Institutional Investment Solutions – Analyst
| Company | JP Morgan Chase |
|---|---|
| Location | New York, NY, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Junior, Mid Level |
Requirements
- Bachelor’s degree
- Series 7, 63 & 65 or 7 & 66
- Coachable professional with good “business sense” and an energetic/dynamic personality
- Ability to work both independently and as a team player
- Excellent communication skills, both written and oral
- Strong analytical and quantitative skills
- Ability to multi-task and manage priorities effectively
- Ability to adapt to a rapidly changing business and technology environment
- Exceptional problem-solving skills
- Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint) and Internet/Intranet
- Ability to learn proprietary software and databases
- Fluent in Spanish
Responsibilities
- Play a supporting role with clients: Understand client’s investment plan, goals and objectives and work with Senior Portfolio Manager to develop investment plans and custom materials to support ongoing client dialogue
- Utilize tools to create investment reviews/plans on holistic asset allocation and portfolio construction and tactical asset allocation shifts
- Work with senior team members to help execute investment solutions in client accounts in accordance with client plans
- Create investment reviews for clients to validate the clients’ current investment objectives and prepare recommendations
- Contribute to new business development and regional expansion by supporting new business opportunities with Senior Portfolio Managers and other Integrated Team Members
- Partnering with cross functional teams to support key facets of IIS business development
- Building strong relationships across internal product, client service and marketing areas
- Performing Sales management, including developing RFPs, pitches, road shows, campaigns, proposals, mandates, reports
- Understand J.P. Morgan’s investment platform, solutions, investment philosophy
- Interact effectively with the various internal product partners, banking teams, risk and compliance, marketing, etc.
- Develops a deep understanding of the Institutional client market: sizing, trends, competition, service models, both in the US and internationally
Preferred Qualifications
- Python / coding skills