Private Bank, Multi-asset Portfolio Management

5 months ago

London, United Kingdom JPMorgan Chase & Co Full time

**JOB DESCRIPTION** About the team**

If you are interested in working in an environment where leadership, excellence, integrity and diversity are amongst our core principles, then explore the opportunities at JPMorgan Chase.

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 spanning multiple locations, including London, Geneva, Hong Kong, Luxembourg and New York.

**About the role**

Working with internal partners to identify and implement appropriate portfolio solutions that allow clients to meet their long-term goals. A focus on the daily duties associated with the portfolio management of UCITs fund structures and individual client portfolios, which includes cash management, trade implementation, managing transition events, asset allocation and risk monitoring.

**Responsibilities**:

- Implementation of the bank’s investment views consistently across portfolios, as well as involvement in creating and coordinating trade execution plans for the International Private Bank
- Maintain knowledge of the Private Bank’s different discretionary, advisory strategies, and the approved investment vehicles, including, mutual funds, exchange traded funds, structured notes, hedge funds, and separately managed accounts
- Maintain knowledge of each portfolio’s unique requirements and effectively translate model level asset allocations into custom portfolio management decisions
- Monitor accounts for asset allocation deviations and model drift, realigning portfolios when required. Monitor investment vehicle selection and resulting exposures. Monitor cash and security flows, rebalancing portfolios as needed
- Managing portfolio life cycle and transition events
- Communicate PMG trading activity and initiatives to internal clients and partners
- Maintain effective controls to mitigate risks, ensure regulatory compliance and consistency of outcomes across portfolios

**Required qualifications, capabilities and skills**:

- At a minimum, Bachelor's degree
- CFA UK Level 4 Certificate in Investment Management (IMC) or an equivalent designation to meet the minimum regulatory requirements to perform the necessary functions
- Asset and/or Wealth Management experience, ideally in a portfolio management function
- Ability to demonstrate a passion for and understanding of financial markets and investment solutions
- Ability to operate in a dynamic and demanding environment, as well as work effectively as part of a global team
- Aptitude to identify and minimize both investment and business risk; detail orientated and process focused

**Preferred qualifications, capabilities and skills**:

- Completion of the CFA program - Chartered Financial Analyst charterholder
- Understanding of the regulations governing the management of UCITs fund structures
- Ideally experience of working with multi-asset fund of funds portfolios
- Experience in managing portfolios for both UKRND’s and UK Resident Domiciled clients
- Understanding of the trade cycle and execution considerations associated with investing through mutual funds and ETF’s

**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. In accordance with applicable law, we make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as any mental health or physical disability needs.

**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.

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