skillindiajobs
Register for Job
Hyderabad Jobs
Banglore Jobs
Chennai Jobs
Delhi Jobs
Ahmedabad Jobs
Mumbai Jobs
Pune Jobs
Vijayawada Jobs
Gurgaon Jobs
Noida Jobs
Oil & Gas Jobs
Banking Jobs
Construction Jobs
Top Management Jobs
IT - Software Jobs
Medical Healthcare Jobs
Purchase / Logistics Jobs
Sales
Ajax Jobs
Designing Jobs
ASP .NET Jobs
Java Jobs
MySQL Jobs
Sap hr Jobs
Software Testing Jobs
Html Jobs
IT Jobs
Logistics Jobs
Customer Service Jobs
Airport Jobs
Banking Jobs
Driver Jobs
Part Time Jobs
Civil Engineering Jobs
Accountant Jobs
Safety Officer Jobs
Nursing Jobs
Civil Engineering Jobs
Hospitality Jobs
Part Time Jobs
Security Jobs
Finance Jobs
Marketing Jobs
Shipping Jobs
Real Estate Jobs
Telecom Jobs

Wealth Management Solutions - Portfolio Management Group Analyst - Trade Implementation

1.00 to 2.00 Years   Mumbai City   12 Aug, 2022
JPMorgan
Job LocationMumbai City
EducationNot Mentioned
SalaryNot Disclosed
IndustryBanking / Financial Services
Functional AreaGeneral / Other Software
EmploymentTypeFull-time

Job Description

    The Portfolio Management Group (PMG) is the implementation engine for the Private Banks discretionary investment business, providing leverage for investment advisors and other internal partners in order to pursue the Firms growth initiatives. PMG is responsible for implementing the investment strategy and portfolio construction as dictated by the Private Banking Strategy team and dedicated asset class specialists. Within PMG, National Trust is a team responsible for implementing JPMorgan s high conviction ideas across discretionary accounts requiring more high-touch, customized solutions; collaborating with integrated teams to provide sophisticated clients with advice surrounding complex trust structures, significant tax issues, and single stock concentrations. Key Responsibilities: The successful candidate will have the following responsibilities:
    • Under the supervision of a Senior Portfolio Manager, the incumbent will act as a resource for investment communication with trust clients, particularly co-trustees who share investment responsibility with the Bank
    • Create trade proposals for Shared Authority accounts to execute on current tactical themes or address open risk items for assigned accounts
    • Conduct investment reviews to validate client investment objectives and ensure compliance with the investment mandate and risk guidelines
    • Have a controls mindset, be able to identify control gaps in the processes and implement innovative methods for making the processes stronger
    • Work with various internal partners to complete multiple business initiatives
    • Maintain knowledge of each accounts unique requirements and sensitivities
    • Relationship management with internal clients across all of the above
    • Deliver critical and time sensitive processes with high level of accuracy within agreed timelines
    Essential Skills & Experience:
    • An MBA or post-graduate degree in Finance or related area. Progress towards a CFA is a plus
    • 1-2 years work experience in Financial Services or Trade Operations or Middle Office or Portfolio Management / Analytics Strong interest in financial markets and understanding of investment products
    • Detail and goal oriented, process focused
    • Hard working, ability to operate in a fast-moving, demanding and team oriented environment
    • Strong aptitude to identify and minimize investment, business risk and process risk
    • Strong Microsoft Excel skills, ability to automate and improve processes using scripting languages (Python,R) would be a plus
    • Attention to detail, excellent written and verbal communication
    ,

Keyskills :
high level of accuracymiddle officeprivate bankingmicrosoft exceltrade operationswealth managementfinancial marketsinvestment banking

APPLY NOW

Wealth Management Solutions - Portfolio Management Group Analyst - Trade Implementation Related Jobs

© 2020 Skillindia All Rights Reserved