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Wealth Management, Outside Portfolio Management Support Specialist

Req #: 170081226
Location: Newark, DE, US
Job Category: Asset Management
Potential Referral Amount: 0 US Dollar (USD)
J.P. Morgan Asset & Wealth Management, with client assets of $2.4 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.
 
Private Banking (PB) assists high net-worth individuals in managing their wealth by providing them with financial and advisory services to assist in achieving specific goals. PB draws on the expertise of product specialists throughout JPMorgan to coordinate the delivery of various services to our clients so that they complement each other and are presented to the client in an integrated fashion.

The Outside Portfolio Management (OPM) Support team is responsible for the following:
• Serving as primary contact point between 3rd Party Advisors and Internal business partners
• Instructing 3rd Party Advisors to conduct trading activities within the various JPMorgan investment strategies
• Ensuring timely settlement of trade activity in outside managed accounts
• Review, monitor and action against daily fail trade reports
• Researching and resolving inquiries from outside managers and internal business partners
• Ensure adherence to all service level commitments, controls and escalation policies

• Excellent written and verbal communication skills
• Strong analytical and problem solving skills to assist money managers in resolving issues and improve overall servicing; strong knowledge of quality control techniques and the ability to analyze client accounts, activity, etc. to provide superior client service.
• Ability to work in deadline oriented environment and prioritize tasks appropriately
• Work effectively in a team environment
• Organized and detail focused
• Knowledge of Microsoft Office Suite and mainframe PC skills
• The ability to adapt to a rapidly changing business and technological environment (e.g., introduction of a new product or work environment capabilities) and to utilize the tools which are available to service clients more efficiently

Preferred Skills
• Knowledge of domestic and international securities (equities and fixed income); settlement process, corporate action processes; understanding of foreign exchange process.
• The ability to work in high pressure situations
• The ability to apply product/industry and operational knowledge to solve problems and meet client needs
• The ability to make strategic decision/recommendation for this process as it evolves
• Strong aptitude to identify and minimize investment/business risk
Education & Experience
• Bachelor's Degree or Equivalent JPMorgan work experience
• 3-5 years of financial industry experience a plus
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