Asset Management – Special Situations Investment Specialist Analyst – Program Analyst

Asset Management – Special Situations Investment Specialist Analyst – Program Analyst

Requirements

• BA/BS from an Accredited University
• 1 year or less of relevant internship experience
• Entrepreneurial spirit and culture.
• Curiosity with a desire to learn and grow.
• Strong interest in business, finance, or investment.
• Excellent work ethic.
• Good organizational skills
• Proficiency in business writing.
• Skills across Microsoft Office Suite, namely PowerPoint, Excel, and Word.

Responsibilities

• Creating marketing materials including presentations, quarterly reporting on the state of markets, investments and their respective performance, and other various analyses.
• Preparation for existing and prospective client meetings, including printing materials, arranging meeting locations, and coordination with the broader JPMorgan salesforce.
• Request For Proposal and Due Diligence Questionnaire (“RFP & DDQ”) writing.
• Managing CRM management with platforms such as Salesforce and DealCloud.
• Know Your Customer (“KYC”) support and coordination with relevant JPMorgan teams and fund administration to facilitate a smooth client experience.
• Note taking during digital and physical client meetings.
• Supporting the GSS Team with various administrative tasks including: Preparation of expense reports, Roadshow travel coordination, Invoice submission and payment facilitation and meeting coordination and scheduling
• Operational support where needed to assist the GSS COO and Head of Operations with various tasks.
• Support for the GSS Research Team in preparing various analyses when required and support on ad hoc projects.

Preferred Qualifications

• Preferred major – finance, accounting, mathematics
• SIE, Series 7, Series 63