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JPMorgan Associate - Fixed Income- Investment Specialist 
India, Maharashtra, Mumbai 
950708504

Yesterday

As anwithin our, you will spend each day defining, refining and delivering set goals for our firm .


Job Responsibilities:

  • Prepare strategy presentations comprising performance and market value.
  • Analyze and report on portfolio analytics and characteristics.
  • Detail holdings in the portfolio for comprehensive understanding.
  • Customize client presentations for Investment Specialist review meetings.
  • Conduct analysis of portfolios including positioning, analytics, and performance results.
  • Assist in preparing client performance reports and investment review materials.
  • Provide commentaries on performance drivers for client understanding.
  • Assist in preparation of any other communication required by the team.
  • Monitor guidelines and adherence for internal/external managed portfolios.
  • Coordinate with Sales, Consultants, and RFP teams to meet their requirements.
  • Address any other requirements of the Investment Specialist.

Required qualifications, capabilities and skills

  • At least 4 years of experience in financial markets.
  • Understanding of Fixed Income and the asset management business
  • Proficient in Python use, including previous coding experience
  • Strong quantitative and analytical skills, including data analysis and ability to understand data flows.
  • Proficient in MS Office (Excel, Word, PowerPoint).
  • Proactive, positive approach, able to grasp/learn concepts and procedures quickly.
  • Self-starter and ability to work both independently and as a team player.
  • Pro-active and excellent communicator with the ability to connect with audiences across different seniority levels.

Preferred qualifications, capabilities and skills

  • Master's Degree from a recognized institute in Finance/Economics/Business Administration.
  • CFA/FRM candidature would be an added advantage.