Investment Specialist [Multiple Positions Available]

JPMorgan Chase & Co.•New York, NY

13d•Onsite

About The Position

The Investment Specialist will analyze and interpret market and portfolio data, maintain and enhance dashboards, and produce interest income forecasts. This role involves conducting attribution analysis to identify drivers of portfolio returns and risk, supporting research and commentary writing, and applying prompt engineering and scripting to automate analytical processes. The specialist will also prepare client communication documents, translate quantitative findings into actionable insights, and collaborate with various internal teams to deliver integrated investment solutions. Additionally, the role requires coordinating with Portfolio Management and risk teams to address potential breaches using internal monitoring tools.

Requirements

3 or 4 - year Bachelor's degree in Mathematics, Finance, Economics, Business Management, or related field of study
2 years of experience in the job offered or as Investment Specialist, Investment Analyst, Research Analyst, or related occupation.
Using Bloomberg Terminal to analyze and interpret market and portfolio data across markets
Designing and implementing end-to-end, API driven Python workflows for quantitative fixed income analytics covering rates, spreads, yields, returns, and generating customized client presentations
Utilizing end-to-end fixed income portfolio management including portfolio construction, risk budgeting, and the analysis of market dynamics for articulating Short-term Fixed Income Investment Strategies to institutional clients
Performing return and risk attribution using Bloomberg to isolate, quantify, and explain the drivers of portfolio performance encompassing both returns and risk
Fixed income, portfolio management, understanding, and a strong command of bond math and mechanics.

Responsibilities

Analyze and interpret market and portfolio data across markets.
Maintain and enhance dashboards analyzing account movements and identifying key trends.
Produce interest income forecasts for separately managed account clients to derive implied rates for Treasuries.
Conduct attribution analysis to identify drivers of portfolio returns and risk and communicate findings to team members and clients.
Support research, commentary writing, and portfolio analysis.
Apply prompt engineering techniques and scripting to automate analytical processes and identify novel data relationships.
Deliver solutions that enhance team productivity and quality of investment analysis.
Stay up to date of macroeconomic trends, market developments, and regulatory changes, and leverage to write market commentaries and memos for clients and internal communications.
Prepare client communication documents.
Translate quantitative findings and portfolio analytics into actionable insights.
Collaborate with portfolio managers, traders, risk management, technology, and client advisory teams to deliver integrated investment solutions and enhance offerings.
Conduct attribution analysis to identify drivers of portfolio returns and risk.
Coordinate with Portfolio Management, and risk teams to remediate any potential breaches such as credit quality and eligible securities using internal compliance monitoring and resolution tools.