Associate - Investment Specialist - Multi Asset
JPMorgan Chase · Mumbai, India · 1d ago
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
You are a strategic thinker passionate about driving solutions in “Multi-Asset Portfolio Analytics & Client Reporting”. You have found the right team.
As “Multi-Asset Investment Specialist (Client Reporting & Portfolio Analytics) Professional” within our “ Multi-Asset Solutions” team, you will be responsible for setting and improving our organizational objectives, and ensuring their consistent accomplishment.
Job Responsibilities
- Prepare strategy presentations covering performance, market value, analytics, portfolio characteristics, and holdings
- Develop customized client presentations for Investment Specialist review meetings
- Analyze portfolios for positioning, analytics, and performance results
- Produce client performance reports and investment review materials for new and existing clients
- Draft performance commentaries highlighting key drivers
- Deliver regular client updates through pitchbooks and data-led reports
- Respond to ad hoc stakeholder queries with timely, accurate insights
- Implement new reporting requirements to support evolving client needs
- Troubleshoot data and reporting issues to ensure accuracy and continuity
- Monitor portfolio guidelines and adherence across internal/external managed portfolios
- Coordinate with Sales, Consultants, and Requests for Proposal teams to meet business requirements
Required qualifications, capabilities and skills
- At least 4years of experience in asset management and investment banking support
- Excellent written and verbal communication skills
- Strong analytical and organizational skills with high attention to detail and data accuracy
- Strong time management skills and ability to multi-task
- Strong quantitative and analytical skills, including data analysis and understanding data flows
- Proficiency in Microsoft Office (Excel, Word, PowerPoint)
- Strong automation skills
- Proactive, positive approach with ability to learn concepts and procedures quickly
- Self-starter and solution-oriented; able to work independently and as a team player
- Comfortable working in a fast-paced environment across multiple time zones
- Solid understanding of capital markets and familiarity with asset management; keen interest in market trends and dynamics
Preferred qualifications, capabilities and skills
- Understanding of multi-asset solutions business
- Coding experience
- CFA/FRM candidature is an added advantage