Job Description
You are a strategic thinker passionate about driving solutions using financial service skills. You have found the right team.
As the Trade Implementation professional in our Portfolio Management Team, you will spend each day defining, refining and delivering set goals for our firm
Job responsibilities
Deliver critical and time sensitive processes with high level of accuracy within agreed timelines
Pretrade monitoring of risk and identifying accounts to be traded by the Portfolio Managers
Assist Wealth Management portfolio managers with account maintenance and account trading inquiries
Re-engineering processes, procedures, and business architecture using technology like Alteryx, Python, Tableau
Review, monitor and report performance of client accounts and portfolios. Example: Prepare Key Performance Indicator (KPI) packs. Implementing timely and accurate trades in the accounts based on the guidelines from the Chief Investment Office
Understand orders and send trades to fulfill the following typical daily tasks:
New account initial investments
Monitoring cash and security activity in client accounts
Liquidating accounts
Tax harvesting requests
Communicate and partner with trading desks, technology, operations, product, project, and sales teams to complete numerous business initiatives
Required qualifications, capabilities, and skills
Post-Graduation in Finance with up to 2 years of work experience in the financial services industry. Exposure to portfolio monitoring/risk or related function would be a plus
Experience with scripting languages and/or data analysis tools like Alteryx, Python, Tableau and VBA(Visual basic for application).
Understanding of all relevant investment products (managed accounts, equities, fixed income, mutual funds, ETFs)
Demonstrated passion and understanding of financial markets
Excellent communication, teamwork, and interpersonal skills
Possess strong analytical and numerical skills
Strong problem-solving, control, and project management skills
Preferred qualifications, capabilities, and skills
Ability to operate in a fast-moving, demanding, and team-oriented environment
Ability to multitask and prioritize in a fast-paced environment
Demonstrates accountability and responsibility for his/her actions and results at all times
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 the Trade Implementation professional in our Portfolio Management Team, you will spend each day defining, refining and delivering set goals for our firm
Job responsibilities
Deliver critical and time sensitive processes with high level of accuracy within agreed timelines
Pretrade monitoring of risk and identifying accounts to be traded by the Portfolio Managers
Assist Wealth Management portfolio managers with account maintenance and account trading inquiries
Re-engineering processes, procedures, and business architecture using technology like Alteryx, Python, Tableau
Review, monitor and report performance of client accounts and portfolios. Example: Prepare Key Performance Indicator (KPI) packs. Implementing timely and accurate trades in the accounts based on the guidelines from the Chief Investment Office
Understand orders and send trades to fulfill the following typical daily tasks:
New account initial investments
Monitoring cash and security activity in client accounts
Liquidating accounts
Tax harvesting requests
Communicate and partner with trading desks, technology, operations, product, project, and sales teams to complete numerous business initiatives
Required qualifications, capabilities, and skills
Post-Graduation in Finance with up to 2 years of work experience in the financial services industry. Exposure to portfolio monitoring/risk or related function would be a plus
Experience with scripting languages and/or data analysis tools like Alteryx, Python, Tableau and VBA(Visual basic for application).
Understanding of all relevant investment products (managed accounts, equities, fixed income, mutual funds, ETFs)
Demonstrated passion and understanding of financial markets
Excellent communication, teamwork, and interpersonal skills
Possess strong analytical and numerical skills
Strong problem-solving, control, and project management skills
Preferred qualifications, capabilities, and skills
Ability to operate in a fast-moving, demanding, and team-oriented environment
Ability to multitask and prioritize in a fast-paced environment
Demonstrates accountability and responsibility for his/her actions and results at all times
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 Trade Implementation 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.
