Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

IPB - Investment Professional - GFG MENAT

Chase

Investment Professional

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's International Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.

As an Investment Professional in the International Private Bank, you will provide integral daily support to Investors in managing client relationships. Additionally, you will coordinate with a team of talented colleagues and other essential support groups, while maintaining awareness of and sensitivity to confidential nature of Private Banking clients.

Job Responsibilities

  • 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

  • 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
  • Multilingual (Arabic, French, Turkish, etc.)
  • Experience and interest in financial markets and concepts
  • Excellent interpersonal skills
  • Self-starter, extremely organized and detail-oriented with strong commitment to accuracy
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the IPB - Investment Professional - GFG MENAT in New York, NY vacancy
  •  ...Banker Professional We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to...  ...opening process and internal preparation to facilitate subsequent investments Monitor client accounts and provide basic client... 
    Suggested

    Chase

    New York, NY
    3 days ago
  • $100k - $135k

     ...markets, businesses and functions to provide you with the opportunity to take your career to the next level. As an Investment Professional in the International Private Bank, you will provide integral daily support to Investors in managing client relationships.... 
    Suggested

    JPMorgan Chase Bank, N.A.

    New York, NY
    3 days ago
  •  ...multiple jurisdictions. You will leverage your expertise in investments, financial planning, credit, and banking to provide holistic,...  ...uses critical thinking to solve problems. Dynamic and credible professional who communicates with clarity and has exceptional... 
    Suggested
    Temporary work
    Work experience placement
    Work at office
    Local area

    JPMorgan Chase & Co.

    New York, NY
    3 days ago
  •  ...Investment Professional – Direct Private Equity Fully remote - US based 175 - 225K + upside   Position Overview A growing family office is building its direct investment platform focused on acquiring majority or 100% ownership stakes in small, profitable private... 
    Suggested
    Full time
    Part time
    Work at office
    Remote work
    Flexible hours

    Mai Placement

    Brooklyn, NY
    4 days ago
  •  ...and are a small, high-conviction team operating at the frontier of capital markets. The Role Valinor is hiring an Investment Professional to own deal execution across private credit and structured credit — from sourcing and underwriting through closing and portfolio... 
    Suggested

    Valinor

    New York, NY
    1 day ago
  • $47.5k

     ...long and fulfilling lives – a mission we’ve honed since 1859. Invest In Your Potential! At Equitable Advisors, you’ll find an environment...  ...achieve financial confidence and security. Our Financial Professional Advisor role is designed for individuals who are motivated to... 
    Work at office
    Local area
    Remote work

    Equitable Advisors LLC

    New York, NY
    2 days ago
  •  ...Investor Relations Professional Our client, a venture capital firm investing from early to late stage, is seeking Investor Relations professionals to join its team. This is a high-impact role on a lean team, focused on managing and expanding relationships with blue... 
    Visa sponsorship

    Coastal Wave Recruiting

    New York, NY
    4 days ago
  • Job Description Career Description: Financial Professionals work with clients to identify, outline and achieve their financial goals. We...  ...industry. Our nationwide team consists of leaders in insurance, investments, estate, family and business planning. In addition to sales... 
    Home office

    6AM City, LLC

    New York, NY
    4 days ago
  • $200k - $225k

    Senior Restructuring Professional NYC Private Credit Investment Firm J Harlan Group is currently conducting a search for an experienced and highly motivated Senior Turnaround & Restructuring Professional at a prominent Private Credit Investment Firm Headquartered in NYC... 

    J Harlan Group, LLC

    New York, NY
    2 days ago
  •  ...service, management, retail, restaurant, etc.) As a Financial Professional, you'll have the rewarding opportunity to promote financial...  ...goals—covering areas like retirement planning, college savings, investments, and insurance. Our mission is to empower individuals,... 
    Full time
    Temporary work
    Part time
    Work at office
    Remote work
    Work from home
    Flexible hours

    David Dworsky Financial Services

    New York, NY
    2 days ago
  • Financial Services Professional About Vista Wealth Solutions At Vista Wealth Solutions, we're dedicated to educating and developing financial...  ...base by delivering personalized financial advice across investments, insurance, and long-term planning. You'll work to understand... 
    Permanent employment

    Vista Wealth Solutions

    New York, NY
    2 days ago
  • $100k - $300k

     ...Prospect Capital Investment Professional Founded in 1988, Prospect Capital is an alternative asset management firm with $11.9B of assets under management, and pursues multiple strategies in the US, including direct lending, private equity, real estate private equity... 
    Daily paid
    Permanent employment
    Work at office

    Prospect Capital

    New York, NY
    3 days ago
  •  ...J.P. Morgan Institutional Investment Solutions Institutional Investment Solutions ("IIS") is a highly specialized global team of seasoned investment professionals within J.P. Morgan Wealth Management Solutions, managing over $50 billion in customized multi-asset solutions... 
    Work at office
    Flexible hours

    Chase

    New York, NY
    1 day ago
  •  ...entrepreneurial individuals to join our growing team as Financial Professionals. In this role, you will work closely with clients to develop...  ...goals and design personalized strategies (retirement, investment, insurance, estate planning) Provide education and guidance... 
    Flexible hours

