Dylan Olsson

About Dylan Olsson

Currently, I am an Associate Portfolio Manager in the Portfolio Management Group within the Private Bank at J.P. Morgan Chase & Co.

Experience

1. Associate Portfolio Manager

   J.P. Morgan Private Bank

   Aug 2022 — Present · New York, NY, US

   Oversee implementation and ongoing management of $7.5 billion of J.P. Morgan Private Bank Client’s Discretionary Portfolios• Implement strategic and tactical portfolio shifts based on client needs and Strategy Team’s decisions in timely manner• Maintain knowledge of investment solutions utilized in Private Banking, including mutual funds, exchange traded funds, structured notes, hedge funds, and separately managed accounts• Monitor over mandates for model drift, strategy deviation, risk breaches and upcoming cash needs on a daily basis• Manage discretionary investment accounts from initial investment, through future generations, to liquidation• Travel to our investors to build and maintain strong relationships focused on creating the best experience for private banking clients• Partner with our investors to create and update hundreds of client mandates to ensure client’s needs and intentions are met• Lead and assist with various internal business projects to increase efficiency and effectiveness of the team• Organize and distribute internal reports for all of Portfolio Management Group to ensure all tasks are completed on time• Train new members of the team and continue to be a valuable resource for all team members

Education

• Ursinus College

  Applied Economics: Concentration in Finance and Accounting with a Minor in Spanish

  2014 — 2018

• Saint Joseph's University

  Master of Business Administration - MBA Candidate

  2021 — 2024