Job Description
You are a strategic thinker, passionate and focused. You have found the right team.
As a Portfolio Implementation Analyst in Equities team, you will support senior portfolio managers on the analysis and execution of US Equity Investment strategies. You will learn about the portfolio management process by assisting in the daily implementation of a portfolio strategy. You will liaise with team members across JP Morgan Asset Management on projects related to portfolio management.
Job Responsibilities:
Develop an understanding of the investment process with the objective of assisting the portfolio manager in implementing buy/sell decisions by sending down orders in equities, futures, and treasuries, monitoring cash flows amongst various accounts, communicating with trading teams, and monitoring futures hedging, etc.
Keeping abreast of portfolio positioning, market news, and trades, analyzing/reconciling position discrepancies, monitoring account guidelines and restrictions, investment performance reviews etc.
Collaborating with various team members and groups on projects related to portfolio management, including research initiatives, stock fundamentals and valuation, complex account transitions, transaction cost analysis, etc.
Required qualifications, capabilities, and skills:
2-3 years of work experience within investment process support or financial product domain
Strong numerical, analytical and problem solving skills
Understanding of financial services industry
Strong interpersonal and communication skills
Ability to execute on objectives defined, focused on goals/results
Proficient in Microsoft Excel and Word and skilled in PowerPoint
Preferred qualifications, capabilities, and skills:
Familiarity with Bloomberg
Coding experience in Visual Basic Application
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, ****** 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.
As a Portfolio Implementation Analyst in Equities team, you will support senior portfolio managers on the analysis and execution of US Equity Investment strategies. You will learn about the portfolio management process by assisting in the daily implementation of a portfolio strategy. You will liaise with team members across JP Morgan Asset Management on projects related to portfolio management.
Job Responsibilities:
Develop an understanding of the investment process with the objective of assisting the portfolio manager in implementing buy/sell decisions by sending down orders in equities, futures, and treasuries, monitoring cash flows amongst various accounts, communicating with trading teams, and monitoring futures hedging, etc.
Keeping abreast of portfolio positioning, market news, and trades, analyzing/reconciling position discrepancies, monitoring account guidelines and restrictions, investment performance reviews etc.
Collaborating with various team members and groups on projects related to portfolio management, including research initiatives, stock fundamentals and valuation, complex account transitions, transaction cost analysis, etc.
Required qualifications, capabilities, and skills:
2-3 years of work experience within investment process support or financial product domain
Strong numerical, analytical and problem solving skills
Understanding of financial services industry
Strong interpersonal and communication skills
Ability to execute on objectives defined, focused on goals/results
Proficient in Microsoft Excel and Word and skilled in PowerPoint
Preferred qualifications, capabilities, and skills:
Familiarity with Bloomberg
Coding experience in Visual Basic Application
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, ****** 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.
💡 Quick Summary
Seeking a career-building opportunity? The Portfolio Implementation US Equities | Analyst position is now open for candidates interested in the Bank Jobs sector. This role in Mumbai offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
