Job Description
Full Job Description
You are a strategic thinker passionate about driving solutions. You have found the right team.
As an Investment Specialist Support professional in our Asset Management division, you will spend each day defining, refining and delivering set goals for our firm.
You will work on prospective opportunities and supporting existing client relationships. You will focus on managing our regular updates to clients through pitchbooks and data-led reports, while learning about our business. You will respond to adhoc queries from our stakeholders, setting up new reporting requirements, trouble-shooting any data and reporting issues.
Job Responsibilities:
Update, maintain and improve client materials including pitchbooks and review material
Respond to adhoc requests from stakeholders, with an initial focus on data-led queries
Complete updates to the consultant databases working closely with the dedicated team
Complete requests for proposal (RFPs), requests for information (RFIs) and due diligence questionnaires, with an initial focus on data-led components
Attend meetings and take notes for Investment Specialist team use, while activity supports developing written skills and deepening knowledge to leverage in client work in future
Liaise with J. P. Morgan Asset Management client service and reporting teams, and the technology team to streamline/automate/verify client data and reporting (standard/customized/ad hoc)
Monitor industry databases and publications for relevant environment, competitive and marketing information
Required qualifications, capabilities and skills:
5-7 years' experience with financial product analysis, marketing or client services
Self-motivated with a strong work ethic
Willingness to work in a team-oriented, collaborative environment
Excellent written and verbal communication skills (including in English)
Strong numerical, analytical and problem solving skills
Proficient in Microsoft Word and skilled in PowerPoint
Preferred qualifications, capabilities and skills:
Skilled in Microsoft Excel
Ability to prioritize a variety of responsibilities and ad-hoc requests in a moderate to fast-paced environment; ability to learn and execute new tasks quickly and in real-time
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.
You are a strategic thinker passionate about driving solutions. You have found the right team.
As an Investment Specialist Support professional in our Asset Management division, you will spend each day defining, refining and delivering set goals for our firm.
You will work on prospective opportunities and supporting existing client relationships. You will focus on managing our regular updates to clients through pitchbooks and data-led reports, while learning about our business. You will respond to adhoc queries from our stakeholders, setting up new reporting requirements, trouble-shooting any data and reporting issues.
Job Responsibilities:
Update, maintain and improve client materials including pitchbooks and review material
Respond to adhoc requests from stakeholders, with an initial focus on data-led queries
Complete updates to the consultant databases working closely with the dedicated team
Complete requests for proposal (RFPs), requests for information (RFIs) and due diligence questionnaires, with an initial focus on data-led components
Attend meetings and take notes for Investment Specialist team use, while activity supports developing written skills and deepening knowledge to leverage in client work in future
Liaise with J. P. Morgan Asset Management client service and reporting teams, and the technology team to streamline/automate/verify client data and reporting (standard/customized/ad hoc)
Monitor industry databases and publications for relevant environment, competitive and marketing information
Required qualifications, capabilities and skills:
5-7 years' experience with financial product analysis, marketing or client services
Self-motivated with a strong work ethic
Willingness to work in a team-oriented, collaborative environment
Excellent written and verbal communication skills (including in English)
Strong numerical, analytical and problem solving skills
Proficient in Microsoft Word and skilled in PowerPoint
Preferred qualifications, capabilities and skills:
Skilled in Microsoft Excel
Ability to prioritize a variety of responsibilities and ad-hoc requests in a moderate to fast-paced environment; ability to learn and execute new tasks quickly and in real-time
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 Support US Equities | 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.
