Chase · 12 hours ago
Wealth Management Solutions, Portfolio Manager, Associate
1111 Polaris Pkwy, Columbus, OH, 43240, US
Full-time
Onsite
Entry Level
3+ years expChase is one of the oldest financial institutions, offering innovative financial solutions to a wide range of clients. The Portfolio Manager will implement portfolio construction based on the strategy team's directives and manage investments within Private Banking's discretionary investment business.
BankingFinancial Services
Responsibilities
Implementation of portfolio construction based on Strategy team's calls and investment vehicle selection
Maintain knowledge of the investment solutions utilized throughout Private Banking, including, mutual funds, exchange traded funds, structured notes, hedge funds, and separately managed accounts
Maintain knowledge of each account's unique requirements and sensitivities
Review and trade portfolios, manage orders and execute trades across managed account business including the following: New account initial investing and phase in Timely implementation of strategic and tactical shifts when announced by Portfolio Construction
Monitoring cash and security activity in clients’ accounts
Liquidating accounts
Monitoring accounts for model drift and strategy deviation
Relationship management with internal clients (client facing teams)
Work with various internal partners to complete business initiatives
Qualification
Required
Bachelor's degree in a finance - related discipline with a minimum 3.3/4.0 GPA
3+ years' work experience in financial services industry with Private Wealth Management experience preferred
Demonstrated solid understanding of investments with keen interest in broadening knowledge of portfolio management
Demonstrated track record of building relationships with internal and external partners
Prior experience operating within a risk framework
Preferred
CFA or progress toward attaining CFA designation preferred
3+ years' work experience in financial services industry with Private Wealth Management experience preferred
Benefits
Comprehensive health care coverage
On-site health and wellness centers
A retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching
Company
Chase
Chase provides broad range of financial services. It is a sub-organization of JP Morgan Chase.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Mike McDonnell
Managing Director, Head of Chase Travel Platform Product
Nicole Sanchez
Managing Director, Consumer Bank, GM and Product Executive, Growth Financial Products
Recent News
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