Private Bank WM Portfolio Manager at JPMorgan Chase Bank, N.A. in Westerville, Ohio

Job Description:

Asset & Wealth Management - Portfolio Management Group, Portfolio Manager (Assoc) - Columbus

J.P. Morgan Private Bank is a global wealth management leader that delivers the highest quality advice, service, capabilities and products to ultra high net worth individuals and families in 36 countries around the world. The Private Bank delivers highly customized and tailored solutions to help clients with the challenges of substantial wealth, utilizing the Private Bank's discretionary investment management, brokerage, tax and estate planning, credit, capital raising and specialty wealth advisory services while leveraging the commercial and investment banking capabilities of the firm.

The Portfolio Management Group (PMG) is the implementation engine for Private Banking's discretionary investment business, providing leverage for investment advisors and other front office partners as they pursue the Firm's growth initiatives. PMG is responsible for implementing the investment strategy and portfolio construction as dictated by the Private Banking Strategy team. PMG rebalances and manages risk in accounts across our investment management and trust portfolios.

The Portfolio Manager will have the following responsibilities:

Implementation of portfolio construction based on Strategy team's calls and investment vehicle selection

Maintain knowledge of the investment solutions utilized throughout Private Banking, including, mutual funds, exchange traded funds, structured notes, hedge funds, and separately managed accounts

Maintain knowledge of each account's unique requirements and sensitivities

Review and trade portfolios, manage orders and execute trades across managed account business including the following:

New account initial investing and phase in

Timely implementation of strategic and tactical shifts when announced by Portfolio Construction

Monitoring cash and security activity in clients accounts

Liquidating accounts

Monitoring accounts for model drift and strategy deviation

Relationship management with internal clients (client facing teams)

Work with various internal partners to complete business initiatives

Bachelor's degree in a finance - related discipline with a minimum 3.3/4.0 GPA. CFA or progress toward attaining CFA designation preferred, but not required

3-7 years work experience in financial services industry with Private Wealth Management experience preferred

Demonstrated solid understanding of investments with keen interest in broadening knowledge of portfolio management

Demonstrated track record of building relationships with internal and external partners

Prior experience operating within a risk framework

J.P. Morgan Private Bank is a global wealth management leader that delivers the highest quality advice, service, capabilities and products to ultra high net worth individuals and families in 36 countries around the world. The Private Bank delivers highly customized and tailored solutions to help clients with the challenges of substantial wealth, utilizing the Private Bank's discretionary investment management, brokerage, tax and estate planning, credit, capital raising and specialty wealth advisory services while leveraging the commercial and investment banking capabilities of the firm.

The Portfolio Management Group (PMG) is the implementation engine for Private Banking's discretionary investment business, providing leverage for investment advisors and other front office partners as they pursue the Firm's growth initiatives. PMG is responsible for implementing the investment strategy and portfolio construction as dictated by the Private Banking Strategy team. PMG rebalances and manages risk in accounts across our investment management and trust portfolios.

The Portfolio Manager will have the following responsibilities:

Implementation of portfolio construction based on Strategy team's calls and investment vehicle selection

Maintain knowledge of the investment solutions utilized throughout Private Banking, including, mutual funds, exchange traded funds, structured notes, hedge funds, and separately managed accounts

Maintain knowledge of each account's unique requirements and sensitivities

Review and trade portfolios, manage orders and execute trades across managed account business including the following:

New account initial investing and phase in

Timely implementation of strategic and tactical shifts when announced by Portfolio Construction

Monitoring cash and security activity in clients accounts

Liquidating accounts

Monitoring accounts for model drift and strategy deviation

Relationship management with internal clients (client facing teams)

Work with various internal partners to complete business initiatives

Bachelor's degree in a finance - related discipline with a minimum 3.3/4.0 GPA. CFA or progress toward attaining CFA designation preferred, but not required

3-7 years work experience in financial services industry with Private Wealth Management experience preferred

Demonstrated solid understanding of investments with keen interest in broadening knowledge of portfolio management

Demonstrated track record of building relationships with internal and external partners

Prior experience operating within a risk frameworkJPMorgan 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.

Equal Opportunity Employer/Disability/Veterans