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Job Description
- Req#: 210491298
DESCRIPTION:
Duties: Assist clients in managing their financial affairs by providing advice regarding asset allocation, managing risk on their balance sheet, and helping them reach their stated financial goals. Execute self-directed brokerage activity across fixed income, equity, commodities, foreign exchange, and rates. Provide qualified purchase clients with investment communications regarding market color, investment updates, and trade ideas. Support coordination of sales effort with local investor teams, bankers, and capital advisors. Problem solve and streamline operations for highly customized and institutional client relationships. Telecommuting permitted up to 20% per week. This position requires up to 20% domestic travel to various client sites.
QUALIFICATIONS:Minimum education and experience required: Bachelor's degree in Business Administration, Finance, Economics, Accounting or related field of study plus 3 years of experience in the job offered or as an Investment Specialist, Financial Analyst, Investment Analyst, or related occupation.
Skills Required: Requires experience in the following: Executing complex trades with large notional value; Managing investments across multiple asset classes including equities, fixed income, rates, and foreign currency; Presenting on market dynamics and the state of the global economy; VBA; Communicating complex investment concepts and trade execution with ultra high net worth and institutional clients; Setting and communicating long-term asset allocation according to client's goals, spending needs, and risk preferences; Engaging prospects and identifying new opportunities with existing clients; Offering a range of investment solutions for client's specific needs and objectives; Delivering insights from the bank solution and strategy teams; Integrating client's local investments with their investments abroad in order to develop a holistic global allocation for the client; Regulatory report templates, frequencies, contexts, levels of data, submission methods, and product regulations; Infrastructure design and database modeling of regulatory reporting and reconciliation systems; and Utilizing Bloomberg to monitor market dynamics, price trades, and develop trading strategies.
Job Location: 390 Madison Avenue, New York, NY 10017. This position requires up to 20% domestic travel to various client sites. Telecommuting permitted up to 20% of the week.
Full-Time. Salary: $215,000.00-$280,000.00 per year.
About the company
J.P. Morgan is a leader in financial services, offering solutions to clients in more than 100 countries with one of the most comprehensive global product platforms available. We have been helping our clients to do business and manage their wealth for more than 200 years. Our business has been built upon our core principle of putting our clients' interests first.
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