Job Description
You are a strategic thinker passionate about driving solutions in investment management. You have found the right team.
As an Investment Specialist within our International Equities Group, you will be responsible for setting and improving our organizational objectives and ensuring their consistent accomplishment.
Job Responsibilities:
- Update, maintain, and improve client materials, including pitch books and review material.
- Respond to ad-hoc requests from stakeholders, focusing initially on data-led queries.
- Complete updates to consultant databases, working closely with the dedicated team.
- Complete requests for proposal (RFPs), requests for information (RFIs), and due diligence questionnaires, focusing initially on data-led components.
- Attend portfolio management meetings and take notes for the Investment Specialist team, supporting the development of written skills and deepening knowledge for future client work.
- Liaise with JPMAM client service and reporting teams, and the technology team to streamline, automate, and verify client data and reporting (standard, customized, ad hoc).
- Monitor industry databases and publications for relevant environmental, competitive, and marketing information.
Required Qualifications, Capabilities, and Skills:
- Atleast 4 years of 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.
- Skilled in Microsoft Excel (VBA knowledge not required).
- 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.
Preferred Qualifications, Capabilities, and Skills:
- Strong educational credentials.
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.
