U.S. Private Bank - Investment Professional - Associate

Investment Professional In The U.S. Private Bank

We are actively looking for exceptionally talented individuals who are collaborative, confident, and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses, and functions to provide you with the opportunity to take your career to the next level. As an investment professional in the U.S. Private Bank, you will provide integral daily support to investors in managing client relationships. Additionally, you will coordinate with a team of talented colleagues and other essential support groups, while maintaining awareness of and sensitivity to the confidential nature of Private Banking clients.

Job Responsibilities

• Consult on and execute brokerage trades, including advising the client on trade execution, placing trades, reviewing brokerage trades - compare paper blotter to trade blotter daily, submitting cancel / corrects, making account updates
• Create mandates for discretionary accounts
• Monitor exceptions and work with Client Advisors to conduct 'what-if' scenario-based analysis. Work with Team Leader to monitor risk metrics across the team
• Work with Team Leader to monitor client advisor loadings
• Submit and monitor fee schedules and billing
• Manage Alternatives documents, including submission, monitoring, and working with clients to complete / correct

Required Qualifications, Capabilities, and Skills

Preferred Qualifications, Capabilities, and Skills

JPMorgan Chase & Co. is an equal opportunity employer and places 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 disability needs. Visit our FAQs for more information about requesting an accommodation.