JPMorgan Chase Wealth Management - Fixed Income Trader, Associate in Chicago, Illinois

J.P. Morgan Asset & Wealth 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.

Description:

Supporting Wealth Management Financial Advisors, Self-Directed customer support teams and Digital Wealth Management transactions, the Fixed Income Trader, Associate position involves daily high volume call liaison with advisors and trade support teams to facilitate trade execution while simultaneously monitoring and utilizing multiple trade and clearance systems; research and resolution of complex trading issues, daily update and support of syndicate and inventory offerings.

Joining a team of trading professionals, the successful candidate is also expected to provide detailed security analysis and market insight, and monitor market events to support risk appropriate fixed income sales and trading.

Responsibilities:

  • Provide holistic US Municipal & Taxable Fixed Income (FI) coverage for the CWM Wealth Management advisors; support JPMS, Private Bank and CWM self-directed trading teams

  • Pricing and execution for Municipal & Taxable fixed income securities for Advisors, Self-Directed teams and Digital Wealth Management trade flow

  • Efficient, accurate and high volume trade execution with attention to detail and quality control are essential while maintaining compliance with all regulatory requirements including TRACE & MSRB reporting standards.

  • Provide quantitative analysis on markets and trade ideas

  • Ability to work productively and effectively with strict adherence to policies and procedures.

  • Adept listening and analytical skills: must make consistent, informed and composed decisions using blend of knowledge, experience and analysis

  • Exceptional customer service with effective written and oral communication skills.

  • Series 7 and Series 63 licenses & Bachelor's degree are required.

  • At least 2 years trading experience and knowledge of trading strategies and factors that influence market trends

  • Exceptional relationship management skills and ability to partner

  • Superior client service and problem-solving skills

  • Strong communication and organizational skills

  • Proficiency in Microsoft Office Suite -strong Excel & Powerpoint and working knowledge of Access preferred

  • Knowledge of web design (e.g. DreamWeaver) a plus use

  • Proven multitask abilities

Preferred Experience:

  • Prior experience with fixed income securities markets (including Treasury, Agency, Municipal and Corporate Bond trade execution) and knowledge of multiple trade execution and clearing systems including Bloomberg SSOX/TOMS, KCG BondPoint, TMC, TradeWeb.

  • Detailed knowledge of JPM internal systems (Morcom, Connect) preferred.

The position is ideal for hard working, action oriented candidates, motivated by challenging opportunities are composed under pressure and embrace change as it occurs.

Enthusiasm and commitment to excellence and the highest ethical standards are essential.

JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.