Outsourced Chief Investment Office Analyst

Job Description
Job Description:
We are seeking candidates with a unique blend of interpersonal and analytical skills. OCIO Analysts efficiently leverage both qualitative and quantitative resources to understand complex financial situations and present solutions. The analyst will play a very important role within the team, working closely with senior team members and cross functional teams to help facilitate business development and relationship management activities for the Group.
Key Responsibilities:

• Play a supporting role with clients:
  • Understand client's investment plan, goals and objectives and work with Senior Portfolio Manager to develop investment plans and custom materials to support ongoing client dialogue
  • Utilize tools to create investment reviews/plans on holistic asset allocation and portfolio construction and tactical asset allocation shifts
  • Work with senior team members to help execute investment solutions in client accounts in accordance with client plans.
  • Create investment reviews for clients to validate the clients' current investment objectives and prepare recommendations
• Contribute to new business development and regional expansion by:
  • Supporting new business opportunities with Senior Portfolio Managers and other Integrated Team Members
  • Partnering with cross functional teams to support key facets of OCIO business development
  • Building strong relationships across internal product, client service and marketing areas
  • Performing Sales management, including developing RFPs, pitches, road shows, campaigns, proposals
• Understand J.P. Morgan's investment platform, solutions, investment philosophy
• Interact effectively with the various internal product partners, banking teams, risk and compliance, marketing, etc.
• Develops a deep understanding of the Institutional client market: sizing, trends, competition, service models, both in the US and internationally

Required Qualifications, Skills and Capabilities:

• Bachelor's degree required
• Series 7, 63 & 65 or 7 & 66 required for position
• Coachable professional with good \"business sense\" and an energetic/dynamic personality
• Ability to work both independently and as a team player
• Excellent communication skills, both written and oral
• Strong analytical and quantitative skills
• Ability to multi-task and manage priorities effectively
• Ability to adapt to a rapidly changing business and technology environment
• Exceptional problem-solving skills
• Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint) and Internet/Intranet
• Ability to learn proprietary software and databases

Preferred Qualifications, Skills and Capabilities:

• Python / coding skills are desired

About The Team:
Outsourced Chief Investment Office ("OCIO")is a dedicated team of portfolio managers leveraging the firm's global resources to provide customized investment solutions and advice for endowments, foundations and institutional families. Areas of specialization include: Customized asset allocation; Portfolio construction advice and execution; Manager Selection and due diligence; and Liquidity management and Investment Policy Statement guidelines and assistance. The team focuses on meeting the investment needs of not-for-profit organizations and institutional families ranging from $25mm - $1bn+ in assets globally.
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. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and 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.