Trading Implementation Analyst - Separately Managed Accounts

Are you looking for an exciting opportunity to join a dynamic and growing team in a fast paced and challenging area? This is a unique opportunity for you to work in the Asset Management Operations team to partner with the Business to provide a comprehensive view of Trading Implementation

As a Trading implementation Analyst in Asset Management Operations, you will be responsible for (a) implementing equity trades for discretionary strategies, (b) ensuring the accuracy of investment data used within the portfolio implementation process, (c) delivering model portfolios to sponsoring intermediaries for non-discretionary strategies, and (d) working with internal partners to improve the scalability and efficiency of the business.  If you are intellectually curious, detail-oriented, have strong analytical skills, and have a passion for participating in the investment process, you may be the perfect fit for our team. 

 

Job Responsibilities

• Trade discretionary Managed Accounts across a variety of investment strategies
• Review client accounts for model drift and strategy deviation
• Monitor and update models for non-discretionary platforms
• Research and respond to specific account inquiries in a timely manner  
• Partner with Portfolio Managers, and Client Service and Technology teams to resolve issues and improve scale and efficiency
• Participate in the planning and development of new business processes
• Support a culture of continuous improvement by defining, documenting, and implementing process improvements

 

Required qualifications, capabilities, and skills

• 2 years’ relevant work experience
• Familiarity with the implementation of Separately Managed Accounts (SMA) portfolios
• Strong analytical, problem-solving, and organizational skills with ability to meet tight deadlines
• Effective communicator with strong written and oral communication skills, and the ability to lead discussions and influence people 
• Inclusive leadership skills, with ability to work independently and collaborate amongst the team 
• Client service mindset, providing timely responses to internal clients
• Strong attention to detail

 

Preferred qualifications, capabilities, and skills

• Bachelor’s degree
• Process improvement and implementation experience
• Ability to manage concurrent assignments effectively and efficiently
• Ability to navigate a complex organization involving numerous groups and individuals
• Experience working alongside portfolio managers, client service and technology teams
• Adaptable to changing environments

Work schedule

• This hybrid role requires going into the office three days a week with two days' flexibility to work from home, subject to change

 

This position is not eligible for H1B or Sponsorship

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 di