Job Description
WM Investment Solutions Investor Relations Alternatives Analyst
Global Finance & Business Management ("GF&BM") India is a combined LOB-aligned (Line of Business-aligned) finance & business support team located in India and is part of JPMorgan's global capability center (GCC). We are part of the Office of the CFO (OCFO) organization within JPMorgan, which has 13000+ people across the globe, majority of whom are tasked with managing the firm's Finance function, responsible for reporting quarterly earnings and complying with regulatory requirements along with managing the firm's capital.
GF&BM India was established in September 2002 and currently we have a network of more than 3400+ professionals based out of our Mumbai, Bengaluru and Hyderabad offices who support four main "pillars" of work - Controllers, Planning & Analysis, Finance Operations and Business Client & Products.
The teams in India are aligned to the respective LOBs that they support which include Corporate and Investment Banking (CIB), Commercial Banking (CB), Consumer and Community Banking (CCB), Asset & Wealth Management (AWM) and Corporate/Firmwide functions.
We have a strong culture that embodies the principles that guide us in how we do business across the firm.
We strive to create a workplace that values and respects individual viewpoints, while at the same time challenging the status quo to make continuous improvements in our processes.
JPMorgan is an equal opportunity employer and places high value on diversity and inclusion. We recognize that our people are our strength and diversity of thought and practices makes us more successful.
The current opening is within Investor Relations in Mumbai which forms part of the AWM LOB within GF&BM India.
Equal Opportunity Employer/Disability/Veterans
Private Bank:
With more than 160 years of experience, J.P.
Morgan Private Bank is a global wealth management leader that delivers the highest quality advice, service, capabilities and products to high net worth individuals and families around the world.
The Private Bank delivers highly customized and comprehensive solutions to help clients with the many complexities they face on their balance sheets.
The Private Bank is involved with every facet of wealth management, including investments, liquidity and credit management, and tax and estate planning.
The business model focuses on deep client relationships through an integrated team structure with a platform of depth and breadth.
Investment Solutions provides Wealth Management clients with investment management solutions across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds.
About the Investor Relations Analyst Role:
On the Alternatives side, The Alternative Investments Group ("AIG") identifies, performs due diligence on, and markets alternative investments such as private equity, hedge funds and real estate to the clients within the Private Bank, globally.
The Investor Relations Team serves as liaison between the AIG clients (internal and external) and the general partners/fund managers of private equity funds, real estate funds and hedge funds offered on the Private Bank's platform.
The team primarily supports sales and relationship management activities of the Alternatives funds platform, including client events, fund communications and ad hoc special projects and analyses.
• Role and Responsibilities: - Serve as a resource to educate and provide information to the sales force on a large number of funds on the global Private Bank platform
• Assist with synthesizing, summarizing and messaging ongoing client communications and corporate actions to both the sales force and clients
This includes:
• Writing cover letters; Crafting and sending alerts internally; Working with teams both internally and externally to send these documents to clients both via hard copy mail and edelivery
• Partnering well across internal stakeholders (Alternatives Product Specialists, Due Diligence, Structuring, Product Development, Middle Office, Fund Accounting, Legal, Compliance, and client coverage teams, etc.).
• Preparing and reviewing client communications with a focus on "client lens" and technical accuracy.
• Handling Advisor and Client needs (inbox management, questions, reporting needs, corporate actions, etc.)
• Developing a deep understanding of our client and advisor needs and sensitivities.
• Assisting in the endtoend client investor call and webcast process, which includes liaising with external vendors on logistics, preparing call invitations and client notifications, and preparing detailed call summaries for use by the sales force.
• Collaborate with the Structuring team to update marketing materials like Flipbooks and Executive summaries
• Helping implement the digital, tech, Artificial Intelligence transformation agenda as new processes and systems are put in place.
Requirements:
• 13 years of work experi
Global Finance & Business Management ("GF&BM") India is a combined LOB-aligned (Line of Business-aligned) finance & business support team located in India and is part of JPMorgan's global capability center (GCC). We are part of the Office of the CFO (OCFO) organization within JPMorgan, which has 13000+ people across the globe, majority of whom are tasked with managing the firm's Finance function, responsible for reporting quarterly earnings and complying with regulatory requirements along with managing the firm's capital.
GF&BM India was established in September 2002 and currently we have a network of more than 3400+ professionals based out of our Mumbai, Bengaluru and Hyderabad offices who support four main "pillars" of work - Controllers, Planning & Analysis, Finance Operations and Business Client & Products.
The teams in India are aligned to the respective LOBs that they support which include Corporate and Investment Banking (CIB), Commercial Banking (CB), Consumer and Community Banking (CCB), Asset & Wealth Management (AWM) and Corporate/Firmwide functions.
We have a strong culture that embodies the principles that guide us in how we do business across the firm.
We strive to create a workplace that values and respects individual viewpoints, while at the same time challenging the status quo to make continuous improvements in our processes.
JPMorgan is an equal opportunity employer and places high value on diversity and inclusion. We recognize that our people are our strength and diversity of thought and practices makes us more successful.
The current opening is within Investor Relations in Mumbai which forms part of the AWM LOB within GF&BM India.
Equal Opportunity Employer/Disability/Veterans
Private Bank:
With more than 160 years of experience, J.P.
Morgan Private Bank is a global wealth management leader that delivers the highest quality advice, service, capabilities and products to high net worth individuals and families around the world.
The Private Bank delivers highly customized and comprehensive solutions to help clients with the many complexities they face on their balance sheets.
The Private Bank is involved with every facet of wealth management, including investments, liquidity and credit management, and tax and estate planning.
The business model focuses on deep client relationships through an integrated team structure with a platform of depth and breadth.
Investment Solutions provides Wealth Management clients with investment management solutions across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds.
About the Investor Relations Analyst Role:
On the Alternatives side, The Alternative Investments Group ("AIG") identifies, performs due diligence on, and markets alternative investments such as private equity, hedge funds and real estate to the clients within the Private Bank, globally.
The Investor Relations Team serves as liaison between the AIG clients (internal and external) and the general partners/fund managers of private equity funds, real estate funds and hedge funds offered on the Private Bank's platform.
The team primarily supports sales and relationship management activities of the Alternatives funds platform, including client events, fund communications and ad hoc special projects and analyses.
• Role and Responsibilities: - Serve as a resource to educate and provide information to the sales force on a large number of funds on the global Private Bank platform
• Assist with synthesizing, summarizing and messaging ongoing client communications and corporate actions to both the sales force and clients
This includes:
• Writing cover letters; Crafting and sending alerts internally; Working with teams both internally and externally to send these documents to clients both via hard copy mail and edelivery
• Partnering well across internal stakeholders (Alternatives Product Specialists, Due Diligence, Structuring, Product Development, Middle Office, Fund Accounting, Legal, Compliance, and client coverage teams, etc.).
• Preparing and reviewing client communications with a focus on "client lens" and technical accuracy.
• Handling Advisor and Client needs (inbox management, questions, reporting needs, corporate actions, etc.)
• Developing a deep understanding of our client and advisor needs and sensitivities.
• Assisting in the endtoend client investor call and webcast process, which includes liaising with external vendors on logistics, preparing call invitations and client notifications, and preparing detailed call summaries for use by the sales force.
• Collaborate with the Structuring team to update marketing materials like Flipbooks and Executive summaries
• Helping implement the digital, tech, Artificial Intelligence transformation agenda as new processes and systems are put in place.
Requirements:
• 13 years of work experi
💡 Quick Summary
Seeking a career-building opportunity? The Wm Investment Solutions 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.
