Job Description
You are a strategic thinker passionate about driving solutions in "Investments". You have found the right team
As an Investment Specialist within our dynamic team, you will spend each day defining, refining, and delivering set goals for our firm. You will be responsible for the overall portfolio, strategy design, reporting, and communications with the client.
Job Responsibilities
- Prepare Strategy presentations comprising of performance & Market value , analytics and characteristics of the portfolio and details on Holdings in the portfolio
- Prepare customized Client presentations for IS's review meetings.
- Analyze 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 provide commentaries on performance drivers.
- Assist in the preparation of any other communication.
- Monitor guidelines and adherence for internal/external managed portfolios.
- Coordinate with Sales, Consultants, and RFP teams to cater to their requirements.
- Fulfill any other requirement of the IS
Required qualifications, capabilities and skills
- Minimum 3 years of experience in financial markets
- Understanding of Fixed Income and the asset management business
- Proficient in python use including previous coding experience
- Strong quantitative and analytical skills (including data analysis and ability to understand data flows)
- Proficient in MS Office (Excel, Word, PowerPoint)
- Proactive, positive approach. Able to grasp/learn concepts and procedures quickly
- Good Verbal and Written Communication skills
- Time management skills & ability to multi-task
- Delivery focus and detail-orientation with strong commitment to accuracy
- Self-starter and ability to work both independently and as a team player
Preferred qualifications, capabilities and skills
- CFA/FRM candidature would be an added advantage
About Us
JPMorganChase, 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. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
About the Team
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
