Job Description
JOB DESCRIPTION
You are a strategic thinker passionate about driving solutions in investment management. You have found the right team.
As an Investment Specialist Professional within our Asset Management Multi-Asset Solutions team, you will be responsible for setting and improving our organizational objectives, and ensuring their consistent accomplishment.
Job Responsibilities:
Grow the business through new clients and expand existing relationships.
Deliver new products and retain current assets.
Maintain a strong communication framework to provide clients with detailed insights.
Work with the team on prospective opportunities and support existing client relationships.
Manage regular updates to clients through pitch books and data-led reports.
Learn about our business and respond to ad hoc queries from stakeholders.
Set up new reporting requirements and troubleshoot data and reporting issues.
Prepare strategy presentations including performance, market value, analytics, and portfolio holdings.
Customize client presentations for Investment Specialist’s review meetings.
Analyze portfolios including positioning, analytics, and performance results.
Assist with the preparation of client performance reports and investment review materials.
Required qualifications, capabilities and skills:
At least 4 years of experience in Asset Management and Investment banking support.
Excellent communication (written and verbal), analytical, and organizational skills.
Detail-oriented, organized, and exhibit a meticulous approach to work, ensuring data accuracy.
Time management skills & ability to multi-task.
Strong quantitative and analytical skills (including data analysis and ability to understand data flows).
Proficient in Microsoft Office (Excel, Word, PowerPoint).
Proactive and positive approach with an ability to grasp/learn concepts and procedures quickly.
Self-starter and solution-oriented with an ability to work independently and as a team player.
Comfortable working in a fast-paced environment across multiple time zones.
A solid understanding of capital markets, and familiarity with asset management.
Preferred qualifications, capabilities and skills:
Understanding of Multi-asset solutions business is a plus.
CFA/FRM/CAIA candidature would be an added advantage.
Strong automation skills. Coding experience is a plus.
ABOUT US
JPMorganChase, 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. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
ABOUT THE TEAM
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
You are a strategic thinker passionate about driving solutions in investment management. You have found the right team.
As an Investment Specialist Professional within our Asset Management Multi-Asset Solutions team, you will be responsible for setting and improving our organizational objectives, and ensuring their consistent accomplishment.
Job Responsibilities:
Grow the business through new clients and expand existing relationships.
Deliver new products and retain current assets.
Maintain a strong communication framework to provide clients with detailed insights.
Work with the team on prospective opportunities and support existing client relationships.
Manage regular updates to clients through pitch books and data-led reports.
Learn about our business and respond to ad hoc queries from stakeholders.
Set up new reporting requirements and troubleshoot data and reporting issues.
Prepare strategy presentations including performance, market value, analytics, and portfolio holdings.
Customize client presentations for Investment Specialist’s review meetings.
Analyze portfolios including positioning, analytics, and performance results.
Assist with the preparation of client performance reports and investment review materials.
Required qualifications, capabilities and skills:
At least 4 years of experience in Asset Management and Investment banking support.
Excellent communication (written and verbal), analytical, and organizational skills.
Detail-oriented, organized, and exhibit a meticulous approach to work, ensuring data accuracy.
Time management skills & ability to multi-task.
Strong quantitative and analytical skills (including data analysis and ability to understand data flows).
Proficient in Microsoft Office (Excel, Word, PowerPoint).
Proactive and positive approach with an ability to grasp/learn concepts and procedures quickly.
Self-starter and solution-oriented with an ability to work independently and as a team player.
Comfortable working in a fast-paced environment across multiple time zones.
A solid understanding of capital markets, and familiarity with asset management.
Preferred qualifications, capabilities and skills:
Understanding of Multi-asset solutions business is a plus.
CFA/FRM/CAIA candidature would be an added advantage.
Strong automation skills. Coding experience is a plus.
ABOUT US
JPMorganChase, 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. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
ABOUT THE TEAM
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
💡 Quick Summary
Seeking a career-building opportunity? The Associate - Investment specialist 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.