Managed Solutions Investor Relations Analyst

Posted Yesterday
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Mumbai, Maharashtra
Hybrid
Junior
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role
As an Investor Relations Analyst, you will support the asset management team, enhance processes, handle client inquiries, and manage communications.
Summary Generated by Built In
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

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Factset
Microsoft Office Suite

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The Company
HQ: New York, NY
289,097 Employees
Year Founded: 1799

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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