You are a strategic thinker passionate about driving solutions in US Equity portfolio implementation and monitoring. You have found the right team.
As US Equity Portfolio Implementation Professional within our US Equity Team, you will be responsible for setting and improving our organizational objectives, and ensuring their consistent accomplishment.
Job Responsibilities
Support senior portfolio managers on the analysis and execution of US Equity investment strategies.
Develop an understanding of the investment process to assist in implementing portfolio buy/sell decisions.
Send orders in equities, futures, and treasuries to support daily portfolio implementation.
Monitor cash flows amongst various accounts to support portfolio funding and activity.
Communicate with trading teams and internal partners to support execution and ongoing coordination.
Monitor futures hedging activity to support portfolio strategy implementation.
Track portfolio positioning, market news, and trades to stay current on drivers and activity.
Analyze and reconcile position discrepancies to ensure alignment across accounts and records.
Monitor account guidelines and restrictions to support adherence and portfolio controls.
Review investment performance to support ongoing portfolio monitoring and evaluation.
Execute ad-hoc projects including research initiatives, stock fundamentals and valuation, account transitions, and transaction cost analysis.
Required qualifications, capabilities and skills
Graduate/Postgraduate with atleast 1 year of relevant experience.
Strong attention to detail and a methodical approach to problem solving
Highly numerate with strong analytical aptitude
Strong interest in financial markets and US Equity investing
Self-motivated, goal/results-focused, and able to execute on objectives
Strong interpersonal skills to liaise with numerous groups within JPMAM
Strong teamwork and collaboration skills
Solid aptitude and desire to learn quickly
Solid technical skills, particularly in MS Excel
Solid written communication skills
Preferred qualifications, capabilities and skills
Familiarity with Bloomberg
Experience supporting elements of the investment process (e.g., trading support, analytics, operations)
Market data services knowledge
📌 Analyst Portfolio Implementation Us Equities Mumbai
🏢 JP Morgan Chase
📍 Mumbai
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