JPMorganChase · 5 hours ago
Wealth Management Solutions, Portfolio Manager, Associate
1111 Polaris Pkwy, Columbus, OH, 43240, US
Full-time
Onsite
Entry Level
3+ years expJPMorganChase is one of the oldest financial institutions, providing innovative financial solutions to a diverse clientele. The Portfolio Manager will implement portfolio construction, manage investment strategies, and maintain relationships with internal clients while overseeing the investment management process.
Asset ManagementBankingFinancial 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
JPMorganChase
With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets.
10001+ employees
H1B Sponsorship
JPMorganChase has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3471)
2024 (3469)
2023 (3395)
2022 (3594)
2021 (2515)
2020 (2495)
Funding
Current Stage
Public CompanyTotal Funding
unknown1998-02-01IPO
Leadership Team
Allison Beer
CEO of Card Services and Connected Commerce
Dan Mendelson
CEO, Morgan Health
Recent News
2026-01-22
Private Banker International
2026-01-19
Company data provided by crunchbase