Portfolio Implementation Associate - Equities

Portfolio Implementation - Equities- Associate

You are a strategic thinker passionate about driving solutions in “Portfolio Implementation”. You have found the right team

 

As a Portfolio Implementation professional within our Equities (EMAP) team, you will support senior portfolio managers in the analysis and execution of EMAP Equity Investment strategies, ensuring disciplined day-to-day portfolio implementation and strong cross-team partnership across J.P. Morgan Asset Management (JPMAM).

 

Job Responsibilities 

• Develop an understanding of the investment process to support portfolio implementation activities.
• Execute buy/sell decisions by routing orders across equities, futures, and treasuries.
• Monitor cash flows across accounts to support timely funding and rebalancing needs.
• Communicate with trading teams to coordinate execution, resolve issues, and confirm trade intent.
• Oversee futures hedging activity and track hedge effectiveness versus portfolio exposures.
• Track portfolio positioning, market news, and trade activity to support daily decision-making.
• Reconcile position and cash discrepancies across systems and escalate exceptions appropriately.
• Validate adherence to account guidelines and investment restrictions to support compliance.
• Review investment performance and implementation outcomes to identify drivers and anomalies.
• Collaborate on portfolio management projects (research initiatives, fundamentals, valuation, transitions, and TCA).
• Support stakeholder coordination across JPMAM by providing clear updates, timelines, and deliverables.

 

Required qualifications, capabilities and skills 

• Graduate/postgraduate with at least 5 years of experience in investment process support or financial products.
• Apply strong numerical, analytical, and problem-solving skills.
• Exhibit attention to detail and a methodical approach to execution.
• Maintain a strong interest in financial markets and portfolio mechanics.
• Communicate effectively with strong interpersonal and stakeholder-management skills.
• Execute against defined objectives with a results-oriented mindset.
• Collaborate as a team player across functions and geographies.
• Understand core financial services concepts and market instruments.

 

Preferred qualifications, capabilities and skills 

• Hold experience supporting equity portfolios and/or derivatives overlays (futures/hedging).
• Bring familiarity with EM investing concepts (country, FX, liquidity, and market structure).
• Demonstrate proficiency with portfolio analytics and reporting tools (e.g., Excel-based workflows).
• Show experience with transaction cost analysis and/or complex account transitions.
• Pursue CFA and/or an advanced degree (MBA) as a plus.

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

Mid Level