U.S. Private Bank – Investment Professional

JPMorgan Chase & Co. • New York, NY

8d

About The Position

The Investment Professional in J.P. Morgan’s U.S. Private Bank provides integral daily support to Investors in managing client relationships. The role coordinates with colleagues and support groups while maintaining awareness of and sensitivity to the confidential nature of Private Banking clients. It supports brokerage trade execution, discretionary account mandates, exception monitoring and scenario analysis, fee schedules and billing, and Alternative investment documents.

Requirements

• Series 7 and 66 licenses are required; unlicensed candidates may be considered but must obtain the licenses within 90 days of the start date.
• Bachelor’s degree required.
• One or more years of industry-related experience.
• Exceptional follow-up and follow-through skills.
• Expertise in PowerPoint and Excel.

Nice To Haves

• Bloomberg experience.
• Familiarity with J.P. Morgan Private Bank systems such as Workstation, Connect, and DDR/KYC, or ability to learn proprietary software.
• Experience and interest in financial markets and concepts.
• Excellent interpersonal skills.
• Self-starter who is extremely organized and detail-oriented, with a strong commitment to accuracy.

Responsibilities

• Consult on and execute brokerage trades, including advising clients on trade execution, placing trades, reviewing brokerage trades by comparing paper and trade blotters daily, submitting cancel/corrects, and making account updates.
• Create mandates for discretionary accounts.
• Monitor exceptions and work with Client Advisors on what-if scenario-based analysis; work with the Team Leader to monitor risk metrics across the team.
• Submit and monitor fee schedules and billing.
• Manage Alternatives documents, including submission, monitoring, and working with clients to complete or correct them.

Benefits

• Competitive total rewards package, with base salary determined by role, experience, skill set, and location.
• Eligible roles may receive commission-based pay and/or discretionary incentive compensation in cash and/or forfeitable equity.
• Comprehensive health care coverage.
• On-site health and wellness centers.
• Retirement savings plan.
• Backup childcare.
• Tuition reimbursement.
• Mental health support.
• Financial coaching.

What This Job Offers

• Job Type: Full-time