Are you looking for an exciting opportunity to join a dynamic and growing team working at the intersection of finance and technology? This is a unique opportunity for you to work in the Asset Management Operations team to partner with 55ip, a cutting edge provide of tax smart investment strategies, to provide comprehensive trading Implementation services.
As a Trade Implementations Vice President for 55ip within Asset Management Operations, you will be responsible for (a) implementing Separately Managed Account (SMA) trades for 55ip offerings, (b) ensuring the accuracy of investment data used within the portfolio implementation process, (c) delivering model portfolio trades to sponsoring intermediaries/custodians, and (d) working with internal partners to improve the scalability and efficiency of the business. If you are intellectually curious, detail-oriented, have strong analytical skills, and have a passion for participating in the investment process, you may be the perfect fit for our team. 55ip became part of J.P. Morgan Asset Management in 2021 and has dramatically grown its accounts and assets since then recently passing $40B in assets across more than 70,000 accounts
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Job responsibilities:
- Interacting with sales and advisor success team, partner firms and custodians regarding topics related to trading and market structure
- Monitor SMA's Daily to Model Portfolios based on various drift tolerances
- Executing block orders and managing allocations to various counterparties including familiarity with step out procedures and trade rotations
- Developing trading strategies with the US Trading Team based on pre-trade data and post-trade metrics
- Maintaining broker relationships for block trading and liquidity sourcing
- Support trade oversight and experience with Best Execution policies and procedures
Required qualifications, capabilities, and skills:
- Bachelors or higher degree
- 5+ years of buyside SMA trading experience
- Knowledge of US market structure and regulatory landscape
- Effective communication skills to work with diverse stakeholders and drive decision making
- Ability to work under pressure and within a complex organization
- Strong written and verbal communication skills
- Strong Excel skills
- Detail-oriented
Preferred qualifications, capabilities, and skills:
- Process improvement and implementation experience
- Ability to manage concurrent assignments effectively and efficiently
- Experience working alongside portfolio managers, client success and technology teams
- Adaptable to changing environments
ABOUT US
JPMorganChase, 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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
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.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
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.