DESCRIPTION:

Duties: Provide focused and tailored wealth management advice to ultra-high net worth and sophisticated family office clients in alignment with their short, medium, and long-term goals. Conduct research and develop investment plans using knowledge of asset allocation and portfolio theory, while balancing liquid vs. illiquid investments and the impact of volatility on future portfolio value. Provide investment advice, pricing and solutions across multiple asset classes, and complex products and securities, including but not limited to, over-the-counter derivative investments, private equity, and hedge funds. Provide high- touch trading and execution capabilities in a cross-asset context including non-U.S. Equities, Fixed Income, Commodities, Foreign Exchange, Credit and Complex Derivatives, using JPMC’s proprietary trading tool and systems, in alignment with clients' requirements and evolving goals. Responsible for risk management duties in client portfolios, ensuring client monies remain aligned with evolving financial goals and reflect JPMC's house view.

QUALIFICATIONS:

Minimum education and experience required: Bachelor’s Degree in Business Administration, Finance or related field of study plus three [3] years of experience in the job offered or as Investment Specialist, Investor Analyst, or related occupation.

Skills Required: Requires experience in the following: Bloomberg; FactSet; Trading across asset classes including, equity, fixed income, derivatives, FX, alternatives and structured products; Monte Carlo Simulation; Financial Planning Modeling; Closed sales of investment products including structured notes, derivative instruments, hedge funds and private investments; and Securities valuation across asset classes using pricing methods.

Job Location: 390 Madison Ave, New York, NY 10017. Position requires up to 10 % domestic travel.

Full-Time. Salary: $150,000 - $160,000 per year.