Job Description

:

You are a strategic thinker passionate about driving solutions using Trade operations skills. You have found the right team.

As the Portfolio Manager in our Portfolio Management Team, you will spend each day defining, refining and delivering set goals for our firm

Job Responsibilities:

• Under the supervision of a Senior Portfolio Manager, the incumbent will act as a resource for investment communication with trust clients, particularly co-trustees who share investment responsibility with the Bank
• Create trade proposals for Shared Authority accounts to execute on current tactical themes or address open risk items for assigned accounts
• Conduct investment reviews to validate client investment objectives and ensure compliance with the investment mandate and risk guidelines
• Have a controls mindset, be able to identify control gaps in the processes and implement innovative methods for making the processes stronger
• Work with various internal partners to complete multiple business initiatives
• Maintain knowledge of each account\'s unique requirements and sensitivities
• Relationship management with internal clients across all of the above and deliver critical and time sensitive processes with high level of accuracy within agreed timelines

Required Qualifications:

• An MBA or post-graduate degree in Finance or related area. Progress towards a CFA is a plus
• 1-2 year of 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

Preferred Qualification:

• Hard working, ability to operate in a fast-moving, demanding and team oriented environment
• Strong aptitude to identify and minimize investment, business risk and process risk
• Strong Microsoft Excel skills, ability to automate and improve processes using scripting languages (Python,R) would be a plus
• Attention to detail, excellent written and verbal communication

About Us:

JPMorgan Chase & Co., 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. In accordance with applicable law, we make reasonable accommodations for applicants\' and employees\' religious practices and beliefs, as well as any mental health or physical disability needs.

About the Team: 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.\xe2\x80\x8b

JPMorgan Chase