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Associate - Wealth Management Solutions - Model Portfolio Management

Mumbai, India | J.P. Morgan

  • Industry:
    Financial Services
  • Position Type:
    Full-Time
  • 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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