You will share your time between performing trade implementation activities for managed accounts as well as working on projects relating to improving the various commingled trading and workflow systems. PMG provides portfolio implementation services for discretionary accounts focusing on rebalancing and risk management activities. We are in New York, Delaware, and Ohio and oversee daily management, monitoring, rebalancing, and implementation of trading activity across client accounts. The team s... more details
Job Summary
You will share your time between performing trade implementation activities for managed accounts as well as working on projects relating to improving the various commingled trading and workflow systems.
PMG provides portfolio implementation services for discretionary accounts focusing on rebalancing and risk management activities. We are in New York, Delaware, and Ohio and oversee daily management, monitoring, rebalancing, and implementation of trading activity across client accounts. The team supports single manager and multi-manager advisory strategies, multi-strategy solutions as well as mutual fund advisory products for PB, CWM, JPMA, and JPMPA business lines. The objective of the team is to implement J.P. Morgan Wealth Management's best thinking across managed accounts, deliver a consistent client experience, help to manage and reduce risk and provide additional time for the front office to focus on client investment discussions and service.
Responsibilities
Day to day workflow/trading issue and escalation support
Participate and contribute to the various strategic initiatives; keep improving and evolving processes, procedures, and business architecture
Manage orders and send trades
Timely and accurate trading of accounts
Assist Wealth Management portfolio managers with account maintenance issues and account trading inquiries
Work independently with users to define concepts and under direction of project manager(s)
Excellent verbal and written communication skills and the ability to interact professionally with a diverse group including executives, managers, and subject matter experts
Own entitlements across multiple internal and vendor platforms
Desired Experience:
Understanding of relevant investment products (Managed accounts, equities, mutual funds, ETFs) and financial markets
Python coding experience a plus
Strong analytical/writing skills, ability to quickly analyze information and creatively reach solutions
Self-starter, detail-oriented, well organized, able to multi-task effectively
Ability to conceptualize and quickly understand new processes
Intermediate knowledge of Excel and PowerPoint
Share time between performing trade implementation activities for managed accounts as well as working on projects related to improving the various commingled trading and workflow systems.
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