JPMorgan Asset Management - Sales Support Analyst 

India, Maharashtra, Mumbai 

873261936

Job Responsibilities

• Liaise with Internal Client Advisors and Client Advisors to generate Portfolio Insights analysis reports. Document sales activity and information in Salesforce, and drive product strategy for tracking and compliance purposes.
• Report Types include heatmap analysis, investment comparisons, hypotheticals, FI 360s, excess return, return correlation, and overlap reports.
• Create proposals and illustrative models for key sales representatives as needed.
• Collaborate with team members, internal partners, and investment professionals throughout the firm on various projects.
• Maintain client and internal information in CRM tools, various databases, and systems.
• Gain an understanding of the sales process to better align requirements with changing business scenarios.

Required qualifications, capabilities and skills

• Relevant industry experience and market knowledge of the sales process
• Strong Quantitative and analytical skillsets (including data analysis and ability to understand data flows)
• Strong knowledge of all asset classes - Equity, Fixed income, Cash liquidity, Currency, Real Estate, Hedge funds and Private Equity
• Excellent communicator (written and verbal) with strong interpersonal skills
• Proficiency in MS Office product suite (Excel, Word, Access, and PowerPoint) required
• Effective planning and time management skills to meet strict deadlines or changing priorities (able to self-prioritize and leverage resources to be problem solver)
• Professional and industrious attitude, possessing energy, ownership and confidence to complete work with limited supervision
• Ability to work independently and in a team-based environment, successfully and efficiently
• Stakeholder Management is key. Interact and communicate confidently and effectively with all stakeholders

Preferred qualifications, capabilities and skills

• CFA is a plus
• Experience working with an industry recognized CRM platform (Salesforce) is a plus
• Understanding of Asset Management business (Investment Management, Mutual Funds, Managed Accounts, ETFs and SMAs) preferable