Wealth Management Solutions, Investment Specialist - ...

Join to apply for the Wealth Management Solutions, Investment Specialist - Portfolio Management Group (PMG) Associate role at JPMorganChaseContinue with Google Continue with GoogleJoin to apply for the Wealth Management Solutions, Investment Specialist - Portfolio Management Group (PMG) Associate role at JPMorganChaseJob Title: Portfolio Management Group (PMG) AssociateJob DescriptionJob Title: Portfolio Management Group (PMG) AssociatePosition Description: The Portfolio Management Group (PMG) at J.P. Morgan is seeking a proactive and growth-oriented Associate to join our dynamic team. PMG is responsible for the comprehensive management, monitoring, rebalancing, and execution of global trading strategies across discretionary investment management and trust portfolios. This role supports over 1 million client accounts within J.P. Morgan Private Bank and U.S. Wealth Management.Roles And ResponsibilitiesInvestment Implementation Portfolio Management:Monitor, invest, manage, and trade both discretionary and non-discretionary scalable accounts across various products.Review and trade client account portfolios, manage orders, and execute trades.Manage cash and security activity/drift in client accounts.Handle client account requests and maintenance.Align client accounts for Manager Model Trades.Knowledge and Oversight:Maintain a comprehensive understanding of investment solutions utilized within Wealth Management Advisory Solutions (WMAS), including mutual funds, exchange-traded funds, structured notes, hedge funds, and separately managed accounts.Perform account oversight for model drift and strategy deviation.Client and Internal Relationship Management:Manage internal client relationships with Solutions Product Teams and Investors.Collaborate with various business partners (Technology, Managed Product Operations, Product Teams) to develop new business processes/systems/applications, focusing on building automation, scale, and efficiencies.Essential Skills/QualificationsStrong interest in and knowledge of financial markets and instruments.High attention to detail and consistently demonstrates good judgment in risk and controls.Ability to prioritize work independently and act with urgency to deliver accurate, timely results.Capable of multitasking and thriving in a fast-paced, growing environment.Demonstrates accountability and responsibility for actions and results.Strong interpersonal and teamwork skills.Proficiency in Python, including experience with libraries such as Pandas and NumPy for data analysis, insights, and automation.Ability to utilize JPM AI resources and applications effectively.Previous experience in alternatives, trading, or managed discretionary accounts implementation/management.RequirementsBachelor’s degree.2+ years of experience in the financial services industry, with a preference for Private Wealth Management experience.This position offers an exciting opportunity to work in a dynamic environment, contributing to the success of J.P. Morgan's wealth management services. We are looking for someone who is curious, eager to innovate, and ready to grow with us. If you are passionate about financial markets and have the skills and experience outlined above, we encourage you to apply.About UsJPMorganChase, 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/VeteransAbout The TeamJ.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.Seniority levelSeniority levelNot ApplicableEmployment typeEmployment typeFull-timeJob functionJob functionFinance and SalesReferrals increase your chances of interviewing at JPMorganChase by 2xGet notified about new Investment Manager jobs in Columbus, OH.Sr. Relationship Manager (Commercial Lender)U.S. Private Bank – Private Banker – Vice President or Executive DirectorColumbus, OH$140,000.00-$150,000.001 week agoU.S. Private Bank – Private Banker – Executive Director or Vice President (Columbus, OH)J.P. Morgan Wealth Management National Branch Personal Advisor - Westerville, OHColumbus, Ohio Metropolitan Area 1 month agoCapital Markets Senior Managing Director – Capital AdvisoryJ.P. Morgan Wealth Management – Private Client Advisor - New Albany, Johnstown - OhioJ.P. 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Created: 2025-09-17