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JPMorgan Asset Management Associate Funds Sales Support 
Italy, Lombardy, Milan 
748146510

27.07.2024

Asset Management is a leading investment manager of choice for institutions, financial intermediaries and individual investors, worldwide. With a heritage of more than two centuries, a broad range of core and alternative strategies, and investment professionals operating in every major world market, we offer investment experience and insight that few other firms can match.

Job Description

  • Analysis of Funds Sales and business performance (including sales, revenues and market data analysis
  • Preparation of periodic and ad hoc business performance presentations/reviews - MIS, Net Sales analysis on product and clients/sales allocation monitoring;
  • Oversight business risks and perform effective controls across on the business activity to ensure it is in compliance with corporate-wide objectives and policies;
  • Co-ordinate and monitoring Client Advisor Presentation workflow (data update, translation and compliance sign off);
  • Co-ordinate all aspects of Client Reporting (Solvency II, PRIIPS, MiFid II, etc.) /ad hoc requests with internal and external stakeholders (Insurance, Institutional Clients s & Asset Managers, Advisory Desks) and related business projects;
  • Developed strong Client relationships to offer business solutions and comprehensive support to internal and external stakeholders.

Required qualifications, capabilities, and skills

  • Advanced knowledge of the Italian retail Investors market and its dynamics
  • Advanced understanding of Luxembourg fund ranges and Italian Fund industry
  • Graduate degree in Economics/Finance
  • Significant experience in the similar role
  • Strong computer skills (Microsoft Office, CRM tools)
  • Language: Italian (mother tongue), English (fluent in writing and speaking).
  • Strong organizational and time management skills
  • Strong control & oversight attitude

Preferred qualifications, capabilities, and skills

  • Highly motivated associate with consolidated sales support experience who thrives under pressure
  • Capacity to operate in a team setting, cultivating effective relationships with both with internal partners and clients
  • Excellent presentation skills
  • Ability to work both independently and as a team player
  • Strong technical and analytic skills. Understanding of investment processes, risks, market and macro-economic framework
  • Entrepreneurial attitude with skills at project management and flexibility at applying innovative ideas to meet clients' needs
  • Graduate degree in Economics/Finance
  • Pro-active attitude, ability to follow-up on issues and ensure timely response