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JPMorgan Analyst - Sales Support 
India, Maharashtra, Mumbai 
271240090

28.01.2025

As a Defined Contribution & Investment Support Specialist in our Outsourced Chief Investment Office (OCIO) Sales Support team, you will spend each day defining, refining and delivering set goals for our firm.

Job Responsibilities:

  • Drive new business for DC Consulting by leveraging data, preparing sales reports, and supporting strategic planning and marketing initiatives.
  • Serve as the primary contact for advisors, ensuring compliance, clear communication, and strong relationships while supporting marketing strategies.
  • Oversee investment management, conduct performance analysis, and assist advisers in maintaining strong client relationships and support.
  • Manage client onboarding, coordinate with different Record-keepers and other stakeholders, and contribute to special investment projects to ensure seamless operations.
  • Oversee investment management, including menu construction and fund manager selection.

Required Qualifications, capabilities and skills:

  • Bachelor’s/ Master's degree required
  • 2+ years of relevant experience.
  • Strong organizational and people skills.
  • Proficient in Microsoft Office Suite, with advance Excel skills.
  • Meticulous with a methodical approach to following and updating SOPs.
  • Skilled in implementing process automation to optimize operational efficiency and effectiveness, and managing initiatives alongside daily responsibilities.
  • An initiative-taking approach to problem solving, taking ownership of issues, and having the determination to follow through. Escalate issues as appropriate.

Preferred Qualifications, capabilities and skills:

  • Automation Skills
  • Tableau and Python