Wealth Management –Investment Professional, Global Investment opportunities

Job description

Wealth Management, Investment Professional / Associate, Global Investment Opportunities
Description

J.P. Morgan Asset Management, with client assets of $2.4 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.

J.P. Morgan Private Bank is a global wealth management leader that delivers the highest quality advice, service, capabilities and products to individuals and families around the world.

Our Team

The Investment Professional will join the Global Investment Opportunities group, a line of business within Institutional Wealth Management which caters for private clients & family offices with institutional behaviours and circumstances. The team provides investment advice and solutions across all asset classes, on an advisory or discretionary basis.

The Role

The Investment Professional will provide support to the London team (advisors who cover markets throughout Europe) in all facets of daily business routine.

Responsibilities of the Investment Professional include:
·  Taking orders across all asset classes from clients, executing trades and managing (operationally) the discretionary portfolios and mandates
·  Writing call memos and suitability reports for investments
·  Monitoring trade blotters, alerts, overnight activity, expiry management
·  Private equity and hedge fund order documentation
·  Investment Parameters, Fee set-ups and administration
·  Opt-Up documentation
·  Managing risk alerts across systems
·  Investment dashboard monitoring
·  Non-mandatory corporate actions
·  Managing cash balances and flows
·  Handling client queries, forwarding research and ideas to clients  
·  Provide client call coverage for Investors
·  Maintaining risk management monitoring of the portfolios for investment purposes, regulatory purposes and other compliance issues.
Qualifications

·  Degree educated, preferably in finance or business related subject.
·  Proficient level of English, PowerPoint and Excel expertise required
·  Excellent interpersonal skills, both written and oral
·  Self-starter, extremely organized and detailed-oriented with strong commitment to accuracy
·  Ability to multi-task and manage priorities effectively
·  Good judgment and problem solving skills
·  Absolute discretion when dealing with confidential matters
·  Ability to work both independently and as a team player
·  Exceptional  follow-up and follow-through skills
·  General comfort level with Internet/Intranet usage and ability to learn proprietary software
  This role encompasses the performance of UK regulated activity. The successful candidate will therefore be subject to meeting UK regulatory requirements in the assessment of fitness, propriety, knowledge and competence (as assessed by the Firm) and (where appropriate) approval by the UK Financial Conduct Authority and/or the Prudential Regulation Authority to carry out such activities.

JPMorgan Chase & Co . is a leading global financial services firm with assets of more than $2.6 trillion, over 240,000 employees and operations in over 60 countries. It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and Community Banking.

J.P. Morgan Asset & Wealth Management advises institutions, endowments, foundations and families through Asset Management and Wealth Management . Our Wealth Management business includes J.P. Morgan Private Bank, J.P. Morgan Securities and Chase Wealth Management.

J.P. Morgan Private Bank advises the world’s wealthiest families and helps them achieve their desired goals. Our teams of Advisors deliver advice, solutions and services across investments, wealth planning, credit and banking to help clients build, preserve and manage their wealth over time.

Our team of specialists works seamlessly to help our clients achieve their financial goals and aspirations. We’re proud to be named ‘2017 Best Private Bank for Ultra-High-Net-Worth Clients’ by Euromoney: Egypt, France, Greece, Italy, Lebanon, Qatar, Spain, United Arab Emirates and UK.

JPMorgan Chase & Co. offers an exceptional benefits program and a highly competitive compensation package. JPMorgan Chase & Co. is an Equal Opportunity Employer.