JPMorgan Asset Management - Insurance Investment Specialist Associate 

United States, New York, New York 

754377384

As an Investment Specialist, you will be a key member of the team and be expected to articulate the team’s views, positions and performance. You will help in servicing existing relationships, pitching for new business and creating marketing materials. You will work closely with different groups including: portfolio managers, sales channels, other investment specialists, and internal support and operations groups. You must demonstrate excellent teamwork and communication skills.

Job Responsibilities:

• Analyzing portfolios including positioning, analytics and performance results
• Creating and maintaining client presentations, marketing, performance commentary, and other client communications
• Responding to ad-hoc requests from clients and internal groups
• Facilitating meetings, both external (client pitches and portfolio reviews) and internal (product development and strategy meetings)
• Partnering with client advisors on new business opportunities (represent fixed income capabilities in meetings, facilitate RFPs, pitch decks)
• Developing in-depth understanding of fixed income investment portfolios

Required qualifications, capabilities and skills

• 1-3 years of experience with fixed income knowledge
• Interest in financial markets, economics and the insurance industry
• Bachelor’s degree
• Strong proficiency with PowerPoint slide creation and strong Excel skills required.
• Meet tight deadlines while possessing strong attention to detail
• Demonstrate ability to multi-task and re-prioritize quickly
• Written and verbal communication skills
• Quantitative skills - proficiency in basic financial calculations and high aptitude with numbers
• Adaptable, innovative, and results oriented, with excellent teamwork skills
• Series 7 & 63

Preferred qualifications, capabilities and skills

• Other computer skills a plus