Portfolio Implementation Associate- Equities

The equities team in India works alongside the JP Morgan Asset Management equities team on areas like equity research, investment specialist, trading research, data science and portfolio implementation function which not only helps us expand our investment coverage and add insights but also uplift and expand our product offerings.

As a Portfolio Implementation Analyst in Equities team, you will support senior portfolio managers on the analysis and execution of US Equity Investment strategies. You will learn about the portfolio management process by assisting in the daily implementation of a portfolio strategy. You will liaise with team members across JP Morgan Asset Management on projects related to portfolio management.
Job Responsibilities:

• Develop an understanding of the investment process with the objective of assisting the portfolio manager 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, etc.
• Keep abreast of portfolio positioning, market news, and trades, analyzing/reconciling position discrepancies, monitoring account guidelines and restrictions, investment performance reviews etc.
• Collaborate with various team members and groups on projects related to portfolio management, including research initiatives, stock fundamentals and valuation, complex account transitions, transaction cost analysis, etc.

Required qualifications, capabilities, and skills:

• At least 4 years of work experience within investment process support or financial product domain
• Strong numerical, analytical and problem solving skills
• Understanding of financial services industry
• Strong interpersonal and communication skills
• Ability to execute on objectives defined, focused on goals/results
• Proficient in Microsoft Excel

Preferred qualifications, capabilities, and skills:

• Familiarity with Bloomberg  
• Coding experience in VBA, Python 

JPMorganChase, 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 recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.