Trade Implementation Analyst - Portfolio Management Group

At J.P. Morgan, we empower our clients with tailored investment solutions. As a Trade Implementation Analyst, you'll be at the forefront of executing high-conviction ideas. Join a dynamic team that thrives on precision and innovation in wealth management.

As a Trade Implementation Analyst within the Portfolio Management Group, you will process tactical trades and re-balancing in accounts. You will create trade proposals and monitor accounts to ensure alignment with strategic guidance. Collaborate with internal partners to deliver high-touch, customized solutions for sophisticated clients.

Job Responsibilities:

• Process tactical and re-balancing trades in accounts and respond to any additional requests for needed investment activity. 
• Create trade proposals for Shared Authority accounts on current tactical themes or address open risk items for the accounts 
• Monitor accounts to ensure alignment with CIO’s tactical guidance and address investment risks; including concentrated positions, asset allocation variances, excess cash levels, and account specific restrictions
• Work with various internal partners to complete numerous business initiatives
• Maintain knowledge of each account's unique requirements and sensitivities
• Deliver critical and time sensitive processes with high level of accuracy within agreed timelines

Required Qualifications, Capabilities, and Skills:

• An MBA or post-graduate degree in Finance or related area
• Minimum 2 years 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 
• Hard working, ability to operate in a fast-moving, demanding and team oriented environment
• Strong aptitude to identify and minimize investment / business and process risk
• Attention to detail, excellent written and verbal communication

Preferred Qualifications, Capabilities, and Skills:

•  Progress towards a CFA is a plus
• Exposure to portfolio monitoring/risk or related function 
• Experience with scripting languages and/or data analysis tools like Alteryx, Python, Tableau and VBA
• Strong problem-solving, control, and project management skills
• Strong Microsoft Excel skills, ability to automate and improve processes using scripting languages (Python,R) would be a plus