Latin America Private Bank - Investment Professional - Brazil - New York

JPMorgan Chase

3.3

(114)

New York, NY

Why you should apply for a job to JPMorgan Chase:

  • 62% say women are treated fairly and equally to men
  • 78% say the CEO supports gender diversity
  • Ratings are based on anonymous reviews by Fairygodboss members.

    #210583189

    Position summary

    • Execute brokerage trades, including: placing trades, reviewing brokerage trades - compare paper blotter to trade blotter daily, submitting cancel/corrects, making account updates

    • Create mandates for discretionary accounts

    • Monitor exceptions and work with Client Advisors to conduct 'what-if' scenario-based analysis. Work with Team Leader to monitor risk metrics across the team

    • Work with Team Leader to monitor Client Advisor loadings.

    • Submit and monitor fee schedules and billing

    • Manage Alternatives documents, including, submission, monitoring and working with clients to complete/correct

    Required Qualifications, Capabilities, and Skills

    • Portuguese fluency oral and written required

    • Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date

    • Bachelor's Degree required

    • One plus years of industry related experience

    • Exceptional follow-up and follow-through skills

    • PowerPoint and Excel expertise

    Preferred Qualifications, Capabilities, and Skills

    • Familiarity with JP Morgan Private Bank systems Workstation, Connect, DDR/KYC or ability to learn proprietary software

    • Experience and interest in financial markets and concepts

    • Excellent interpersonal skills

    • Self-starter, extremely organized and detail-oriented with strong commitment to accuracy

    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.

    Why you should apply for a job to JPMorgan Chase:

  • 62% say women are treated fairly and equally to men
  • 78% say the CEO supports gender diversity
  • Ratings are based on anonymous reviews by Fairygodboss members.