Portfolio Implementation - Equities- Associate

You are a strategic thinker passionate about driving solutions in “Portfolio Implementation”. You have found the right team

 

As a Portfolio Implementation professional within our Equities (EMAP) team, you will support senior portfolio managers in the analysis and execution of EMAP Equity Investment strategies, ensuring disciplined day-to-day portfolio implementation and strong cross-team partnership across J.P. Morgan Asset Management (JPMAM).

 

Job Responsibilities 

• Develop an understanding of the investment process to support portfolio implementation activities.
• Execute buy/sell decisions by routing orders across equities, futures, and treasuries.
• Monitor cash flows across accounts to support timely funding and rebalancing needs.
• Communicate with trading teams to coordinate execution, resolve issues, and confirm trade intent.
• Oversee futures hedging activity and track hedge effectiveness versus portfolio exposures.
• Track portfolio positioning, market news, and trade activity to support daily decision-making.
• Reconcile position and cash discrepancies across systems and escalate exceptions appropriately.
• Validate adherence to account guidelines and investment restrictions to support compliance.
• Review investment performance and implementation outcomes to identify drivers and anomalies.
• Collaborate on portfolio management projects (research initiatives, fundamentals, valuation, transitions, and TCA).
• Support stakeholder coordination across JPMAM by providing clear updates, timelines, and deliverables.

 

Required qualifications, capabilities and skills 

• Graduate/postgraduate with at least 5 years of experience in investment process support or financial products.
• Apply strong numerical, analytical, and problem-solving skills.
• Exhibit attention to detail and a methodical approach to execution.
• Maintain a strong interest in financial markets and portfolio mechanics.
• Communicate effectively with strong interpersonal and stakeholder-management skills.
• Execute against defined objectives with a results-oriented mindset.
• Collaborate as a team player across functions and geographies.
• Understand core financial services concepts and market instruments.

 

Preferred qualifications, capabilities and skills 

• Hold experience supporting equity portfolios and/or derivatives overlays (futures/hedging).
• Bring familiarity with EM investing concepts (country, FX, liquidity, and market structure).
• Demonstrate proficiency with portfolio analytics and reporting tools (e.g., Excel-based workflows).
• Show experience with transaction cost analysis and/or complex account transitions.
• Pursue CFA and/or an advanced degree (MBA) as a plus.