Chase Bank Employment – Investment Associate

Job Responsibilities:

• Advise on portfolio construction including overall asset allocation, tactical shifts and security selection
• Perform special portfolio analysis on products
• Adhere to internal and external policies and procedures regarding securities transactions and code of conduct.
• Understand client’s investment plan and objectives.
• Grow new assets by identifying and developing new business opportunities from existing client base
• Market and implement investment solutions in accordance with clients’ investment objectives
• Attends product rollouts, ideas calls and research meetings to stay current on all JPMS products and services
• Work in close partnership with Advisors in proposing, delivering, and executing solutions for clients; as well as in identifying new business opportunities

Job Requirements:

• Ability to work in a team based environment
• 3-5 plus years’ experience in Financial Services industry
• CFA designation preferred (minimum Level II CFA candidate or progress toward CFA designation)
• Strong knowledge of investment products
• FINRA Series 7 and 66 licenses required for the position: preferred upon hiring but must be obtained within 180 days of hire
• Superior analytical skills; strong computer skills
• Bachelors degree or equivalent experience required

Job Details:

Company: JPMorgan Chase & Co.

Vacancy Type: Part Time

Job Location: Philadelphia, PA, US

Application Deadline: N/A

Apply Here

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