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Associate - Wealth Management Solutions - Model Portfolio Management

Mumbai, India | J.P. Morgan

  • Industry:
    Financial Services
  • Position Type:
  • Functions:
    Accounting / Control
    Business Development
  • Experience:
    3-5 years
Job Description:
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Key Responsibilities:

The successful candidate will have the following responsibilities:

·      Manage orders and risk and execute / process trades for Alpha Program and module strategies. Responsibilities will include the following:

o Strategy initiated changes

o Trade processing

o Monitoring accounts for model drift and strategy deviation

o Post trade monitoring and processing

·      Processing of a Portfolio Manager’s trade recommendations

·      Respond to Investor and other integrated team member's inquiries

·      Work with various internal partners to complete numerous business initiatives

·      Maintain knowledge of each account's unique requirements and sensitivities

·      Relationship management with internal clients across all of the above

·      Deliver critical and time sensitive processes with high level of accuracy within agreed timelines


Essential Skills & Experience:

·      An MBA or post-graduate degree in Finance or related area preferred. CFA would be an added advantage

·      3-5 years work experience in financial services industry

·      Private Wealth Management experience a plus

·      Strong interest in financial markets and understanding of investment solutions

·      Detail and goal oriented, process focused

·      Hard working, ability to operate in a fast-moving, demanding, and team oriented environment

·      Strong aptitude to identify and minimize investment/business risk

·      Excellent communication and interpersonal skills

·      Strong Microsoft Excel skills

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