Portfolio Investment [MR-PI-SL-6264]
Posted 2025-08-15
Remote, USA
Full Time
Immediate Start
About the position
The Portfolio Investment role at JPMorgan Chase & Co. involves assisting in the daily implementation of portfolio strategies for institutional and retail clients. The position focuses on supporting the analysis and execution of US Equity Structured Investment strategies, including buy/sell decisions, cash flow monitoring, and communication with trading teams. The role also requires keeping up with market news, analyzing position discrepancies, and performing investment performance reviews while collaborating with various stakeholders on portfolio management projects.
Responsibilities
• Assist in the daily implementation of a portfolio strategy serving institutional & retail clients.
,
• Support the analysis and execution of US Equity Structured Investment strategies.
,
• Assist in implementing buy/sell decisions by sending down orders in equities, futures, and treasuries.
,
• Monitor cash flows amongst various accounts and communicate with trading teams.
,
• Monitor futures hedging and keep abreast of portfolio positioning and market news.
,
• Analyze and reconcile position discrepancies.
,
• Monitor account guidelines and restrictions.
,
• Perform investment performance reviews.
,
• Work with various individuals and stakeholder groups on projects related to portfolio management, including research initiatives, data analysis, stock fundamentals and valuation, client account transitions, transaction cost analysis, and portfolio analytics.
Requirements
• Master's degree in Finance, Economics, Mathematics, Statistics, Data Analytics, or related field of study.
,
• 1 year of experience in the job offered or as a Portfolio Investment, Product Control Associate, Assurance Associate, or related occupation.
,
• Experience in VBA, Portfolio Attribution and Analytics, Transaction Cost Analysis, Macroeconomic Analysis, Derivatives Pricing and Valuation, and Quantitative Analysis including regression modeling & back-testing.
,
• Knowledge of Python, Bloomberg Terminal, Bloomberg API (Coding Language), Bloomberg Query Language, Bloomberg Data Points, and Bloomberg Data History, R, SQL, Tableau, Regression Testing, Financial Accounting, Factor Model Analysis, Econometrics and Statistics, and Stock Financial Analysis using DCF.
Nice-to-haves
Benefits Apply tot his job
The Portfolio Investment role at JPMorgan Chase & Co. involves assisting in the daily implementation of portfolio strategies for institutional and retail clients. The position focuses on supporting the analysis and execution of US Equity Structured Investment strategies, including buy/sell decisions, cash flow monitoring, and communication with trading teams. The role also requires keeping up with market news, analyzing position discrepancies, and performing investment performance reviews while collaborating with various stakeholders on portfolio management projects.
Responsibilities
• Assist in the daily implementation of a portfolio strategy serving institutional & retail clients.
,
• Support the analysis and execution of US Equity Structured Investment strategies.
,
• Assist in implementing buy/sell decisions by sending down orders in equities, futures, and treasuries.
,
• Monitor cash flows amongst various accounts and communicate with trading teams.
,
• Monitor futures hedging and keep abreast of portfolio positioning and market news.
,
• Analyze and reconcile position discrepancies.
,
• Monitor account guidelines and restrictions.
,
• Perform investment performance reviews.
,
• Work with various individuals and stakeholder groups on projects related to portfolio management, including research initiatives, data analysis, stock fundamentals and valuation, client account transitions, transaction cost analysis, and portfolio analytics.
Requirements
• Master's degree in Finance, Economics, Mathematics, Statistics, Data Analytics, or related field of study.
,
• 1 year of experience in the job offered or as a Portfolio Investment, Product Control Associate, Assurance Associate, or related occupation.
,
• Experience in VBA, Portfolio Attribution and Analytics, Transaction Cost Analysis, Macroeconomic Analysis, Derivatives Pricing and Valuation, and Quantitative Analysis including regression modeling & back-testing.
,
• Knowledge of Python, Bloomberg Terminal, Bloomberg API (Coding Language), Bloomberg Query Language, Bloomberg Data Points, and Bloomberg Data History, R, SQL, Tableau, Regression Testing, Financial Accounting, Factor Model Analysis, Econometrics and Statistics, and Stock Financial Analysis using DCF.
Nice-to-haves
Benefits Apply tot his job