Associate Portfolio Manager

Job Description

As an Associate Portfolio Manager within the Asset Management Derivatives team, you will be a valued team member assisting portfolio managers with the implementation and analysis of various equity derivative based strategies. 

Job Responsibilities
-Responsible for implementing equity derivative based strategies by monitoring cash flows, generating orders, communicating with trading teams, and monitoring portfolios across various strategies.
-Provide analysis of portfolio positioning and key risk metrics
-Communicate effectively on investment performance, positioning, and investment views to internal and external stakeholders.         -Actively represent the platform’s philosophy & process.
-Ensure the consistent application of investment insights across portfolios for the successful and smooth implementation of the investment content in portfolios.
-Work cross functionally to increase efficiencies and improve tools and processes.
-Work with broader global PM team in portfolio construction discussions and team strategy meetings.

Required Qualifications, Capabilities, and Skills
-Minimum 3+ years of work experience within equity derivatives portfolio management, investment specialist, or investment process support.
-Strong aptitude to identify and minimize investment, operational, and business risk.
-Experience working with derivatives middle office, product management and technology. 
-Experience and/or awareness of market, credit, and liquidity risk aspects of derivatives instruments.
-Strong work ethic, detail oriented, eagerness to learn and take initiative.
-Excellent decision making and problem solving skills, requiring only limited guidance and oversight.
-Strong written and verbal communication skills with ability to interact comfortably with clients and internal stakeholders.
-Strong aptitude in desktop technology/productivity tools such as Excel, VBA, Python, or other coding.
-Ability to thrive in a dynamic, collaborative work environment.
-Bachelor’s degree in Business, Finance, Mathematics, Computer Science, Engineering, Economics, or related fields.

Preferred Qualifications, Capabilities, and Skills
-Experience with portfolio management tools such as InvestorTools, Perform, Bloomberg, OnBase, Spectrum, and Aladdin.
-Experience managing or working with Separately Managed Accounts.
-Experience trading derivatives or managing derivatives-based strategies.
-Post graduate degree or CFA designation.

About Us

JPMorgan Chase & Co., 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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

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.

JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans

About the Team

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.​