Asset Management, Trade Coordinator, Associate at JPMorgan Chase Bank, N.A.

Posted in General Business 7 days ago.

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Type: Full-Time
Location: Jersey City, New Jersey

Job Description:

The Managed Accounts Middle Office team supports this business, performing these primary functions: (a) implementing equity trades for discretionary strategies, (b) ensuring the accuracy of investment data used within the portfolio implementation process, (c) delivering model portfolios to sponsoring intermediaries for non-discretionary strategies, and (d) working with internal partners to improve the scalability and efficiency of the business. While the Managed Accounts Middle Office resides within the Operations organization, it is tightly integrated with the Front Office Portfolio Managers and Product Specialists.

The Role

  • Trade discretionary Managed Accounts on a daily basis across a variety of investment strategies:

o New account investments

o Cash and security activity

o Tax harvesting requests

• Implement Portfolio Manager model changes for 10+ equity strategies

  • Review client accounts for model drift and strategy deviation

• Monitor and update models for non-discretionary platforms

  • Research and respond to specific account inquiries in a timely manner

  • Partner with the PM teams, client service and technology teams to resolve issues and improve scale and efficiency
  • Participate in the planning and development of new business processes
  • Support a culture of continuous improvement by defining, documenting and implementing process improvements


  • Bachelor's degree required
  • 3-5 years work experience in the financial services industry
  • Strong analytical skills with a desire to drive automation utilizing Intelligent Automation tools
  • Detail and goal oriented, process focused
  • Excellent communication and interpersonal skills
JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

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.

Equal Opportunity Employer/Disability/Veterans