Expoint - all jobs in one place

The point where experts and best companies meet

Limitless High-tech career opportunities - Expoint

JPMorgan Asset Management - US Equity Investment Specialist Program Analyst 
United States, New York 
191001954

11.01.2025

Job Responsibilities

  • Support senior investment specialists, portfolio managers and clients.
  • Partner with portfolio managers, research analysts & distribution.
  • Analyze portfolio performance attribution and positioning.
  • Assist in the entire client lifecycle: from initial request-for-proposals, to preparing meeting materials, to generating reporting deliverables.
  • Serve as internal contact/point person for support and operations groups such as Client Reporting and RFP writing.
  • Maintain of standard presentation materials and commentaries, as well as client materials.
  • Support ad-hoc projects & competitive analysis.

Required qualifications, capabilities and skills

  • Experience in investment management or related fields
  • Proficiency in Microsoft PowerPoint & Excel
  • Understanding of U.S. equity products and services
  • Strong written communication, interpersonal skills
  • Strong team player & work ethic

Preferred qualifications, capabilities and skills

  • CFA or path to completion
  • Python understanding preferred but not required