Portfolio Management Group - Trade Implementation Analyst

Join a global leader in wealth management and help deliver innovative investment solutions to high-net-worth clients. As an Analyst in the Portfolio Management Group, you'll gain hands-on experience in portfolio analytics, risk management, and process optimization. Elevate your career with J.P. Morgan, where your expertise and insights will help shape the future of private banking. You collaborate with portfolio managers and trading desks to monitor risk, implement trades, and maintain client accounts. You drive operational efficiency by leveraging technology and ensuring compliance with regulatory requirements.

As a Trade Support Analyst within the Portfolio Management Group, you deliver critical and time-sensitive processes with precision. You collaborate with portfolio managers and trading desks to monitor risk, implement trades, and maintain client accounts. You drive operational efficiency by leveraging technology and ensuring compliance with regulatory requirements.

Job Responsibilities

• Deliver critical and time-sensitive processes with high accuracy

• Conduct pre-trade monitoring of risk and identify accounts for trading

• Assist portfolio managers with account maintenance and trading inquiries

• Re-engineer processes, procedures, and business architecture using technology such as Alteryx, Python, and Tableau

• Review, monitor, and report performance of client accounts and portfolios

• Prepare Key Performance Indicator (KPI) packs for management review

• Implement timely and accurate trades based on Chief Investment Office guidelines

• Manage orders and send trades to fulfill daily tasks

• Support and monitor new account initial investments

• Monitor cash and security activity in client accounts

• Support liquidations and tax harvesting requests

Required Qualifications, Capabilities, and Skills

• Hold a post-graduate degree in Finance

• Demonstrate at least 2 years of experience in financial services in middle office or trade implementation

• Understand investment products including managed accounts, equities, fixed income, mutual funds, and ETFs

• Exhibit passion and knowledge of financial markets

• Communicate, collaborate, and build strong interpersonal relationships

• Multitask and prioritize effectively in a demanding environment

• Take accountability and responsibility for actions and results

Preferred Qualifications, Capabilities, and Skills

• Gain exposure to portfolio monitoring and trade life cycle

• Apply knowledge of risk or related functions

• Utilize scripting languages and data analysis tools such as Alteryx, Python, Tableau, and VBA

• Solve problems with strong control and project management skills

• Innovate with technology-driven solutions

• Report and monitor performance metrics for client portfolios

• Support operational excellence through process re-engineering