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About the Role

This role involves executing complex trades for ultra-high net worth and institutional clients, monitoring market liquidity, and developing trading strategies. You will research market movements, synthesize economic insights, and advise on investment and risk management strategies across various asset classes. The position also requires owning client relationships, identifying new business opportunities, and leading projects to improve workflows and client experience.

Responsibilities

Directly execute complex trades with large notional value across asset classes for ultra-high net worth and institutional clients.
Monitor market liquidity dynamics, price trades and develop trading strategies across asset classes.
Research market movements and the state of the global economy, delivering insights from the bank solution and strategy teams.
Synthesize and communicate economic and market research to internal teams and clients.
Create regulatory report templates, frequencies, contexts, levels of data, submission methods, and product regulations.
Facilitate and advise on investments and risk management strategies across multiple asset classes including equities, fixed income, rates, and foreign currency for ultra-high net worth and institutional clients.
Own client relationships, including exercising business judgement to effectively manage risk and return for the team, such as managing client expectations, ensuring compliance to regulatory requirements, and mitigating potential risk to the business.
Engage prospects and identify new opportunities with existing clients.
Lead projects to source new revenue opportunities.
Develop systems and internal materials to maintain business workflows.
Manage cross-functional projects to improve business workflows and client experience.
Lead events and client meetings with private equity and venture capital client contacts.
Develop new relationships for the team.
Train team members on trading, business and regulatory process, and market dynamics.

Requirements

Bachelor's degree in Economics (any), Mathematics, Statistics, Finance, or related field of study.
3 years of experience in the job offered or as Investment Professional, Global Investment Opportunities Analyst, Investment Solutions Assistant, FX Sales and Trading Analyst, or related occupation.

Skills

Executing trades with notional value
Executing tactical trades tailored for a specific client's asset allocation across multiple asset classes including equities, fixed income, rates, and foreign currency
Presenting on market dynamics and the state of the global economy to inform clients of state of geopolitics, economic landscapes and how this can affect their portfolios
Utilizing Visual Basic Applications (VBA) for automating tasks, enhancing data management, and building custom financial models within Microsoft Office applications including Excel and Access
Communicating investment concepts and trade execution with ultra-high net worth and institutional clients
Setting and communicating long-term asset allocation according to client's investments, spending needs, and risk preferences
Engaging prospects and identifying new opportunities with existing clients
Offering a range of investment solutions to meet a client's specific needs and objectives
Collaborating with investment strategy and solutions partners to develop investment options to meet a client's goals
Integrating client's local investments with their investments abroad in order to develop a holistic global allocation for the client
Regulatory report templates, frequencies, contexts, levels of data, and submission methods
Infrastructure design and database modeling of regulatory reporting and reconciliation systems
Utilizing Bloomberg to monitor market dynamics, price trades, and develop trading strategies

Location

560 Mission Street, San Francisco, CA 94105

Work Type

Full-Time
Up to 20% domestic travel

Education Level

Bachelor's degree

Salary/Compensations

$155,000.00-$165,000.00 per year

Benefits

Competitive total rewards package
Commission-based pay and/or discretionary incentive compensation
Comprehensive health care coverage
On-site health and wellness centers
Retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching

About the Company

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions.
Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals.
Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

Equal Opportunity

We are an equal opportunity employer and place a high value on diversity and inclusion at our company.
We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law.
We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans