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JPMorgan Asset Management - Global Liquidity Investment Specialist – Associate 
India, Maharashtra, Mumbai 
658018450

18.03.2025

As an Asset Management - Global Liquidity Investment Specialist within the Global Liquidity Investment Specialist Team, you will be responsible for the preparation of strategy presentations, analysis of portfolios, assisting with the preparation of client performance reports, and coordinating with Sales, Consultants, and RFP teams.

You will have the opportunity to leverage your strong understanding of fixed income securities & market, excellent communication skills, and proficiency in MS Office and Bloomberg to deliver effective cash management solutions to our clients.

Job Responsibilities

  • Prepare strategy presentations comprising of performance & market value, analytics and characteristics of the portfolio and details on Holdings in the portfolio
  • Prepare customized Client presentations for IS’s review meetings
  • Analyze portfolios including positioning , analytics and performance results
  • Prepare client performance reports and investment review materials for new and existing clients and providing commentaries on performance drivers and assist in preparation of any other communication
  • Co-ordinate with Sales, Consultants and RFP teams to cater their requirements

Required qualifications, capabilities and skills

  • At least 3 years of experience with financial product analysis, marketing or client services
  • Excellent verbal and written communication skills
  • Proficient in MS Office (Excel, Word, PowerPoint) , experience with Bloomberg
  • Strong quantitative and analytical skills (including data analysis and ability to understand data flows)
  • Self-starter and ability to work both independently and as a team player
    • Time management skills & ability to multi-task
    • Pro-active and excellent communicator with the ability to connect with audiences across different seniority levels
    • Delivery focus and detail-orientation with strong commitment to accuracy

Preferred qualifications, capabilities and skills

  • CFA / FRM would be an added advantage
  • Masters Degree from a recognized institute in Finance/Economics/Business Administration
  • Proficient in Python use including previous coding experience highly desirable
  • Strong understanding of fixed income securities & market is must and experience of Asset Management industry is plus