JPM PA (Portfolio Advisor) Program

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seville - Certified Professional
Rank: King Kong | banana points 1,229

Does anybody know anything about this PA program at JPM? Do they essentially support the FAs with all operational and administrative tasks? How difficult would it be to break into this program/position coming from a BO role within the bank?

Below is the job description. Thanks in advance.

Primary Functions:
*Standard BAU Activities:
*Liaise with Financial Advisors, field management and internal home office teams in the support and education of the PA program
*Review and develop policies and procedures; enhance where appropriate
*Develop and maintain reporting on key business metrics and provide periodic updates to management
*Partner with Product Management for ongoing maintenance of program and new business initiatives


*2-4 years of related industry experience; Experience within Asset Management preferred
*Strong technical skills required including: 1) Microsoft Office proficient; 2) Advanced Excel skills required; Must be fluent in macros, pivot tables, formulas, etc.
*Strong quantitative and analytical skills; Fundamental understanding of financial and investment principles
*Excellent communication skills; Able to draw out information through good listening and questioning skills
*Strong interpersonal skills; excellent team player, ability to deal with business partners at all levels
*Ability to work independently, set priorities and deliver quality results
*Series 7 & 66 Licenses preferred; Willingness to obtain within reasonable time of hire will be considered

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Sep 14, 2016