Join a collaborative team that empowers Advisors and clients with tailored investment solutions and market intelligence.
Leverage your asset class knowledge to deliver curated content, portfolio analytics, and timely updates.
Drive impactful client engagement by coordinating with global partners and specialists to provide cohesive investment information.
As an Investment Specialist within the Wealth Management Investment Solutions team, you educate Advisors on product attributes and portfolio positioning.
You curate and deliver content, answer advisor and client queries, and provide market updates across asset classes.
You coordinate with Specialists, Portfolio Managers, and partner teams to ensure consistent, high-quality information for clients and prospects.
Job Responsibilities
- Work with Client Advisors in educating them various attributes (e.g. asset allocation, performance, holdings etc.) of our products & portfolios. Additionally this team curates content for Advisors (e.g. prospecting, portfolio positioning, commentaries, portfolio analytics on underlying products) and answers related advisor / client queries
- Allign to the respective asset classes like Fixed Income, Equities, Private Equity, Hedge Funds, Private Placements, Endowments & Foundations, etc. within Wealth management and are expected to know the asset class/client set they are supporting
- Provide Periodic updates consisting of market information, ratings changes, news, asset allocation studies etc. pertaining to our portfolios and funds
- Co-ordinate with Specialists and Portfolio managers to provide regular insights on the funds/strategies via manager calls or prospective events
- Author Request for Proposals (RFPs) covering and highlighting the breadth of our investment and solutions platforms. Co-ordinate Request for Information (RFIs) for Institutional and Wholesale clients / prospects
- Co-ordinate with Specialists, PMs, and other partner / service teams to deliver high quality, consistent and cohesive quantitative and qualitative information to existing clients invested in retail and institutional products
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Support stakeholder and project management initiatives to deliver information management and business intelligence strategies across sales, marketing, and technology groups
Required Qualifications, capabilities and skills
- Hold an MBA (Finance) with relevant industry experience and knowledge of sales processes, global markets, and asset classes including Equities, Fixed Income, Alternatives, MAS, and ETFs.
- Complete CFA or CAIA Level I, or be an aspiring CFA/CAIA, with relevant industry experience and strong understanding of asset classes and alternatives.
- Demonstrate 5+ years of experience in BFSI, Asset/Wealth Management, Capital Markets, and asset classes such as Equity and Fixed Income.
- Apply strong quantitative and analytical skills, including proficiency in data analysis, understanding data flows, and numbers.
- Communicate effectively with excellent soft skills, stakeholder management, client-focused approach, and strong presentation abilities.
- Utilize advanced Microsoft skills (Excel, Word, PowerPoint, Visio), external tools like Bloomberg, FactSet, Morningstar, and project management software such as MS Project.
- Exhibit attention to detail, exceptional problem-solving skills, good judgment with confidential information, strong team player qualities, entrepreneurial initiative, and confidence to complete assignments independently.
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.
Skills Required
- MBA in Finance with relevant industry experience and knowledge of sales processes, global markets, and asset classes including equities, fixed income, alternatives, MAS, and ETFs.
- Completed CFA or CAIA Level I, or aspiration to pursue CFA or CAIA, with relevant industry experience and strong understanding of asset classes and alternatives.
- 5+ years of experience in BFSI, asset management, wealth management, capital markets, or related asset classes such as equity and fixed income.
- Strong quantitative and analytical skills, including data analysis, understanding data flows, and working with numbers.
- Excellent communication, presentation, stakeholder management, and client-focused skills.
- Advanced proficiency with Excel, Word, PowerPoint, and Visio; familiarity with Bloomberg, FactSet, Morningstar, and MS Project.
- Strong attention to detail, problem-solving, judgment with confidential information, teamwork, initiative, and ability to work independently.
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 — Health coverage is considered comprehensive, including medical, dental, and vision, alongside wellness and mental health resources. Some locations add onsite health centers and related wellbeing support.
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Retirement Support — Retirement offerings include a 401(k)-type savings plan and related financial benefits, with options such as employee stock purchase participation. Financial planning resources are also highlighted to support long-term savings.
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Parental & Family Support — Paid parental leave of 16 weeks for birth or adoption is available for all parents. Child care and back-up child care resources further reinforce family support.
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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