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JPMorgan Investment Specialist 
United States, California, San Francisco 
619158466

10.08.2024

DESCRIPTION:


QUALIFICATIONS:

Minimum education and experience required: Bachelor's degree in Economics and Finance, Mathematical Economics, Economics and Financial Math, Business Administration, Finance, Capital Markets, Mathematics, or related field of study plus 3 years of experience in the job offered or as Investment Specialist, Market Analyst, Business Analyst, or related occupation.

Skills Required: Requires experience in the following: financial and investment advice across various asset classes to Asian clients; complex financial products; managing Asian client relationships, with consideration of Asian business culture; managing asset allocation strategies and risk management for clients, including portfolio construction and rebalancing based on client’s goals; multi-asset class, including equities, fixed income, managed investment products, derivatives, hedge funds, private equity and other alternative investments; global macroeconomics and financial market dynamics in both developed markets and emerging markets; Goals based planning using Monte Carlo Simulation and Long Term Capital Market Assumptions; Asset or Wealth Management; Bloomberg, FactSet, and Microsoft Suite; and financial data analysis and portfolio analytics.

Full-Time. Salary: $155,000 - $160,000 per year.