JPMorgan Outsourced Chief Investment Office Analyst 

United States, New York, New York 

333214758

Key Responsibilities:

• Play a supporting role with clients:
  • Understand client's investment plan, goals and objectives and work with Senior Portfolio Manager to develop investment plans and custom materials to support ongoing client dialogue
  • Utilize tools to create investment reviews/plans on holistic asset allocation and portfolio construction and tactical asset allocation shifts
  • Work with senior team members to help execute investment solutions in client accounts in accordance with client plans.
  • Create investment reviews for clients to validate the clients' current investment objectives and prepare recommendations
• Contribute to new business development and regional expansion by:
  • Supporting new business opportunities with Senior Portfolio Managers and other Integrated Team Members
  • Partnering with cross functional teams to support key facets of OCIO business development
  • Building strong relationships across internal product, client service and marketing areas
  • Performing Sales management, including developing RFPs, pitches, road shows, campaigns, proposals
• Understand J.P. Morgan’s investment platform, solutions, investment philosophy
• Interact effectively with the various internal product partners, banking teams, risk and compliance, marketing, etc.
• Develops a deep understanding of the Institutional client market: sizing, trends, competition, service models, both in the US and internationally

Qualifications, Skills and Capabilities:

• Bachelor’s degree required
• Series 7, 63 & 65 or 7 & 66 required for position
• Coachable professional with good "business sense" and an energetic/dynamic personality
• Ability to work both independently and as a team player
• Excellent communication skills, both written and oral
• Strong analytical and quantitative skills
• Ability to multi-task and manage priorities effectively
• Ability to adapt to a rapidly changing business and technology environment
• Exceptional problem-solving skills
• Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint) and Internet/Intranet
• Ability to learn proprietary software and databases

Preferred Qualifications, Skills and Capabilities:

• Python / coding skills are desired