Jobs for People with MS: National MS Society

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.

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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and 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 is an Equal Opportunity Employer, including Disability/Veterans