Job Description
You will be part of the Global Liquidity Investment Specialist Team (IS) Team in Mumbai which forms part of the Global Liquidity (GL) group within AM India Client and Product. You will be working with an Investment Specialist (IS) team on the US Desk who are responsible for the overall portfolio, strategy design, reporting and communications with the client
Job Responsibilities
You will be responsible for the preparation of Strategy presentations comprising of: Performance & Market value, Analytics and characteristics of the portfolio and details on holdings in the portfolio
Preparation of customized Client presentations for IS's review meetings
Analysis of portfolios including positioning , analytics and performance results
Assisting with the preparation of client performance reports and investment review materials for new and existing clients and providing commentaries on performance drivers
Assist in preparation of any other communication
Co-ordinate with Sales, Consultants and Request for Proposals teams to cater their requirements
Any other requirement of the IS
Required qualifications, capabilities and skills
At least 3-5 years of experience with financial product analysis, marketing or client services. Masters Degree from a recognized institute in Finance/Economics/Business Administration
Strong understanding of fixed income securities & market is must and experience of Asset Management industry is plus
Excellent verbal and written communication skills
Proficient in MS Office (Excel, Word, PowerPoint) is must and experience with Bloomberg is highly desirable
Strong quantitative and analytical skills (including data analysis and ability to understand data flows)
Self-starter and ability to work both independently and as a team player
Preferred qualifications, capabilities and skills
CFA Level 3/ FRM Level 2 candidature would be an added advantage
Proficient in Python use including previous coding experience highly desirable
JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, ****** orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.
💡 Quick Summary
Seeking a career-building opportunity? The Asset Management | Global Liquidity Investment Specialist Support | Analyst position is now open for candidates interested in the Bank Jobs sector. This role in Mumbai offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
