Posted By
Posted in
Banking & Finance
Job Code
1250764
At J.P. Morgan Asset Management (JPMAM) , we provide equity solutions to many of the world's largest pension plans, sovereign wealth funds and central banks. The cornerstone of our approach to equity investing is our dedication to in-house research. Our on-the-ground presence in key markets, combined with structured collaboration across regions and sectors, allows us to identify, share and compare ideas around the globe. Our equity investment processes are founded on tried and tested investment philosophies, consistently applied, within a robust risk management framework. We provide equity strategies across regions, sectors, styles and the market cap spectrum.
- As an Investment Specialist professional, you will focus on growing the business through new clients, expanding existing relationships and delivering new product, as well as retaining current assets.
- You will be part of a 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 will focus on managing our regular updates to clients through pitchbooks and data-led reports, while learning about our business.
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 PM 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 JPMAM 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:
- 2-4 years' experience with financial product analysis, marketing or client services
- Self-motivated with a strong work ethic
- Willingness to work in a team-oriented and collaborative environment
- Excellent written and verbal communication skills
- Strong numerical, analytical and problem solving skills
- Proficient in Microsoft Word and skilled in PowerPoint
- Skilled in Microsoft Excel (VBA knowledge not required)
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, sexual 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.
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Posted By
Posted in
Banking & Finance
Job Code
1250764