J.P. Morgan Wealth Management- Analyst, Liquidity Specialist
About The Position
The J.P. Morgan Wealth Management Liquidity Specialist team is responsible for driving awareness and adoption of short-term investment solutions including Money Market Funds, Brokered CDs, Ultrashort Bond Funds, Mutual Funds, Treasuries, Managed Bond Ladders as well as Banking products to support clients long term goal. A successful candidate will support senior Liquidity Specialists with advisors and leadership as they work to support their clients. As an Analyst, Liquidity Specialist within the J.P. Morgan Wealth Management Liquidity Specialist team, you will support senior Liquidity Specialists with advisors and leadership as they work to support their clients. You will have the opportunity to promote awareness and adoption of short-term investment solutions, work on strategies to attract and retain assets, and collaborate with various teams to create impactful client communications and educational materials.
Requirements
- Series 7, 66 licensed
- 2+ years of financial services experience
- High level of proficiency using Microsoft Office products such as Excel and PowerPoint with the ability to translate and synopsize data using strong analytical skills to support strategies and solutions
- Strong verbal and written communication skills
- Basic knowledge of macro interest rate environment; understanding of wealth management
- Diversified wealth management and investment skills
- Team-oriented with ability to interact effectively with various functions
- Bachelor's degree required
Nice To Haves
- Investments experience strongly preferred
- Banking, lending, and investment solutions a plus
Responsibilities
- Translate and synopsize data to support strategies and solutions based on client goals and objectives in efforts to attract and retain assets
- Work with the Liquidity Specialist on Field Leadership and Financial Advisor strategy to drive adoption and utilization of team
- Provide support for awareness campaigns, market updates, prospecting opportunities, advisor resources and client communications
- Assist in the development of educational product presentations, awareness campaigns, and market updates focused on liquidity solution
- Work alongside the Liquidity Specialists with the liquidity management framework and cash bucketing concepts
- Partner with marketing teams to create actionable ideas collateral
- Partner with Data & Analytics team to curate opportunity lists
- Liaise across the firm as appropriate, establishing and maintaining partnerships with the broader Investments and Products organization to foster cross collaboration, idea sharing and client deepening opportunities
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Industry
Credit Intermediation and Related Activities
Number of Employees
5,001-10,000 employees
