IPB - Trade Execution Desk - Associate

🏢 JP Morgan
📍 Miami, United StatesFull-timeOn-site
📅 Posted: 3mo ago🔄 Updated: 3mo ago
CV%
✨ AI Summary
This role is for an Associate on the IPB - Trade Execution Desk within J.P. Morgan's LATAM Private Banking business. The primary responsibilities include executing client-directed trades across various asset classes, managing the full trading life cycle from pre-trade checks to post-trade reporting, and developing in-depth knowledge of asset classes and products. The role also involves extensive client and market coverage in a dynamic, multi-cultural environment and collaborating with management to provide best-in-class client services.
🎁 Benefits & Perks
competitive total rewards package including base salary, commission-based pay and/or discretionary incentive compensation, comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching
Requirements
Required: English and Spanish proficiency, Series 7 and 66 licenses, Excel skills. Preferred: Portuguese proficiency, Python knowledge. Degree in finance or business (or equivalent). Minimum 5 years of brokerage/trading experience in a similar role. Must be able to work under tight deadlines with accuracy, adapt to change, and possess strong interpersonal and organizational skills.
Description

This is an exciting opportunity for you to join a dynamic, diverse team within J.P Morgan’s LATAM Private Banking business. We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients.  If you have an entrepreneurial mind-set 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.  

Our Private Bank is a global wealth management leader that delivers the highest quality advice, service, capabilities and solutions to Ultra High Net Worth individuals and families around the world. Through our integrated and diverse platform, we deliver highly customized and comprehensive market leading solutions to help clients with the many challenges and complexities they face in the ever-evolving financial services space. 

The Role: 

  • Brokerage accounts trade execution: the candidate will be part of a team responsible for executing Clients’ directed trades across asset classes 

  • Trade life-cycle management: the candidate will own the full trading life cycle, from pre-trade checks, trade execution to booking and post-trade checks, including risk disclosures, product marketing obligations and reporting execution details to Clients 

  • Extensive Asset Classes execution knowledge: the candidate will develop an in-depth knowledge of all asset classes and products offered by the Private Bank 

  • Extensive Clients and Markets coverage: the candidate will be part of a team with multi-regional coverage responsibilities, having the opportunity to work in a fast and dynamic multi-market and multi-cultural environment 

  • Work closely with management to generate solutions to provide best in-class services to clients 

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Preferred Qualifications, Capabilities, Skills:

  • Ability to work under tight market deadlines and accuracy in executing Clients’ directed orders are a must 

  • Coachable professional with good business sense and energetic/dynamic personality 

  • Ability to adapt to a rapidly changing business and technology environment 

  • Excellent interpersonal skills, both written and oral 

  • Self-starter, high sense of responsibility, extremely organized and detail-oriented with strong commitment to accuracy 

  • Ability to multi-task and manage priorities effectively 

  • Knowledge of financial markets and products 

  • Risk Management, Good judgment and problem-solving skills 

  • Absolute discretion when dealing with confidential matters 

  • Ability to work both independently and as a team player 

  • Exceptional follow-up and follow-through skills 

  • General comfort level with Internet/Intranet usage and ability to learn proprietary software.  

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Required Qualifications, Capabilities, Skills: 

  • English and Spanish required, Portuguese a plus. 

  • Series 7 and 66 required 

  • Excel required, Python a plus 

  • Degree educated, preferably in finance or business-related subject (or equivalent) 

  • Previous Brokerage/Trading experience required: and at least 5 years of experience in a similar position  

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🎯 Overalli74%
⚡ Skillsi85%
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Ontology Match: 85.0
Matched:✓ Requirements Matching✓ Ontology Skills Mapping
📜 Eligibilityi49%
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Local: 19600%
🏗️ Career Fiti91%
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Seniority: 91.0
📋 Requirementsi67%
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Domain: 67.0
🔥 Motivationi78%
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Title Fit: 78.00