    WealthBridge Financial Group

    Hoboken, NJ
    1 day ago
  •  ...Overview A global real estate investment platform backed by a major international construction and engineering group is seeking a Real Estate Investment / Development professional to support its U.S. expansion. The firm focuses on multifamily investments across major East... 
    For contractors
    Local area

    Alpha Global Search LLC

    New York, NY
    2 days ago
  • $175k - $250k

     ...Overview Aksia is an alternative assets specialist, providing investment solutions for institutional investors globally. Our business...  .... We are seeking an experienced credit investment professional to focus on private credit investment opportunities with a focus... 
    Work experience placement
    Local area

    Aksia

    New York, NY
    4 days ago
  • $250k - $300k

     ...Investment banking works on some of the most complex financial challenges and transactions in the market today. Whether advising...  ...clients across a range of subsectors, including but not limited to Professional Services, Staffing, Industrial Services, Environmental/... 
    Full time
    Temporary work
    Part time

    The Goldman Sachs Group

    New York, NY
    3 days ago
  • $250k - $300k

     ...Investment Banking Vice President Investment banking works on some of the most complex financial challenges and transactions in the...  ...across a range of subsectors, including but not limited to Professional Services, Staffing, Industrial Services, Environmental/Utility... 
    Full time
    Temporary work
    Part time

    Goldman Sachs

    New York, NY
    2 days ago
  • $100k - $300k

     ...Investment Professional - Specialty Finance The Firm Founded in 1988, Prospect Capital is an alternative asset management firm with $11.9B of assets under management, and pursues multiple strategies in the US, including direct lending, private equity, real estate... 
    Permanent employment

    Prospect Capital

    New York, NY
    23 hours ago
  •  ...Team Position At Apollo, we're a global team of alternative investment managers passionate about delivering uncommon value to our...  ...– and our people. Apollo is looking for a detail oriented professional to join the Tax Finance Team. This position is part of the global... 
    Work experience placement
    Local area
    Flexible hours

    Apollo Inc

    New York, NY
    1 day ago
  • $100k - $300k

     ...approach that employs fundamental bottoms-up research to identify investments that offer attractive risk and reward. With offices in New...  ..., and Florida, the firm is comprised of 100+ experienced professionals who value entrepreneurship, intellectual rigor, hard work and... 
    Daily paid
    Permanent employment
    Work at office

    Prospect Capital

    New York, NY
    2 days ago
  •  ...led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range...  ...resources of Goldman Sachs and beyond. Financial Investment Professionals (FIPs) will support Private Wealth Advisors (PWAs) in the day... 

    The Goldman Sachs Group

    New York, NY
    3 days ago
  • $150k - $300k

    Investor Relations Professional (3 Openings) Onsite | San Francisco, CA or New York City, NY Direct Hire / Permanent Placement HireNow...  ...on behalf of a valued client partner in the venture capital investment sector. HireNow Staffing is acting as a direct placement partner... 
    Permanent employment
    Full time
    Visa sponsorship

    HireNow Staffing

    New York, NY
    2 days ago
  •  ...Financial Group is seeking a dedicated and knowledgeable Financial Professional to join our team. In this role, you will be responsible for...  ...comprehensive financial analyses, including assessments of investment strategies, risk management, retirement planning, and tax... 

    WealthBridge Financial Group

    Hoboken, NJ
    23 hours ago
  • $138.5k - $200.8k

     ...Commercial Finance Director - Professional Products Division (PPD) We are a global community of catalysts for value creation....  ..., weekly sales calls, and the 5-Day Sales Bridge. Shopper Investment Budget Management & Decision Support: Develop high-impact reporting... 
    Work experience placement
    Summer work
    Work at office
    Local area
    Work from home
    Flexible hours

    L'Oreal USA, Inc

    New York, NY
    4 days ago
  • $112k - $168k

     ...Management and help shape the future of infrastructure finance! We're seeking a talented and motivated professional to contribute to our infrastructure debt investments across diverse sectors and geographies. This role offers an exciting opportunity to make a meaningful... 
    Full time
    Temporary work
    Work experience placement
    Work at office
    Remote work
    Worldwide
    Visa sponsorship
    Flexible hours

    Swiss Re

    New York, NY
    23 hours ago
  • $100k

    Investment Professional - Specialty Finance - Full Time - Onsite - New York, NY Investment Professional - Specialty Finance Location: New York, NY (Onsite) Employment Type: Full-Time Salary: $100,000 per year Position Overview Our client is seeking a talented Investment... 
    Daily paid
    Full time

    GD Resources

    New York, NY
    23 hours ago
  •  ...financial services leader for over 180 years, offering insurance, investments, retirement, and advisory services. As a mutual company, we...  ...resources and opportunities to advance both personally and professionally. We are committed to creating a workplace that values... 
    Full time

    New York Life

    New York, NY
    3 days ago
  •  ...'s operations and control processes. Team Overview The Professional Practice Group (PPG) is comprised of quality assurance, practices...  ...we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm.... 

    Goldman Sachs

    New York, NY
    3 days ago
  • $250k - $400k

     ...process with PE, family offices and sovereign funds across LP investments. Oversee specialist counsel focused on tax structures and...  ...communicate, verbally and in writing, with clients, lawyers, business professionals, and third parties. Produce deliverables, answer phone calls,... 
    Work at office
    Work from home

    DLA Piper LLP (US)

    New York, NY
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to IPB - Investment Professional - GFG MENAT. Be the first to apply!