Job Description
You are a strategic thinker passionate about driving solutions, you have found the right team.
As the Investment Specialist Professional in our Global Fixed Income Currencies and Commodities team, you will spend each day defining, refining and delivering set goals for our firm.
You as an Investment Specialist team is keenly focused on growing the business through new clients, expanding existing relationships and delivering new products, as well as retaining current assets. Importantly, the team maintains a strong communication framework to provide new and existing clients with detailed and regular insights. You will work with the team on prospective opportunities and supporting existing client relationships. You are responsible for the overall portfolio, strategy design, reporting and communications with the client
Investment Specialist analyst will be working closely with the Investment Specialist providing support on the below set of functions.
Responsibilities Include
• Preparation of Strategy presentations comprising of:
• Performance & Market value
• Analytics and characteristics of the portfolio
• 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
• Assist 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
• Monitoring guidelines and adherence for internal/external managed portfolios
• Co-ordinate with Sales, Consultants and Request For Proposal teams to cater their requirements
Required Qualifications, Capabilities, And Skills
• At least 2-3 years of experience in financial markets
• Strong quantitative and analytical skills (including data analysis and ability to understand data flows)
• Proficient in MS Office (Excel, Word, PowerPoint)
• Good Verbal and Written Communication skills
• Time management skills & ability to multi-task
• Delivery focus and detail-orientation with strong commitment to accuracy
• Strong educational credentials. MBA/ CFAs. FRM candidature would be an added advantage
Preferred Qualifications, Capabilities, And Skills
• Self-starter and ability to work both independently and as a team player
• Understanding of Equities and/or Fixed Income and the asset management business is a plus
• Proactive, positive approach. Able to grasp/learn concepts and procedures quickly
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 Investment Specialist Professional in our Global Fixed Income Currencies and Commodities team, you will spend each day defining, refining and delivering set goals for our firm.
You as an Investment Specialist team is keenly focused on growing the business through new clients, expanding existing relationships and delivering new products, as well as retaining current assets. Importantly, the team maintains a strong communication framework to provide new and existing clients with detailed and regular insights. You will work with the team on prospective opportunities and supporting existing client relationships. You are responsible for the overall portfolio, strategy design, reporting and communications with the client
Investment Specialist analyst will be working closely with the Investment Specialist providing support on the below set of functions.
Responsibilities Include
• Preparation of Strategy presentations comprising of:
• Performance & Market value
• Analytics and characteristics of the portfolio
• 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
• Assist 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
• Monitoring guidelines and adherence for internal/external managed portfolios
• Co-ordinate with Sales, Consultants and Request For Proposal teams to cater their requirements
Required Qualifications, Capabilities, And Skills
• At least 2-3 years of experience in financial markets
• Strong quantitative and analytical skills (including data analysis and ability to understand data flows)
• Proficient in MS Office (Excel, Word, PowerPoint)
• Good Verbal and Written Communication skills
• Time management skills & ability to multi-task
• Delivery focus and detail-orientation with strong commitment to accuracy
• Strong educational credentials. MBA/ CFAs. FRM candidature would be an added advantage
Preferred Qualifications, Capabilities, And Skills
• Self-starter and ability to work both independently and as a team player
• Understanding of Equities and/or Fixed Income and the asset management business is a plus
• Proactive, positive approach. Able to grasp/learn concepts and procedures quickly
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 Investment Specialist | Associate 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.
