26 days old

Asset Management - US Equities- Investment Assistant- Associate/Vice President

JPMorgan Chase & Co.
New York, NY 10007
  • Job Code

Asset Management - US Equities- Investment Assistant- Associate/Vice President

Req #: 190095551
Location: New York, NY, US
Job Category: Data & Analytics
Potential Referral Amount: 0 US Dollar (USD)

JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2.7 trillion, over 240,000 employees and operations in over 60 countries. It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and Community Banking.


J.P. Morgan Asset & Wealth Management, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.

Asset Management

Asset Management is a leading investment manager of choice for institutions, financial intermediaries and individual investors, worldwide. With a heritage of more than two centuries, a broad range of core and alternative strategies, and investment professionals operating in every major world market, we offer investment experience and insight that few other firms can match.


Description: Primarily support senior Portfolio Managers on the analysis and execution of Actively Managed US Equities Investment strategies.


This position presents a unique opportunity to learn about the portfolio management process by assisting in the daily implementation of a portfolio strategy. The role provides the associate/VP with exposure to JPMAM products and investment professionals within US Equity.

  • Portfolio Implementation - Develop an understanding of the investment process with the objective of assisting the portfolio manager in implementing buy/sell decisions by sending down orders in equities, futures, and treasuries, monitoring cash flows amongst various accounts, communicating with trading teams, and monitoring futures hedging, etc.

  • Portfolio Monitoring – Keeping abreast of portfolio positioning, market news, and trades, analyzing/reconciling position discrepancies, monitoring account guidelines and restrictions, investment performance reviews; etc.

  • Ad-hoc projects - Working with various individuals and groups on projects related to portfolio management, including research initiatives, stock fundamentals and valuation, complex account transitions, transaction cost analysis, etc.

Skills & Knowledge Required:

Paramount skills for this position are attention to detail, methodical approach to problem solving, highly numerate, and strong interest in financial markets. Best candidate would be one who is self-motivated, able to execute on objectives, focused on goals/results and is a team player.  A large part of this role requires liaisons with numerous groups within JPMAM; therefore strong interpersonal skills are crucial. 


Ideal experience for this position does not require any previous investment management experience per se, but experience from some realm of the investment process support could be beneficial.  Most importantly the candidate should possess the aptitude and the desire to learn things quickly.


The candidate should also possess strong technical skills, particularly in MS Excel. Familiarity with Bloomberg is helpful. Coding experience with VBA preferred.

Skills Developed:
  • Strong analytical skills, high aptitude for numbers

  • Ability to identify trends though numerical analysis

  • Strong understanding of JPMAM products and services

  • Strong understanding of financial services industry

  • Market data services knowledge

  • Strong written communication skills

Keyword: consumer%20banking


Posted: 2019-11-18 Expires: 2019-12-18

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Asset Management - US Equities- Investment Assistant- Associate/Vice President

JPMorgan Chase & Co.
New York, NY 10007

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