01Overview
You are a strategic thinker passionate about driving solutions in US Equity portfolio implementation and monitoring. You have found the right team.
As US Equity Portfolio Implementation Professional within our US Equity Team, you will be responsible for setting and improving our organizational objectives, and ensuring their consistent accomplishment.
Job ResponsibilitiesSupport senior portfolio managers on the analysis and execution of US Equity investment strategies.Develop an understanding of the investment process to assist in implementing portfolio buy/sell decisions.Send orders in equities, futures, and treasuries to support daily portfolio implementation.Monitor cash flows amongst various accounts to support portfolio funding and activity.Communicate with trading teams and internal partners to support execution and ongoing coordination.Monitor futures hedging activity to support portfolio strategy implementation.Track portfolio positioning, market news, and trades to stay current on drivers and activity.Analyze and reconcile position discrepancies to ensure alignment across accounts and records.Monitor account guidelines and restrictions to support adherence and portfolio controls.Review investment performance to support ongoing portfolio monitoring and evaluation.Execute ad-hoc projects including research initiatives, stock fundamentals and valuation, account transitions, and transaction cost analysis.Required qualifications, capabilities and skillsGraduate/Postgraduate with atleast 1 year of relevant experience.Strong attention to detail and a methodical approach to problem solvingHighly numerate with strong analytical aptitudeStrong interest in financial markets and US Equity investingSelf-motivated, goal/results-focused, and able to execute on objectivesStrong interpersonal skills to liaise with numerous groups within JPMAMStrong teamwork and collaboration skillsStrong aptitude and desire to learn quicklyStrong technical skills, particularly in MS ExcelStrong written communication skillsPreferred qualifications, capabilities and skillsFamiliarity with BloombergExperience supporting elements of the investment process (e.g., trading support, analytics, operations)Market data services knowledge .
