Asset Management - Portfolio Implementation Specialist - Associate.

Portfolio Implementation Associate

The Customized Managed Account Solutions Investment team is responsible for equity trading, portfolio management, and the implementation process in the Separately Managed Accounts space. Customized Managed Accounts Solutions (CMAS) oversees the entirety of JPMorgan Asset Management's Separately Managed Account and Model Portfolios business.

As a Portfolio Implementation Associate within the Customized Managed Account Solutions Investment team, you will be responsible for : implementing equity trades for discretionary strategies, ensuring accounts are properly positioned to investment model, delivering SMA model portfolios to sponsoring intermediaries for non-discretionary strategies, managing accounts offered in JPM's Tax Smart Platform and working with internal partners to improve the scalability and efficiency of the business.

You will be 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 include :

• Trade discretionary Managed Accounts across a variety of SMA investment strategies
• Review client accounts for investment model drift and implement strategy changes
• Monitor and update SMA investment models for non-discretionary platforms
• Oversee and perform order management review of accounts in JPM's Tax Smart Platform
• Research and respond to investment model and client account inquiries in a timely manner
• Partner with Portfolio Managers, Client Service and Technology teams to resolve issues and improve scale and efficiency
• Participate in the planning and launching of new and existing investment strategy placements
• Support a culture of continuous improvement by defining, documenting, and implementing process improvements

Required qualifications, capabilities, and skills :

Preferred qualifications, capabilities, and skills :

JPMorgan Chase & Co. offers a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. Those in eligible roles may receive commission-based pay and / or discretionary incentive compensation, paid in the form of cash and / or forfeitable equity, awarded in recognition of 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.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability / Veterans