Investment Specialist [Multiple Positions Available]

JPMorgan Chase & Co.•New York, NY

1d•Onsite

About The Position

Provide ultra-high net worth Greek and European clients with investment advice and cross asset class execution including equities, fixed income, derivatives, and alternatives, and offer recommendations according to changing market conditions. Develop investment policy statements and advise on asset allocation. Act as a primary resource for investment communication. Analyze, construct, and manage investment portfolios, advising clients on asset allocation, tactical trading, and portfolio rebalancing and hedging strategies. Conduct investment reviews with clients to validate the clients' current investment objectives and prepare recommendations of appropriate investment products. Adhere to internal and external policies and procedures regarding securities transactions and code of conduct. Work with Lending Advisors, Trust Officers, and Wealth Advisors.

Requirements

Master's degree in Financial Management, Finance, Business Administration, Economics, or related field of study.
5 years of experience in the job offered or as Investment Specialist, Investment Analyst, or related occupation.
Experience handling investment portfolios for clients with assets of at least $25 million.
Experience handling assets for US and Greek clients with portfolios exceeding $100 million.
Experience providing macroeconomic trends and financial market dynamics in both developed and emerging markets.
Experience analyzing economic indicators, geopolitical events, and market cycles.
Experience performing distribution and trade execution across all asset classes including equities, fixed income, currencies, commodities, and derivatives.
Experience constructing and handling diversified portfolios including inception, risk management, and rebalancing.
Experience applying asset allocation models that optimize returns while handling risk.
Experience identifying, assessing, and mitigating risks associated with multi-asset portfolios.
Experience applying goals-based planning tools such as Monte Carlo simulations or Long Term Capital Market Assumptions.
Experience utilizing advanced investment portfolio analytics to monitor performance and assess risk.
Knowledge of cross-border banking regulations and compliance requirements.
Knowledge of financial and estate planning within the wealth management context.
Proficiency in Bloomberg and FactSet applications.
Proficiency in leveraging tools including Bloomberg Terminal and FactSet for balance sheet analysis, capital market insights, and portfolio risk metrics.
Proficiency in Microsoft Suite applications for data analysis, reporting, and presentation.
Experience creating detailed financial models and reports to support investment decisions.
Experience designing and implementing 10b5-1 trading plans for executives and insiders.
Experience monitoring the performance of 10b5-1 plans and making necessary adjustments.
Knowledge of affiliates trading laws and regulations.

Responsibilities

Provide investment advice and cross asset class execution to ultra-high net worth Greek and European clients.
Develop investment policy statements and advise on asset allocation.
Act as a primary resource for investment communication.
Analyze, construct, and manage investment portfolios.
Advise clients on asset allocation, tactical trading, and portfolio rebalancing and hedging strategies.
Conduct investment reviews with clients to validate investment objectives and prepare recommendations.
Adhere to internal and external policies and procedures regarding securities transactions and code of conduct.
Work with Lending Advisors, Trust Officers, and Wealth Advisors.