Wealth Management Solutions, Portfolio Management Group, Vice President (Trade Coordination)

Job Description

The Portfolio Management Group (PMG) is the implementation engine for the Private Bank’s discretionary investment business, providing leverage for investment advisors and front office partners as they pursue the Firm’s growth initiatives. PMG is responsible for implementing the investment strategy and portfolio construction decisions set by the Private Banking Strategy/CIO teams, including portfolio rebalancing and ongoing risk management across investment management and trust portfolios.

 

This Vice President role sits within a centralized trade coordination function with two core responsibilities: (1) own the end-to-end lifecycle for approved trade ideas—from pre-trade analysis and trade planning through execution coordination and post-trade review—ensuring adherence to risk controls, fair allocation, and best execution standards; and (2) partner to drive initiatives that improve implementation efficiency, scale, and client outcomes across the managed platform.

 

Key Responsibilities

• Perform detailed pre-trade analysis to size trades and assess platform capacity, liquidity considerations, and client/account impact.
• Create, communicate, and syndicate a trade plan that accounts for sequencing, liquidity, and adherence to allocation policy.
• Present trades and key nuances (constraints, risks, customization considerations) to the broader Global Portfolio Management team for awareness and coordination.
• Maintain daily communication throughout the trade lifecycle with internal and external partners, escalating changes, risks, and issues as needed.
• Conduct post-trade review (allocation validation, exception management, and execution-quality inputs) and document key learnings.
• Drive initiatives to enhance investment offerings and implementation, including improved overlay management, lower costs, operating efficiencies, and deepen managed platform.

Required Qualifications, Skills and Capabilities

• Bachelor’s degree in finance or a related discipline.
• 7–12 years of experience in financial services; wealth management/private banking experience preferred.
• Strong understanding of investment solutions and demonstrated interest in portfolio management and markets.
• Demonstrated track record of building relationships and partnering effectively with stakeholders at multiple levels (investment, trading, operations, and client-facing teams).
• Prior experience operating within a risk and controls framework; strong attention to detail and sound judgment in execution.
• Strong communication skills (written and verbal) with ability to synthesize trade considerations for broad audiences.
• CFA designation or progress toward CFA preferred (not required).
• Experience working with large datasets (analysis, automation, workflow efficiency).

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.​