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Asset Management - Mortagage Underwriter

Job Description

About JP Morgan Asset Management
J.P. Morgan Asset Management, with client assets of $2.4 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.
Our Business
J.P. Morgan Asset Management (Global Investment Management) is a leading investment manager of choice for institutions, financial intermediaries and individual investors, worldwide. With a heritage of more than two centuries, a broad range of core and alternative strategies, and investment professionals operating in every major world market, we offer investment experience and insight that few other firms can match.
  • Clear focus on managing client assets and delivering strong risk-adjusted returns
  • More than 1,300 investment professionals providing strategies spanning the full spectrum of asset classes, including equity, fixed income, cash liquidity, currency, real estate, hedge funds and private equity
  • Leadership positions in the U.S., U.K., Continental Europe, Asia, and Japan
J.P. Morgan Asset Management is the marketing name for the investment management businesses of JPMorgan Chase & Co. and its affiliates worldwide.

The applicant should have working knowledge of the Separately Managed Accounts industry, as well as a strong interest in the financial markets. 



  • Trade wrap accounts on a daily basis across a variety of investment strategies:

o   New account initial investments

o   Monitoring cash and security activity in client accounts

o   Liquidating accounts

o   Managing tax harvesting requests

·         Implement Portfolio Manager model requests across multiple equity strategies

  • Monitor client accounts for model drift to limit dispersion versus a model
  • Research and respond to specific account inquiries in a timely manner   
  • Point of contact for external operations groups and internal sales and portfolio management teams
  • Work with various internal partners to improve business scale and efficiency
  • Participate in the planning and development of new business processes
  • Ad hoc report processing


·         Undergraduate Degree

·         3-5 years work experience in the financial services industry, preferably within Asset Management

·         Fiserv APL experience   

·         Strong interest and understanding of the financial markets

·         Strong analytical skills

·         Detail and goal oriented

·         Excellent communication and interpersonal skills

·         Ability to multi task and prioritize in a fast paced environment

Req #: 150084850
Location: New York, NY US
Job Category: Sales/Trading/Research
Employment Type: Full Time
Potential Referral Amount: 0 US Dollar (USD)

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