Asset Management - Portfolio Implementation Specialist - Associate.

The Customized Managed Account Solutions Investment team is responsible for equity trading, portfolio Management and implementation process in the Separately Managed Accounts space. Customized Managed Accounts Solutions (CMAS) oversees the entirety of JPMorgan Asset Management's Separately Managed Account and Model Portfolios business.

Job summary:

As a Portfolio Implementation Associate within the Customized Managed Accounts Solutions Investment team, you will be responsible for implementing equity trades for discretionary strategies, ensuring accounts are properly positioned to investment model, delivering SMA model portfolios to sponsoring intermediaries for non-discretionary strategies, managing accounts offered in JPM's Tax Smart Platform and working with internal partners to improve the scalability and efficiency of the business. You will be intellectually curious, detail[1]oriented, have strong analytical skills, and have a passion for participating in the investment process, you may be the perfect fit for our team.

Job responsibilities:

• Trade discretionary Managed Accounts across a variety of SMA investment strategies
• Review client accounts for investment model drift and implement strategy changes
• Monitor and update SMA investment models for non-discretionary platforms
• Oversee and perform order management review of accounts in JPM's Tax Smart Platform
• Research and respond to investment model and client account inquiries in a timely manner
• Partner with Portfolio Managers, Client Service and Technology teams to resolve issues and improve scale and efficiency
• Participate in the planning and launching of new and existing investment strategy placements • Support a culture of continuous improvement by defining, documenting, and implementing process improvements

Required qualifications, capabilities, and skills:

• Bachelor's degree in related field
• 3-5 years' relevant work experience
• Familiarity with the implementation of Separately Managed Accounts (SMA) portfolios
• Strong analytical, problem-solving, and organizational skills with ability to meet tight deadlines
• Effective communicator with strong written and oral communication skills, and the ability to lead discussions and influence people
• Inclusive leadership skills, with ability to work independently and collaborate amongst the team
• Client service mindset, providing timely responses to internal clients

Preferred qualifications, capabilities, and skills:

• CFA/MBA preferred
• Portfolio implementation experience
• Ability to manage concurrent assignments effectively and efficiently
• Ability to navigate a complex organization involving numerous groups and individuals
• Experience working alongside portfolio managers, client service and technology teams

ABOUT US

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.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. 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. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

ABOUT THE TEAM

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.

Client-provided location(s): Columbus, OH, New York, NY, Jersey City, NJ

Job ID: JPMorgan-210677873

Employment Type: FULL_TIME

Posted: 2025-10-22T19:03:53