U.S. Private Bank – Investment Professional – Associate
Company: JPMorganChase
Location: Denver
Posted on: April 3, 2026
|
|
|
Job Description:
Description 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
U.S. 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 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 Consult on and execute brokerage trades,
including: advising the client on trade execution, placing trades,
reviewing brokerage trades - compare paper blotter to trade blotter
daily, submitting cancel/corrects, making account updates Create
mandates for discretionary accounts Risk Management - 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, 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 1-2 years of industry related experience
Exceptional follow-up and follow-through skills PowerPoint and
Excel expertise Familiarity with JP Morgan Private Bank systems
Workstation, Connect, DDR/KYC or ability to learn proprietary
software Experience and interest in financial markets and concepts
Excellent interpersonal skills Self-starter, extremely organized
and detail-oriented with strong commitment to accuracy Preferred
Qualifications, Capabilities, Skills
Keywords: JPMorganChase, Longmont , U.S. Private Bank – Investment Professional – Associate, Accounting, Auditing , Denver, Colorado
