Asset Management - Multi Asset Solutions Investment Specialist - Associate

Job Description
Job summary:
As an Associate Investment Specialist in the Asset Management Multi-Asset Solutions team, you will support the US Advisory Models business through a blend of analytical, client-facing, and reporting work. You will have the opportunity to engage with capital markets, asset allocation, and content creation in a portfolio management environment. Your clear communication skills and attention to detail will be critical in this role.
Job responsibilities:

• Internal product manager and key stakeholder- support relationships with the various US retail advisor sales channels; serve as primary point of contact for questions and inquiries related to the MAS retail business with a focus on Model Portfolios. Represent the team in internal strategic initiatives and projects.
• Desk coverage - ensure internal coverage for the investment specialist team. This may include client meetings, client reporting, fielding inquiries from internal and external partners, and resolving them appropriately.
• Client portfolio subject matter expert- draft portfolio commentary and other Models communications, analyze client portfolios (returns, risk, performance attribution, etc.), create portfolio proposals, conduct analyses, and other ad-hoc client portfolio or business-related analysis.
• Presentation materials - point person for maintenance and development of client presentations (pitch books, webinars, investment reviews, etc.) and marketing materials. Your input and initiative will be critical as you will be expected to craft creative solutions for varying client needs. You will be expected to create and update content (presentation slides, commentary, etc.) that incorporates timely market events and help better position the Models with internal and external stakeholders. You will be partnering with portfolio managers and other investment specialists to develop and revise materials as appropriate.
• Internal / external presenter - Present market and investment insights using tools like the JPMorgan Guide to the Markets, covering macroeconomic trends, tactical asset allocation, and diversification strategies, while clearly articulating model portfolio views and positioning to both internal sales partners and external clients through various channels such as prospecting conversations, quarterly reviews, and CE webinars.
• Training internal sales force - collaborate with sales teams to train and equip advisors with relevant market talking points, product knowledge, and implementation strategies .
• Competitive Analysis - gather and analyze the competitive advantages of our industry peers and their competitive products.
• Automation - identify inefficiencies and manual processes that could benefit from automation using tools such as Python, LLM, etc. to help drive strategic initiatives that could help grow the business.

Required qualifications, capabilities and skills:

• Organizational skills and the ability to handle multiple simultaneous tasks are crucial elements to succeed in this role. Positive attitude and creative thinking - an ability to take direction from senior team members while recognizing when to challenge legacy processes and drive efforts for improvement
• A working knowledge of investment design and portfolio construction
• Strong presentation skills
• The environment is fast-paced and demanding. Relationship building skills, flexibility, and teamwork across various teams within and outside the product group is required.
• Minimum of 2 years of experience in the financial industry
• Ability to deliver results in a timely and accurate manner, frequently under tight deadline
• Intellectual curiosity - questioning the status quo
• Proficient in Excel & PowerPoint

Preferred qualifications, capabilities and skills:

• SIE and Series 7, 63 and 3 certifications are required within 120 days
• Interest in pursuing CFA is desirable; possible sponsorship after one year
• Prior experience in finance or related fields
• Coding experience 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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
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.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
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.