Job Description
You are a strategic thinker passionate about driving solutions using Investments knowledge and technology skills. You have found the right team.
As the Portfolio Implementation professional in our 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
• Pre trade 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 u sing 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
• Understanding 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
Required qualifications, capabilities, and skills
• Post Graduation in Finance with 8 to 10 years of work experience in the financial services industry.
• Understanding of all relevant investment products (managed accounts, equities, fixed income, mutual funds, ETFs)
• Demonstrated passion and understanding of financial markets
• Ability to operate in a fast-moving, demanding, and team-oriented environment
• Excellent communication, teamwork, and interpersonal skills
• Ability to multitask and prioritize in a fast-paced environment
• Demonstrates accountability and responsibility for his/her actions and results at all times
Desired qualifications, capabilities, and skills
• Exposure to portfolio monitoring/risk or related function preferred
• Experience with scripting languages and/or data analysis tools like Alteryx, Python, Tableau and VBA preferred
• Strong problem-solving, control, and project management skills
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
As the Portfolio Implementation professional in our 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
• Pre trade 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 u sing 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
• Understanding 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
Required qualifications, capabilities, and skills
• Post Graduation in Finance with 8 to 10 years of work experience in the financial services industry.
• Understanding of all relevant investment products (managed accounts, equities, fixed income, mutual funds, ETFs)
• Demonstrated passion and understanding of financial markets
• Ability to operate in a fast-moving, demanding, and team-oriented environment
• Excellent communication, teamwork, and interpersonal skills
• Ability to multitask and prioritize in a fast-paced environment
• Demonstrates accountability and responsibility for his/her actions and results at all times
Desired qualifications, capabilities, and skills
• Exposure to portfolio monitoring/risk or related function preferred
• Experience with scripting languages and/or data analysis tools like Alteryx, Python, Tableau and VBA preferred
• Strong problem-solving, control, and project management skills
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
💡 Quick Summary
Seeking a career-building opportunity? The Trade Implementation|Associate position is now open for candidates interested in the MIS Executive 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 MIS Executive is a plus.
