JPMorgan Associate - Investment specialist 

India, Maharashtra, Mumbai 

581936830

As an Investment Specialist Professional within our Asset Management Multi-Asset Solutions team, you will be responsible for setting and improving our organizational objectives, and ensuring their consistent accomplishment.

Job Responsibilities:

• Grow the business through new clients and expand existing relationships.
• Deliver new products and retain current assets.
• Maintain a strong communication framework to provide clients with detailed insights.
• Work with the team on prospective opportunities and support existing client relationships.
• Manage regular updates to clients through pitch books and data-led reports.
• Learn about our business and respond to ad hoc queries from stakeholders.
• Set up new reporting requirements and troubleshoot data and reporting issues.
• Prepare strategy presentations including performance, market value, analytics, and portfolio holdings.
• Customize client presentations for Investment Specialist’s review meetings.
• Analyze portfolios including positioning, analytics, and performance results.
• Assist with the preparation of client performance reports and investment review materials.

Required qualifications, capabilities and skills:

• At least 4 years of experience in Asset Management and Investment banking support.
• Excellent communication (written and verbal), analytical, and organizational skills.
• Detail-oriented, organized, and exhibit a meticulous approach to work, ensuring data accuracy.
• Time management skills & ability to multi-task.
• Strong quantitative and analytical skills (including data analysis and ability to understand data flows).
• Proficient in Microsoft Office (Excel, Word, PowerPoint).
• Proactive and positive approach with an ability to grasp/learn concepts and procedures quickly.
• Self-starter and solution-oriented with an ability to work independently and as a team player.
• Comfortable working in a fast-paced environment across multiple time zones.
• A solid understanding of capital markets, and familiarity with asset management.

Preferred qualifications, capabilities and skills:

• Understanding of Multi-asset solutions business is a plus.
• CFA/FRM/CAIA candidature would be an added advantage.
• Strong automation skills. Coding experience is a plus.