at J.P. Morgan
Bulge Bracket Investment BanksPosted 15 days ago
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**J.P. Morgan seeks a motivated IPB - Investment Professional for LATAM South in New York City.** You'll provide daily support to investors, helping manage client relationships with confidentiality. Key responsibilities include executing brokerage trades, creating mandates, monitoring exceptions, and managing alternatives documents. Fluent in Spanish and English, candidates must have Series 7, 66, and insurance licenses, one year of industry experience, and exceptional follow-through skills. Proficiency in PowerPoint, Excel, and familiarity with J.P. Morgan's proprietary software are preferred. This role offers growth in a collaborative, entrepreneurial environment, supporting high-net-worth clients in the Latin America Southern Cone market.
- Compensation
- Not specified
- City
- New York City
- Country
- United States
Currency: Not specified
Full Job Description
Location: New York, NY, United States
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgans International Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As an Investment Professional on the LATAM South team in New York City, you will provide integral daily support to Investors in managing client relationships. Additionally, you will coordinate with a team of talented colleagues and other essential support groups, while maintaining awareness of and sensitivity to confidential nature of Private Banking clients.
Job Responsibilities
- Execute brokerage trades, including: placing trades, reviewing brokerage trades - compare paper blotter to trade blotter daily, submitting cancel/corrects, making account updates
- Create mandates for discretionary accounts
- Monitor exceptions and work with Client Advisors to conduct 'what-if' scenario-based analysis. Work with Team Leader to monitor risk metrics across the team
- Work with Team Leader to monitor Client Advisor loadings.
- Submit and monitor fee schedules and billing
- Manage Alternatives documents, including, submission, monitoring and working with clients to complete/correct
Required Qualifications, Capabilities, and Skills
- Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
- Fluent in both Spanish and English
- Bachelors Degree required
- One plus years of industry related experience
- Exceptional follow-up and follow-through skills
- PowerPoint and Excel expertise Preferred Qualifications, Capabilities, and Skills
- Familiarity with JP Morgan Private Bank systems Workstation, Connect, DDR/KYC or ability to learn proprietary software
- Experience and interest in financial markets and concepts
- Excellent interpersonal skills
- Self-starter, extremely organized and detail-oriented with strong commitment to accuracy
