Trade Implementation Associate - Mumbai, India - JPMorgan Chase Bank, N.A.

JPMorgan Chase Bank, N.A.

Verified Company

Mumbai, India

3 weeks ago

Posted by:

Deepika Kaur

beBee Recuiter

Description

You are a strategic thinker passionate about driving solutions using data analytics and reporting skills. You have found the right team.

As the Trade Implementation professional in our Portfolio Management Team, you will spend each day defining, refining and delivering set goals for our firm

Job responsibilities

Under the supervision of a Senior Portfolio Manager, execute tactical and rebalancing trades in accounts and respond to any additional requests for needed investment activity. Assist Senior Portfolio Managers with Investment Management trading as needed.
Under the supervision of a Senior Portfolio Manager, the incumbent will act as a resource for investment communication with trust clients, particularly cotrustees 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
Monitor accounts to ensure alignment with tactical guidance and address investment risks; including concentrated positions, asset allocation variances, excess cash levels, and account specific restrictions
Conduct investment reviews to validate client investment objectives and ensure compliance with the investment mandate and risk guidelines
Work with various internal partners to complete numerous business initiatives. Maintain knowledge of each account's 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

Required qualifications, capabilities, and skills

An MBA or postgraduate degree in Finance or related area. Progress towards a CFA is a plus
Minimum 5 plus 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
Strong aptitude to identify and minimize investment / business and process risk
Attention to detail, excellent written and verbal communication
Strong Microsoft Excel skills, ability to automate and improve processes using scripting languages (Python,R) would be a plus

Preferred qualifications, capabilities, and skills

Detail and goal oriented, process focused
Hard working, ability to operate in a fastmoving, demanding and team oriented environment

JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.

Morgan and Chase brands.

Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success.

We are an equal opportunity employer and place 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.

In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.