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Location

Mumbai | India

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Job description

Job Description

We are seeking a highly motivated Investment Specialist Associate as part of the Equities team.   The EMAP Equities team is responsible for managing global and regional equity portfolios, with investment professionals located in various locations across the globe. Investment Specialists (IS) are responsible for the overall portfolio, strategy design, reporting and communications with the client. IS teams partner with the portfolio management desks and leverage product and market expertise for client acquisition and retention.

As an Investment Specialist Support analyst, you will be working closely with the Investment Specialist team to assist with the preparation of portfolio review material for clients and investors. The analyst will develop an understanding of the investment processes associated with a variety of EMAP Equities portfolios and will be expected to liaise with multiple groups within JPMAM, therefore strong interpersonal skills are key.

Job Responsibilities:

• Preparation of Strategy presentations comprising of:
• Analysis of portfolios including positioning , analytics and performance results
• Assist with the preparation of client performance reports and investment review materials for new and existing clients and providing commentaries on performance drivers
• Assist in preparation of any other communication including high quality written content on products and markets for client use
• Monitoring guidelines and adherence for internal/external managed portfolios 
• Co-ordinate with Sales, Consultants and RFP teams to cater client requirements using product knowledge
• Represent the IS team, and work with other supporting teams, on various ad-hoc projects.  including automation of various docs and presentations – in which context some understanding of macros would be very helpful;  either direct coding or the ability to understand the logic and communicate the requirements more accurately.
• Responding to ad hoc data requests and reporting needs
• Measure Performance & Market value
• Review Analytics and characteristics of the portfolio, and details on holdings in the portfolio
• Messaging on the key selling points of the product and the market
• Prepare of customized Client presentations for IS’s review meetings

 

Required Qualifications, Skills and Capabilities:

• Post Graduate, MBA with at least 3-6 years of experience in financial markets
• Excellent written and verbal communications skills
• Understanding of Equities (or any asset class), portfolio management practices, and the asset management business is a plus
• Proficient in MS Office  (Excel, Word, PowerPoint) 
• Strong quantitative and analytical skills (including data analysis and ability to understand data flows)
• Proactive, positive approach. Able to grasp/learn concepts and procedures quickly
• Strong interpersonal & organizational skills
• Ability to foresee problems/think ahead and ask relevant questions - instead of just plain execution
• Time management skills & ability to multi-task
• Delivery focus and detail-orientation with strong commitment to accuracy

Preferred Qualifications, Skills and Capabilities:

• Knowledge of VBA, Python or other analytics and automation tools would be an added advantage

About Us

JPMorgan Chase & Co., 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.​

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