Job Description
If You are a strategic thinker passionate about driving solutions using financial service skills. You have found the right team.
As the Endowment and Foundations professional in our Wealth Management Solutions Team, you will spend each day defining, refining and delivering set goals for our firm
Job responsibilities
Serve as a resource to educate and provide information to the sales force on a large number of funds/strategies on the global Private Bank platform - primarily focused on the Endowments and Foundations
Prioritize and respond to a high volume of advisor inquiries across multiple channels (e-mail, phone, instant messenger)
Assist in developing and updating presentations and marketing materials for clients and internal meetings
Handling Advisor and Client needs (inbox management, questions on Donor Advised Funds, reporting needs, etc.)
Work on time sensitive ad-hoc analysis and projects
Create Request for Proposals (RFPs) to prospect new business. As a Proposal Writer you will be responsible for developing timely, cohesive, high-quality, and dynamic proposals.
Work with senior team members to develop and help understand initiatives aimed at improving the advisor/client experience (both internal & external), including increasing the efficiency of information flow and communication channels between different areas of the business.
Required qualifications, capabilities, and skills
1-4 years of work experience in wealth management, financial services, or a related field
CA/MBA/CFA preferred or Finance Graduates with relevant work experience within the Investor relations space
Good knowledge of and genuine interest in financial markets and investments products
Experience in RFP/RFI content writing
Proficiency in Microsoft Office programs including Excel and PowerPoint, as well as Adobe PDF
Working knowledge of Python, Alteryx, Tableau is preferred.
We seek candidates with a unique blend of interpersonal and analytical skills. This person should efficiently leverage both qualitative and quantitative resources to understand complex situations and present solutions.
Preferred qualifications, capabilities, and skills
Exceptional interpersonal, analytical, and communication skills (verbal & written)
Superior time management and ability to prioritize a heavy workload
Attention to detail and exceptional problem-solving skills
Strong initiative, energy and confidence completing assignments independently
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.
As the Endowment and Foundations professional in our Wealth Management Solutions Team, you will spend each day defining, refining and delivering set goals for our firm
Job responsibilities
Serve as a resource to educate and provide information to the sales force on a large number of funds/strategies on the global Private Bank platform - primarily focused on the Endowments and Foundations
Prioritize and respond to a high volume of advisor inquiries across multiple channels (e-mail, phone, instant messenger)
Assist in developing and updating presentations and marketing materials for clients and internal meetings
Handling Advisor and Client needs (inbox management, questions on Donor Advised Funds, reporting needs, etc.)
Work on time sensitive ad-hoc analysis and projects
Create Request for Proposals (RFPs) to prospect new business. As a Proposal Writer you will be responsible for developing timely, cohesive, high-quality, and dynamic proposals.
Work with senior team members to develop and help understand initiatives aimed at improving the advisor/client experience (both internal & external), including increasing the efficiency of information flow and communication channels between different areas of the business.
Required qualifications, capabilities, and skills
1-4 years of work experience in wealth management, financial services, or a related field
CA/MBA/CFA preferred or Finance Graduates with relevant work experience within the Investor relations space
Good knowledge of and genuine interest in financial markets and investments products
Experience in RFP/RFI content writing
Proficiency in Microsoft Office programs including Excel and PowerPoint, as well as Adobe PDF
Working knowledge of Python, Alteryx, Tableau is preferred.
We seek candidates with a unique blend of interpersonal and analytical skills. This person should efficiently leverage both qualitative and quantitative resources to understand complex situations and present solutions.
Preferred qualifications, capabilities, and skills
Exceptional interpersonal, analytical, and communication skills (verbal & written)
Superior time management and ability to prioritize a heavy workload
Attention to detail and exceptional problem-solving skills
Strong initiative, energy and confidence completing assignments independently
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 Endowments and Foundations 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.
