You are a strategic thinker passionate about driving solutions in US Equities Investment Specialist Support. You have found the right team.
As a US Equities Investment Specialist Support Professional within our JPMorgan Asset Management (JPMAM) US Equities Investment Specialist team, you will be responsible for setting and improving our organizational objectives, and ensuring their consistent accomplishment.
Job Responsibilities
- Prepare strategy presentations covering performance, market value, portfolio analytics, characteristics, and holdings
- Craft clear messaging on product differentiators and relevant market themes for client conversations
- Develop customized client portfolio review presentations for Investment Specialists’ meeting agendas
- Analyze portfolio positioning, analytics, and performance results to support client discussions
- Support creation of client performance reports and investment review materials, including performance driver commentary
- Write high-quality product and market content for client-facing communications
- Monitor portfolio guidelines and ensure adherence for internally and externally managed portfolios
- Coordinate with Sales, Consultants, and RFP teams to address client requirements using product knowledge
- Represent the IS team on ad-hoc projects, including document/presentation automation and process improvements
- Apply macro logic understanding (and/or coding) to help automate recurring reporting and presentation workflows
- Respond to ad-hoc data requests and evolving reporting needs with accuracy and urgency
Required qualifications, capabilities and skills
- Hold a Post Graduate degree / MBA
- Bring atleast 4 years of experience in financial markets
- Demonstrate excellent written and verbal communication skills
- Showcase strong quantitative and analytical skills, including data analysis and understanding data flows
- Use MS Office proficiently (Excel, Word, PowerPoint)
- Exhibit a proactive, positive approach and learn concepts/procedures quickly
- Collaborate effectively with strong interpersonal and organizational skills across multiple stakeholder groups
- Anticipate issues, think ahead, and ask relevant questions to enable strong delivery outcomes
- Manage time effectively and multi-task across parallel requests and deadlines
- Deliver with detail-orientation and a strong commitment to accuracy
- Work independently while also contributing strongly as a team player
Preferred qualifications, capabilities and skills
- Understand equities (or another asset class), portfolio management practices, and the asset management business
- Demonstrate team leadership and people management experience
- Leverage VBA, Python, or other analytics/automation tools to enhance reporting efficiency and scalability
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.
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.
Skills Required
- Post Graduate degree or MBA
- At least 4 years of experience in financial markets
- Excellent written and verbal communication skills
- Strong quantitative and analytical skills including data analysis and understanding data flows
- Proficiency with MS Office (Excel, Word, PowerPoint)
- Proactive, quick learner with strong interpersonal and organizational skills
- Ability to manage time effectively and multitask across parallel requests and deadlines
- Detail-oriented with strong commitment to accuracy
- Ability to work independently and contribute as a team player
- Understanding of equities or another asset class and portfolio management practices
- Team leadership and people management experience
- Experience leveraging VBA, Python, or other analytics/automation tools to improve reporting
JPMorganChase Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about JPMorganChase and has not been reviewed or approved by JPMorganChase.
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Healthcare Strength — Medical, dental, vision, and mental-health coverage are broad, with wellness incentives, on-site or virtual care, and an EAP offering coaching and counseling. Plan materials emphasize accessible options, including multiple medical choices and tools to manage costs.
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Parental & Family Support — Paid parental leave extends up to 16 weeks for all parents, supplemented by paid Critical Caregiver Leave. Family resources include backup childcare via Bright Horizons, lactation support and milk-shipping, family-building assistance, and even a free five-month SNOO rental for newborns.
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Retirement Support — Retirement programs include a 401(k) with an annual company match and automatic pay credits for most employees, with a legacy pension available to earlier hires. An Employee Stock Purchase Plan at a 5% discount further supports long-term savings.
JPMorganChase Insights
What We Do
JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products. Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com. ©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.
Why Work With Us
Our technologists work on a diverse range of solutions that include strategic technology initiatives, big data, mobile, electronic payments, machine learning, cybersecurity, enterprise cloud development, and other state-of-the-art technologies.
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