Portfolio Investment

DESCRIPTION:

Duties: 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, monitoring cash flows amongst various accounts, communicating with trading teams, and monitoring futures hedging.

Keep abreast of portfolio positioning, market news, and trades.

Analyze/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.

QUALIFICATIONS:

Minimum education and experience required: Master's degree in Finance, Economics, Mathematics, Statistics, Data Analytics, or related field of study plus 1 year of experience in the job offered or as a Portfolio Investment, Product Control Associate, Assurance Associate, or related occupation.

Skills Required: Requires experience in the following: VBA; Portfolio Attribution and Analytics; Transaction Cost Analysis; Macroeconomic Analysis; Derivatives Pricing and Valuation; and Quantitative Analysis including regression modeling & back-testing; Requires knowledge of the following: 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.

Knowledge may be gained through work experience, graduate coursework, research and/or internship.

Job Location: 277 Park Avenue, New York, NY 10172.

Telecommuting permitted up to 40% of the week.

Full-Time.

Salary: $163,000 - $ 163,000 per year.

JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.

Morgan and Chase brands.

Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location.

Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation awarded in recognition of individual achievements and contributions.

We also offer a range of benefits and programs to meet employee needs, based on eligibility.

These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings pl...