills
- Strong aptitude and desire to learn quickly
- Strong technical skills, particularly in MS Excel
- Strong written communication skills
- Familiarity with Bloomberg
- Experience supporting elements of the investment process (e.g., trading support, analytics, operations)
- Market data services knowledge
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.
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
Skills Required
- Graduate/Postgraduate with at least 1 year of relevant experience
- Strong attention to detail and methodical problem solving
- Highly numerate with strong analytical aptitude
- Strong interest in financial markets and US Equity investing
- Self-motivated, goal/results-focused, able to execute on objectives
- Strong interpersonal skills to liaise with numerous groups
- Strong teamwork and collaboration skills
- Strong aptitude and desire to learn quickly
- Strong technical skills, particularly in MS Excel
- Strong written communication skills
- Familiarity with Bloomberg
- Experience supporting elements of the investment process (trading support, analytics, operations)
- Market data services knowledge
JPMorganChase Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about JPMorganChase and has not been reviewed or approved by JPMorganChase.
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Healthcare Strength — Medical, dental, vision, and mental health coverage are comprehensive, with on-site clinics, preventive care, and specialized supports such as maternity nurse guidance and fertility treatments. Wellness activities can help offset copays and out-of-pocket costs, reinforcing the perceived strength of health benefits.
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Retirement Support — A 401(k) with dollar-for-dollar matching and additional automatic pay credits reflect strong employer-backed retirement savings. An employee stock purchase plan and related financial programs further bolster long-term financial support.
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Leave & Time Off Breadth — Paid time off, sick time, holidays, and generous parental leave are provided alongside family medical leave and adoption/fertility assistance. Additional programs like caregiver support and volunteer time off expand the breadth of time-away options.
JPMorganChase Insights
What We Do
JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products. Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com. ©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.
Why Work With Us
Our technologists work on a diverse range of solutions that include strategic technology initiatives, big data, mobile, electronic payments, machine learning, cybersecurity, enterprise cloud development, and other state-of-the-art technologies.
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