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 restrictionsWork with various internal partners to complete numerous business initiativesMaintain knowledge of each account's unique requirements and sensitivitiesDeliver 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 areaMinimum 2 years work experience in Financial Services or Trade Operations or Middle Office or Portfolio Management / AnalyticsStrong interest in financial markets and understanding of investment productsDetail and goal oriented, process focused Hard working, ability to operate in a fast-moving, demanding and team oriented environmentStrong aptitude to identify and minimize investment / business and process riskAttention to detail, excellent written and verbal communication

 

Preferred Qualifications, Capabilities, and Skills:

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