U.S. Private Bank – Investment Professional – Associate
at J.P. Morgan
Posted 17 days ago
No clicks
Join J.P. Morgan's U.S. Private Bank as an Investment Professional supporting client relationships and daily investment operations. You will execute and advise on brokerage trades, create discretionary account mandates, monitor risk metrics and fee schedules, and manage alternatives documentation. The role requires close coordination with Client Advisors and team leadership to ensure accuracy and compliance while delivering high-quality service to high-net-worth clients.
- Compensation
- Not specified
- City
- Washington DC
- Country
- United States
Currency: Not specified
Full Job Description
Location: Washington, DC, 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. Morgan’s U.S. 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 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
- Consult on and execute brokerage trades, including: advising the client on trade execution, placing trades, reviewing brokerage trades - compare paper blotter to trade blotter daily, submitting cancel/corrects, making account updates
- Create mandates for discretionary accounts
- Risk Management - 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, Skills
- Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
- Bachelor’s Degree required
- 1-2 years of industry related experience
- Exceptional follow-up and follow-through skills
- PowerPoint and Excel expertise
- 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
Preferred Qualifications, Capabilities, Skills
An exciting opportunity to join a dynamic team on the Investor desk supporting the financial advisement of high net worth clients.
