Associate - Managed Solutions Specialist
JPMorgan Chase · Posted Oct 9
Global banking, investment, credit card, mortgage, and asset management services
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About the role
The Wealth Management Investment Solutions team empowers Advisors and clients with tailored investment solutions, curated content, portfolio analytics, and market intelligence across asset classes including Equities, Fixed Income, Alternatives, MAS, and ETFs. The team partners with Specialists, Portfolio Managers, and global partner teams to deliver consistent quantitative and qualitative investment information to retail and institutional clients and prospects. As an Investment Specialist, the role involves educating Advisors on product attributes and portfolio positioning, answering advisor and client queries, authoring RFPs and RFIs, and providing periodic market and portfolio updates.
What you will do
- 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
- Support stakeholder and project management initiatives to deliver information management and business intelligence strategies across sales, marketing, and technology groups
Skills used in this role
What the employer is looking for
- 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.
Benefits and support
- Compensation and benefits are detailed in the job posting
About JPMorgan Chase
JPMorgan Chase & Co. is one of the oldest, largest, and most diversified financial services institutions in the world. Operating globally through the J.P. Morgan and Chase brands, the firm provides a comprehensive range of financial solutions including investment banking, consumer and commercial banking, transaction processing, and asset management. Serving millions of consumers and many of the world's most prominent corporate, institutional, and government clients, the company combines deep market expertise with extensive technological investments.
- Industry
- Banking
- Company size
- 320000+ employees
- Founded
- 1799
- Location
- New York, New York, USA
- Funding stage
- Public Company
Leadership
Chairman and Chief Executive Officer
Chief Financial Officer
Chief Operating Officer
Global Chief Information Officer
CEO, Asset & Wealth Management
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