JP Morgan Chase & Co.

Portfolio Management Group, Trade Coordination, Associate

JP Morgan Chase & Co. • $100K — $120K *
New York, NY 10017In-Person
Finance & Insurance
Less than 5 years of experience
Today
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Job Overview by Ladders

Qualifications

  • Bachelor’s degree in finance or a related discipline.
  • 3–7 years of experience in financial services, preferably in wealth management/private banking.
  • Strong understanding of investment solutions and keen interest in portfolio management and markets.
  • Proven ability to build relationships with stakeholders across investment, trading, operations, and client-facing teams.
  • Experience working within a risk and controls framework with strong attention to detail.
  • Excellent written and verbal communication skills can effectively convey trade considerations to diverse audiences.
  • CFA designation or progress toward it preferred; not a strict requirement.
  • Proficiency in advanced Excel and PowerPoint, with additional knowledge of Python and large dataset manipulation.

Responsibilities

  • Perform detailed pre-trade analysis to evaluate trades and their implications.
  • Develop and communicate a comprehensive trade plan considering sequencing and liquidity.
  • Present trades and key nuances to the Global Portfolio Management team for coordination.
  • Maintain consistent communication throughout the trade lifecycle, addressing any issues or changes.
  • Conduct post-trade analysis and ensure all trade documentation is completed accurately.
  • Drive efficiency improvements in trade coordination and work with tech teams on tool enhancements.
  • Support the daily management activities for the Six Circles mutual fund complex.

Benefits

  • Work in a dynamic and collaborative environment with a focus on growth and innovation.
  • Opportunity to enhance skills in trade coordination and portfolio management within a leading firm.
  • Access to advanced technology tools to improve workflow and trade analysis processes.
  • Engagement with a diverse team across multiple functions and levels of the organization.
Full Job Description
JOB DESCRIPTION
Wealth Management Solutions, Portfolio Management Associate (Trade Coordination)

Location: 270 Park Avenue, New York

Business: Asset & Wealth Management (J.P. Morgan Private Bank)
Schedule: Full-time

 

The Portfolio Management Group (PMG) is the implementation engine for the Private Bank’s discretionary investment business, providing leverage for investment advisors and front office partners as they pursue the Firm’s growth initiatives. PMG is responsible for implementing the investment strategy and portfolio construction decisions set by the Private Banking Strategy/CIO teams, including portfolio rebalancing and ongoing risk management across investment management and trust portfolios.

 

This Associate role sits within a trade coordination function and is responsible for advancing approved trade ideas through the full lifecycle—pre-trade analysis, trade planning, execution coordination, and post-trade review—while ensuring adherence to risk controls, fair allocation, and best execution standards.

 

 

Key  Responsibilities

 

  • Perform detailed pre-trade analysis to size trades and assess platform capacity, liquidity considerations, and client/account impact.
  • Create, communicate, and syndicate a trade plan that accounts for sequencing, liquidity, and adherence to allocation policy.
  • Present trades and key nuances (constraints, risks, customization considerations) to the broader Global Portfolio Management team for awareness and coordination.
  • Maintain daily communication throughout the trade lifecycle with internal and external partners, escalating changes, risks, and issues as needed.
  • Conduct post-trade analysis versus expectations and ensure appropriate trade documentation is completed.
  • Drive efficiency improvements within the trade coordination team and broader PMG processes; partner with technology teams on workflow and tooling enhancements.
  • Assist in day-to-day oversight activities for the Six Circles mutual fund complex.

Required Qualifications, Skills and Capabilities

  • Bachelor’s degree in finance or a related discipline.
  • 3–7 years of experience in financial services; wealth management/private banking experience preferred.
  • Strong understanding of investment solutions and demonstrated interest in portfolio management and markets.
  • Demonstrated track record of building relationships and partnering effectively with stakeholders at multiple levels (investment, trading, operations, and client-facing teams).
  • Prior experience operating within a risk and controls framework; strong attention to detail and sound judgment in execution.
  • Strong communication skills (written and verbal) with ability to synthesize trade considerations for broad audiences.
  • CFA designation or progress toward CFA preferred (not required).
  • Advanced Excel and PowerPoint.
  • Python and experience working with large datasets (analysis, automation, workflow efficiency).

About JP Morgan Chase & Co.

JP Morgan Chase & Co. stands at the forefront of the global financial services industry. They offer an expansive array of products and services to a diverse clientele, including individuals, corporations, governments, and institutions. Ever since the merger of J.P. Morgan & Co. and Chase Manhattan Corporation in 2000, this industry-leading entity has become renowned for its comprehensive portfolio encompassing consumer and community banking, corporate and investment banking, commercial banking, as well as asset and wealth management. Headquartered in the vibrant city of New York, JP Morgan Chase & Co. boasts a formidable presence across over 100 countries worldwide.

Unveiling Employment Opportunities at JP Morgan Chase & Co.

Vacancies and Hiring Initiatives

JP Morgan Chase & Co. is continuously on the lookout for talented individuals eager to contribute to its legacy of excellence. The company's recruitment efforts are geared towards identifying candidates with the right blend of skills and qualifications to drive forward its various business segments. Whether you are a seasoned professional or a recent graduate, JP Morgan Chase offers a plethora of job openings across multiple disciplines.

High-Demand Positions

Among the myriad of roles, certain positions stand out for their attractive compensation packages and career advancement prospects. Notably, high-paying jobs at JP Morgan Chase & Co. include Relationship Manager, Branch Manager, and Software Engineer. These roles are critical to the firm's operations and offer lucrative opportunities for those with the requisite expertise.

Navigating the Job Market at JP Morgan Chase & Co.

Leveraging Job Portals and Job Alerts

For job seekers aiming to tap into the opportunities at JP Morgan Chase, staying updated through job portals and subscribing to job alerts is crucial. These tools can provide timely information about job openings, job fairs, and recruitment events, enabling candidates to apply promptly and prepare adequately for interviews.

Preparing Your Job Application

Your job application, comprising your resume and cover letter, is your ticket to securing an interview at JP Morgan Chase. Highlight your qualifications, skills, and experiences that align with the job listing, ensuring you stand out in the competitive job market.

Acing the Interview

Preparation is key to succeeding in your interview with JP Morgan Chase. Familiarize yourself with the company's business segments, values, and recent achievements. Demonstrating how your background and aspirations match the company's goals can significantly increase your chances of employment. A World of Job Opportunites in the Financial Services Industry JP Morgan Chase & Co. offers a world of job opportunities for those seeking to make their mark in the financial services industry. With competitive salaries, comprehensive benefits, and endless possibilities for growth, positions at JP Morgan Chase are highly coveted. By staying informed through job sites, tailoring your applications, and preparing thoroughly for interviews, you can enhance your prospects of joining the esteemed ranks of JP Morgan Chase employees. Explore the job board, seize the job opportunities, and embark on a rewarding career journey with one of the world's leading financial institutions.
Learn more about JP Morgan Chase & Co.
Size
661 employees
Market Cap
$384.5 billion
Industry
Finance & Insurance
Net Income
$29.1 billion
Founded
1823
5 Year Trend
+0.7%
Revenue
$261.5 million
NASDAQ
CCF
* Ladders Estimates

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