Asset Management - US Equity Portfolio Management Program Analyst

JPMorgan Chase • New York, NY

80d

About The Position

At J.P. Morgan Asset Management, we provide equity solutions to many of the world’s largest pension plans, sovereign wealth funds and central banks. The cornerstone of our approach to equity investing is our dedication to in-house research. Our on-the-ground presence in key markets, combined with structured collaboration across regions and sectors, allows us to identify, share and compare ideas around the globe. Our equity investment processes are founded on tried and tested investment philosophies, consistently applied, within a robust risk management framework. We provide equity strategies across regions, sectors, styles and the market cap spectrum. As a US Equities Portfolio Program Analyst you will primarily support senior portfolio managers on the analysis and execution of US Equity Investment strategies. This position presents a unique opportunity to learn about the portfolio management process by assisting in the daily implementation of a portfolio strategy. The role provides the analyst/associate with exposure to JP Morgan Asset Management’s products and investment professionals within US Equity.

Requirements

• Undergraduate degree with a degree in Business, Finance or equivalent
• 1-2+ years of relevant experience
• Strong understanding of JP Morgan Asset Management’s products and services
• Strong understanding of financial services industry
• Market data services knowledge
• Strong analytical skills, high aptitude for numbers
• Ability to identify trends through numerical analysis

Nice To Haves

• Familiarity with Bloomberg is helpful.
• Coding experience with VBA preferred.

Responsibilities

• Develop an understanding of the investment process to assist the portfolio manager in implementing buy/sell decisions by sending down orders in equities, futures, and treasuries.
• Monitor cash flows amongst various accounts and communicate with trading teams.
• Monitor futures hedging and keep abreast of portfolio positioning, market news, and trades.
• Analyze and reconcile position discrepancies, monitor account guidelines and restrictions, and conduct investment performance reviews.
• Work on ad-hoc projects related to portfolio management, including research initiatives, stock fundamentals and valuation, complex account transitions, and transaction cost analysis.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Bachelor's degree