Proactively identifying new business opportunities by completing ongoing screens to assess our competitive positioning/advantages and staying abreast of current manager searches
Developing and completing presentations for client and prospect meetings. Maximizing focus on prospecting, pitching and closing sales by owning certain parts of the sales process (legal, operational, marketing, etc.)
Participating in and working with Client Advisor to prep for client meetings – both for new business opportunities and ongoing due diligence with clients
Conducting research and bringing proactive ideas to the forefront for client and prospect firms
Leveraging shared resources across Funds Management and the Portfolio Management teams to communicate and relay sales and market intelligence
Providing Client Advisors and clients with analysis of the competitive landscape through use of analytical tools
Coordinating information with Client Portfolio Managers for meeting preparation, client agendas, discussing client issues and gathering follow-up information
Help coordinate & execute client events, roadshows, due diligence meetings, etc.
Serve as primary point of contact for routine client needs and requests
Required Qualifications, Capabilities And Skills
5 years of relevant work experience at an asset management firm
Excellent presentation skills – possess an ability to clearly present competitive analyses and material to clients and prospects
Exceptional analytical skills – Strong Capital Markets Acumen & ability to analyze JPMorgan’s and the competition’s products and performance
Effective communication skills as evidenced through presentations and client interaction on the phone and in meetings
Resource Skills – demonstrate a command on how to find information and data in the firm by developing a strong network