Asset & Wealth Management - Portfolio Management Manager
Posted Updated
Join a dynamic team dedicated to portfolio health and impactful change in Wealth Management. Apply today to make a difference with us!
Job Summary
As a Portfolio Management Manager in the Portfolio Management team, you collaborate with key stakeholders to expertly manage and optimize the portfolio. You focus on research, identification, and resolution of portfolio exceptions while maintaining portfolio health. You drive consistency and maintain effective controls through partnership and teamwork.
Job Responsibilities:
- Lead a team of 4 analysts with scope to increase
- Identify skill gaps and help grow the team as needed
- Provide oversight of several key functions
- Review portfolio exceptions of JPMorgan Wealth Management SBL clients
- Resolve margin calls with JPMorgan Wealth Management Advisors
- Work with the estates team to manage pipeline and ensure timely resolution
- Work with JPMorgan Wealth Management Lending Solutions and JPMorgan Wealth Management Credit Risk for escalated exceptions
- Partner with SBL origination, Annual Review, and JPMorgan Wealth Management advisors for escalations and any items that may require their action
- Identify operational gaps and ensure resolution
Required qualifications, capabilities, and skills:
- Proven ability to lead and mentor with the ability to foster collaboration and growth
- General understanding of credit products/commercial lending concepts
- Proficiency in Microsoft, Excel, Word, PowerPoint, and Outlook
- Strong analytical and problem-solving skills
- Excellent communication, presentation, and personal skills
- Ability to think critically and multi-task
- Perform tasks with limited supervision
Preferred qualifications, capabilities, and skills:
- Proven ability to present to senior leadership
- Preferred Bachelor’s degree in a business-related field
- Candidates should have a minimum of 3 years of private banking/asset management and credit/lending experience
- General understanding of financial markets and securities industry