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JPMorganChase

Portfolio Manager - Associate - Luxembourg

Posted 9 Days Ago
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Hybrid
Senningerberg
Entry level
Hybrid
Senningerberg
Entry level
As a Portfolio Manager - Associate, you will support the management of multi-asset portfolios for J.P. Morgan's Private Bank Clients. Your role will involve data analytics, participating in business reviews, preparing marketing materials, and translating client requirements into portfolio decisions while ensuring adherence to investment strategy and governance.
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Job Description
We are actively looking for exceptionally talented individuals who are collaborative, confident, and motivated to provide a first-class experience to clients. You will be within the team who manage JPMorgan's Private Bank Clients' Core multi-asset portfolios, providing support to team leaders alongside portfolio management responsibilities.
The Portfolio Management Group (PMG) is the implementation engine for the Private Bank's discretionary investment business, and is responsible for ensuring that portfolios are managed in accordance with client investment parameters. You will be part of a global team with presence in over 7 locations including London, Geneva, HK and NY. As a Portfolio Manager - Associate in Luxembourg, you will be mainly responsible for supporting PMG IPB head and implementing bank's various CIO teams' views to ensure the bank's best investment thinking is reflected consistently in our clients' accounts
Job responsibilities:

  • Provide data analytics on all business related development
  • Actively participate in business review discussion
  • Preparation of marketing material
  • Support the team in all aspects of the day-to-day
  • Implement of the Bank's various CIO teams' views to ensure the bank's best investment thinking is reflected consistently in our clients' accounts
  • Develop knowledge of the investment solutions utilized throughout the Private Bank, including, mutual funds, exchange traded funds, structured notes, hedge funds, and separately managed accounts
  • Develop knowledge of each account's unique requirements/sensitivities and effectively translate into portfolio management decisions
  • Monitor accounts for model drift and strategy deviation across asset classes and rebalance portfolios when required
  • Monitor investment vehicle selection and resulting exposures
  • Monitoring cash and security activity in client accounts
  • Communicate PMG trading activity and initiatives to internal clients and partners
  • Maintain effective controls within the governance structure, to mitigate risks and ensure consistency


Required qualifications, capabilities and skills

  • Minimum Bachelor's degree of 2:1 (or equivalent)
  • A passion for and understanding of financial markets and investment solutions
  • Experience using Microsoft office programs including excel, power point plus working knowledge of Python
  • Detail orientated and process focused
  • Hard working, ability to operate in a fast-moving and demanding environment
  • Work effectively as part of a global team
  • Initiative, enthusiasm and confidence to complete projects
  • Strong communications skills
  • Embrace new technology to develop scalability of the business
  • Fluency in English is mandatory


Preferred qualifications, capabilities and skills

  • experience in the financial markets but not necessarily portfolio management
  • CFA


About Us
J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
About the Team
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

Top Skills

Excel
Microsoft Powerpoint
Python

JPMorganChase London, England Office

25 Bank Street, Canary Wharf, London, United Kingdom, E14 5JP

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