JP Morgan Chase & Co.

Wealth Management Solutions, Portfolio Management Group, Vice President (Trade Coordination)

JP Morgan Chase & Co. • $160K — $190K *
New York, NY 10017In-Person
Finance & Insurance
5 - 7 years of experience
Today
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Job Overview by Ladders

Qualifications

  • Bachelor’s degree in finance or related field
  • 7–12 years of financial services experience, preferably in wealth management/private banking
  • Strong grasp of investment solutions and portfolio management fundamentals
  • Proven track record in stakeholder relationship building
  • Experience within a risk and controls framework and strong attention to detail
  • Excellent verbal and written communication skills
  • CFA designation or progress toward CFA preferred
  • Experience with large datasets for analysis and workflow efficiency

Responsibilities

  • Perform detailed pre-trade analysis to evaluate trade sizing and platform liquidity
  • Develop and communicate a comprehensive trade plan considering sequencing and allocation policies
  • Present trades and associated nuances to the Global Portfolio Management team
  • Maintain daily communication with partners throughout the trade lifecycle
  • Conduct post-trade reviews to validate allocations and capture learnings
  • Lead initiatives to enhance investment offerings and improve operational efficiencies

Benefits

  • Collaborative work environment in a centralized trade coordination function
  • Opportunity to impact client outcomes and investment strategy efficiency
  • Exposure to multi-faceted trade lifecycle from analysis to execution
  • Engagement with cross-functional teams, enhancing stakeholder relations
  • Access to resources and support for professional development, including potential CFA advancement
Full Job Description
JOB DESCRIPTION

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 Vice President role sits within a centralized trade coordination function with two core responsibilities: (1) own the end-to-end lifecycle for approved trade ideas—from pre-trade analysis and trade planning through execution coordination and post-trade review—ensuring adherence to risk controls, fair allocation, and best execution standards; and (2) partner to drive initiatives that improve implementation efficiency, scale, and client outcomes across the managed platform.

 

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 review (allocation validation, exception management, and execution-quality inputs) and document key learnings.
  • Drive initiatives to enhance investment offerings and implementation, including improved overlay management, lower costs, operating efficiencies, and deepen managed platform.

Required Qualifications, Skills and Capabilities

  • Bachelor’s degree in finance or a related discipline.
  • 7–12 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).
  • 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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