About J.P. Morgan Private Bank

J.P. Morgan Private Bank is a global leader in wealth management, providing top-tier advice, services, capabilities, and products to ultra-high net worth individuals and families across 36 countries. Our Private Bank offers highly customized solutions to address the complexities of substantial wealth, leveraging our expertise in discretionary investment management, brokerage, tax and estate planning, credit, capital raising, and specialty wealth advisory services. We also integrate the commercial and investment banking capabilities of the firm to deliver comprehensive solutions.

Role Overview:

As a Trade Coordinator within the Portfolio Management Group, you will help in advancing trade ideas from our CIO/PM partners.  You will manage trades through their entire lifecycle, including evaluating hypothetical scenarios, applying trades to customized products, planning trades, communicating with stakeholders, and conducting post-trade analysis. You will navigate the complexities of liquidity, capacity, trade sizing, and customization while ensuring compliance with fair allocation and best execution policies.

Job Responsibilities:

Conduct detailed analysis to size trades and assess platform capacity and client impact Create and syndicate a trade plan that factors in liquidity and adheres to allocation policy Present trades to broader Global Portfolio Management team articulating nuances for consideration Daily communication throughout trade with internal and external partners to keep apprised of changes and progress Measure results versus expectation post-trade and ensure all aspects of trade appropriately documented Drive innovative solutions to increase efficiency of trade coordination team as well as broader team Partner on strategic initiatives across the broader organization and work with technology partners to improve processes Assist in daily oversight of the Six Circles mutual fund complex

Required Qualifications, Skills and Capabilities:

Bachelor's degree in a finance or related discipline  3 years work experience in financial services industry with Wealth Management experience Demonstrated passion and understanding of investment solutions  Strong communication skills with track record of building relationships with stakeholders at all levels Strong skill level with:  Excel, PowerPoint, Python, working with large data sets

Preferred Qualifications, Skills and Capabilities:

CFA or progress toward attaining CFA designation preferred, but not required