Expoint - all jobs in one place

המקום בו המומחים והחברות הטובות ביותר נפגשים

Limitless High-tech career opportunities - Expoint

JPMorgan Asset Management - Client Advisor Senior Associate 
Brazil, São Paulo, São Paulo 
1092033

08.02.2025

Job Responsibilities

  • 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
  • English fluency