Asset Management - Multi Asset Solutions Investment Specialist - Associate

JPMorgan Chase • New York, NY

110d

About The Position

As an Associate Investment Specialist in the Asset Management Multi-Asset Solutions team, you will support the US Advisory Models business through a blend of analytical, client-facing, and reporting work. You will have the opportunity to engage with capital markets, asset allocation, and content creation in a portfolio management environment. Your clear communication skills and attention to detail will be critical in this role.

Requirements

• Minimum of 2 years of experience in the financial industry.
• Strong organizational skills and the ability to handle multiple simultaneous tasks.
• Positive attitude and creative thinking, with the ability to take direction and challenge legacy processes.
• A working knowledge of investment design and portfolio construction.
• Strong presentation skills.
• Ability to deliver results in a timely and accurate manner, frequently under tight deadlines.
• Intellectual curiosity and questioning the status quo.
• Proficient in Excel & PowerPoint.

Nice To Haves

• SIE and Series 7, 63 and 3 certifications are required within 120 days.
• Interest in pursuing CFA is desirable; possible sponsorship after one year.
• Prior experience in finance or related fields.
• Coding experience a plus.

Responsibilities

• Support relationships with the various US retail advisor sales channels as an internal product manager and key stakeholder.
• Serve as the primary point of contact for questions and inquiries related to the MAS retail business with a focus on Model Portfolios.
• Represent the team in internal strategic initiatives and projects.
• Ensure internal coverage for the investment specialist team, including client meetings, client reporting, and fielding inquiries from internal and external partners.
• Draft portfolio commentary and other Models communications, analyze client portfolios, create portfolio proposals, and conduct ad-hoc analyses.
• Maintain and develop client presentations and marketing materials, incorporating timely market events.
• Present market and investment insights using tools like the JPMorgan Guide to the Markets, covering macroeconomic trends and tactical asset allocation.
• Collaborate with sales teams to train and equip advisors with relevant market talking points and product knowledge.
• Gather and analyze competitive advantages of industry peers and their products.
• Identify inefficiencies and manual processes that could benefit from automation.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Credit Intermediation and Related Activities