Job ref no.: CT3114386-01#7876

Wealth Management - Portfolio Management Group, Portfolio Manager, Vice President / Associate

JP Morgan Chase

JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2 trillion, over 200,000 employees and operations in over 60 countries. It operates across six business segments including Investment Banking, Commercial Banking, Treasury & Securities Services, Asset & Wealth Management, Retail Financial Services and Card Services.

The Wealth Management division of JPMorgan Chase & Co. is part of the Asset & Wealth Management business segment. It has offered for over 160 years customized solutions and client service of the highest quality to solve the complex needs of wealthy individuals and their families around the world. With assets under management of $1.25 trillion, it is one of the largest asset and wealth managers in the world.

If you're interested in working in an environment where leadership, excellence, integrity and diversity are among our core principles, then explore the opportunities at JPMorgan Chase. Further information about careers at JPMorgan Chase can be found on our website:
The Portfolio Management Group (PMG) is the implementation engine for the Private Bank's discretionary investment business, and is responsible for ensuring that portfolios are managed in accordance with client investment parameters.

The Portfolio Manager will have the following responsibilities:
  • Implementation of our Portfolio Construction and Investment Strategy team's views to ensure the bank's best investment thinking is reflected consistently in our client accounts
  • Maintain knowledge of the investment solutions utilized throughout the Private Bank, including, mutual funds, exchange traded funds, structured notes, hedge funds, and separately managed accounts
  • Maintain knowledge of each account's unique requirements/sensitivities and effectively translate into portfolio management decisions
  • Monitor accounts for model drift and strategy deviation across the fixed income, equity and alternatives asset classes and rebalance portfolios when required
  • Monitor investment vehicle selection and resulting exposures
  • Monitoring cash and security activity in client accounts
  • Develop and maintain strong working relationships with internal clients
  • Communicate PMG trading activity and initiatives to internal clients and partners
  • Market PMG effectively to all internal clients to continue to grow the team's footprint in Asia
  • Work directly with Strategy and Solutions teams to construct and implement investment ideas within the discretionary business
  • Work with various other internal partners to complete business initiatives
  • Maintain effective controls within the governance structure, to mitigate risks and ensure consistency
  • Minimum Bachelor's degree
  • Wealth Management experience
  • Ability to demonstrate a passion for and understanding of investment solutions
  • Detail orientated and process focused
  • Ability to operate in a fast-moving and demanding environment
  • Work effectively as part of a global team
  • Aptitude to identify and minimize investment/business risk
  • Strong communications skills
  • IMC and/or a CFA charter holder preferred


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More job information
Job ref no. CT3114386-01#7876
  • N/A
Job Function
Employment Term
  • Permanent
  • Full-time
  • 0 year - 5 years
Career Level
  • Middle management level
  • Degree
  • Master's degree