JPMorganChase Logo

JPMorganChase

Managed Solutions Investor Relations Analyst

Posted 7 Hours Ago
Be an Early Applicant
Hybrid
Mumbai, Maharashtra
Junior
Hybrid
Mumbai, Maharashtra
Junior
As an Investor Relations Analyst, you will support the asset management team, enhance processes, handle client inquiries, and manage communications.
The summary above was generated by AI
Job Description
Build your career in Investor Relations while working in the world's most innovative bank which values creativity and excellence.
This is an excellent opportunity for a go-getter with 2+ years of relevant work experience to further develop their skills in a dynamic and fast-paced environment.
As an Investor Relations Analyst within the Managed Solutions team, you will support the Asset Class/Portfolio Specialist teams by executing key deliverables and projects across the JPM platform. You will have the opportunity to enhance processes, improve client satisfaction, and develop initiatives to improve the advisor/client experience.
Job Responsibilities:
  • Serve as a resource to educate and provide information to the advisors on the Managed Solutions. Prioritize and respond to a high volume of advisor inquiries across multiple channels (e-mail, phone, instant messenger)
  • Identify opportunities to enhance processes and workflows to improve efficiency and client satisfaction.
  • Work with senior team members to develop and drive initiatives aimed at improving the advisor/client experience (both internal & external), including increasing the efficiency of information flow and communication channels between different areas of the business
  • Oversee quality control checks to ensure data integrity and accuracy for content created by the team
  • Assist in developing and updating presentations and marketing materials for clients and internal meetings.
  • Liaise with internal stakeholders (due diligence, finance, compliance, business management, etc.) on a variety of initiatives, including regulatory, technology, etc.
  • Handle Advisor and Client needs (inbox management, questions, reporting needs, corporate actions, etc.) Work on time sensitive ad-hoc analysis and projects.

Required qualifications, capabilities, and skills:
  • 2+ years of relevant work experience in investment management, financial analysis, or a related field.
  • Bachelor's degree in finance, Economics, Business Administration, or a related field.
  • Extensive knowledge and experience in the Investments domain / Global markets
  • Excellent analytical and quantitative skills, with proficiency in business writing
  • Strong written and verbal communication skills, with the ability to present complex information clearly and concisely.
  • Ability to work collaboratively in a fast-paced, dynamic environment.
  • Strong analytical and problem-solving skills with the ability to interpret complex data and provide actionable insights.
  • Excellent written and verbal communication skills, with the ability to convey information clearly and concisely to clients and team members.
  • Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word) and familiarity with financial software and databases (e.g., Bloomberg, FactSet).
  • Ability to work effectively both independently and as part of a team in a collaborative environment.
  • Strong organizational skills with the ability to manage multiple tasks and meet deadlines in a fast-paced environment.

Preferred qualifications, capabilities, and skills:
  • A master's degree or Relevant certifications (e.g., CFA Level I, CAIA) are a plus.

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.

Top Skills

Bloomberg
Factset
Microsoft Office Suite

Similar Jobs at JPMorganChase

7 Hours Ago
Hybrid
Mumbai, Maharashtra, IND
Expert/Leader
Expert/Leader
Financial Services
As Head of India Branch Operations, you'll lead operations in Mumbai, ensuring strategic direction, collaboration, compliance, and client service excellence.
Top Skills: Banking OperationsClient ServicesDigital TransformationRegulatory Compliance
7 Hours Ago
Hybrid
Mumbai, Maharashtra, IND
Mid level
Mid level
Financial Services
This role involves gathering requirements, overseeing UAT activities, collaborating with stakeholders, and ensuring timely delivery of product features in financial services.
7 Hours Ago
Hybrid
Mumbai, Maharashtra, IND
Mid level
Mid level
Financial Services
As an Associate, you'll support forecasting, develop financial models, analyze data, and partner with various teams to meet regulatory deliverables.
Top Skills: AlteryxExcelPowerPointPythonTableau

What you need to know about the Pune Tech Scene

Once a far-out concept, AI is now a tangible force reshaping industries and economies worldwide. While its adoption will automate some roles, AI has created more jobs than it has displaced, with an expected 97 million new roles to be created in the coming years. This is especially true in cities like Pune, which is emerging as a hub for companies eager to leverage this technology to develop solutions that simplify and improve lives in sectors such as education, healthcare, finance, e-commerce and more.

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account