Analyst - Portfolio Implementation - US Equities
JP Morgan Services India Pvt LtdJob Description
Analyst - Portfolio Implementation - US Equities
You are a strategic thinker passionate about driving solutions in US Equity portfolio implementation and monitoring. You have found the right team.
As “US Equity Portfolio Implementation Professional” within our “US Equity Team”, you will be responsible for setting and improving our organizational objectives, and ensuring their consistent accomplishment.
Job Responsibilities
- Support senior portfolio managers on the analysis and execution of US Equity investment strategies.
- Develop an understanding of the investment process to assist in implementing portfolio buy/sell decisions.
- Send orders in equities, futures, and treasuries to support daily portfolio implementation.
- Monitor cash flows amongst various accounts to support portfolio funding and activity.
- Communicate with trading teams and internal partners to support execution and ongoing coordination.
- Monitor futures hedging activity to support portfolio strategy implementation.
- Track portfolio positioning, market news, and trades to stay current on drivers and activity.
- Analyze and reconcile position discrepancies to ensure alignment across accounts and records.
- Monitor account guidelines and restrictions to support adherence and portfolio controls.
- Review investment performance to support ongoing portfolio monitoring and evaluation.
- Execute ad-hoc projects including research initiatives, stock fundamentals and valuation, account transitions, and transaction cost analysis.
Required qualifications, capabilities and skills
- Graduate/Postgraduate with atleast 1 year of relevant experience.
- Strong attention to detail and a methodical approach to problem solving
- Highly numerate with strong analytical aptitude
- Strong interest in financial markets and US Equity investing
- Self-motivated, goal/results-focused, and able to execute on objectives
- Strong interpersonal skills to liaise with numerous groups within JPMAM
- Strong teamwork and collaboration skills
- Strong aptitude and desire to learn quickly
- Strong technical skills, particularly in MS Excel
- Strong written communication skills
Preferred qualifications, capabilities and skills
- Familiarity with Bloomberg
- Experience supporting elements of the investment process (e.g., trading support, analytics, operations)
- Market data services knowledge
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.
Experience Level
Senior LevelJob role
Job requirements
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AYT KPO LLPYou can expect a minimum salary of 0 INR. The salary offered will depend on your skills, experience and performance in the interview.
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