at J.P. Morgan
Bulge Bracket Investment BanksPosted 12 days ago
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**VP Trade Coordination, Wealth Management - New York** Lead end-to-end trade lifecycle, ensuring adherence to risk controls and best execution. Partner on initiatives to improve efficiency and client outcomes. Key responsibilities include trade planning, stakeholder communication, and post-trade review. Requires 7-12 years in financial services, wealth management experience preferred. Must have strong investment knowledge, risk management skills, and stakeholder partnership expertise. Familiarity with CFA and experience working with large datasets a plus.
- Compensation
- Not specified
- City
- New York City
- Country
- United States
Currency: Not specified
Full Job Description
Location: New York, NY, United States
The Portfolio Management Group (PMG) is the implementation engine for the Private Banks discretionary investment business, providing leverage for investment advisors and front office partners as they pursue the Firms growth initiatives. PMG is responsible for implementing the investment strategy and portfolio construction decisions set by the Private Banking Strategy/CIO teams, including portfolio rebalancing and ongoing risk management across investment management and trust portfolios.
This Vice President role sits within a centralized trade coordination function with two core responsibilities: (1) own the end-to-end lifecycle for approved trade ideasfrom pre-trade analysis and trade planning through execution coordination and post-trade reviewensuring adherence to risk controls, fair allocation, and best execution standards; and (2) partner to drive initiatives that improve implementation efficiency, scale, and client outcomes across the managed platform.
Key Responsibilities
- Perform detailed pre-trade analysis to size trades and assess platform capacity, liquidity considerations, and client/account impact.
- Create, communicate, and syndicate a trade plan that accounts for sequencing, liquidity, and adherence to allocation policy.
- Present trades and key nuances (constraints, risks, customization considerations) to the broader Global Portfolio Management team for awareness and coordination.
- Maintain daily communication throughout the trade lifecycle with internal and external partners, escalating changes, risks, and issues as needed.
- Conduct post-trade review (allocation validation, exception management, and execution-quality inputs) and document key learnings.
- Drive initiatives to enhance investment offerings and implementation, including improved overlay management, lower costs, operating efficiencies, and deepen managed platform.
Required Qualifications, Skills and Capabilities
- Bachelors degree in finance or a related discipline.
- 712 years of experience in financial services; wealth management/private banking experience preferred.
- Strong understanding of investment solutions and demonstrated interest in portfolio management and markets.
- Demonstrated track record of building relationships and partnering effectively with stakeholders at multiple levels (investment, trading, operations, and client-facing teams).
- Prior experience operating within a risk and controls framework; strong attention to detail and sound judgment in execution.
- Strong communication skills (written and verbal) with ability to synthesize trade considerations for broad audiences.
- CFA designation or progress toward CFA preferred (not required).
- Experience working with large datasets (analysis, automation, workflow efficiency).
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