Multi-Asset Investment Specialist Program Analyst
J.P. Morgan Asset & Wealth Management, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.
Description for Internal Candidates
The Asset Management Solutions (AMS) team is part of J.P. Morgan Asset Management (JPMAM) and has over 50 years of experience in managing multi-asset, multi-manager investment portfolios. The team primarily invests in proprietary JPMAM strategies to provide customized, cross-asset class solutions to meet the investment management needs of institutional and retail clients. AMS manages more than $300 billion globally across a variety of multi-asset class investment solutions for all different types of investors.
The Investment Specialist (IS) role is responsible for all commercial and client facing activity within the investment team. We are looking to recruit a professional level candidate in our Multi-Asset Solutions IS team, based in New York. The role will provide broad ranging support to ensure the IS team delivers the best possible service to both internal and external parties, primarily focusing on our advisory model portfolio business. AMS offers a range of model portfolios to financial intermediaries to support their investment offering to retail clients. This business is one of the fastest growing components of AM Solutions. The role would be focused on supporting the continued growth of this business.
Your responsibilities will include:
- Internal product manager – support relationships with sales channels; serve as initial point of contact for questions from internal client advisors; be responsible for understanding “top of mind” topics that can serve as basis for future client conversations and/or creation of new materials
- Reporting – you will be responsible for creating regular reports for clients to detail their investment positioning, performance, attribution, strategy outlook and market commentary. These include writing detailed portfolio and market commentary. You will partner with our portfolio management team and our Client Reporting teams in this role.
- Provide portfolio updates, market updates, strategy changes, and responses to ad-hoc client queries to Senior Investment Specialists, who in turn would communicate the updates with clients or utilize the information for client meetings.
- Backup – when investment specialists are not in the office, backup is required to ensure full coverage at all times. This will require fielding calls and emails from internal relationship managers, internal sales teams and responding appropriately.
- Presentation materials – you will be the point person for maintenance and development of client presentations (pitch books, portfolio reviews, etc.) as well as marketing materials. Your input and initiative will be critical as you will be expected to craft creative solutions for varying client needs. You will be partnering with portfolio managers and other investment specialists to develop and revise materials as appropriate.
- Request for Proposals (RFPs) and questionnaires – you will be responsible for drafting initial responses to client deliverables including RFPs and monthly/quarterly/ad-hoc questionnaires. You will work with client advisors, their sales associates, marketing and RFP writers to craft answers that highlight AMS’s main competitive advantages.
Qualifications
- The environment is fast-paced and demanding. Flexibility and teamwork across various different teams within and outside the product group is required.
- Ability to deliver results in a timely and accurate manner, frequently under tight deadlines
- Strong attention to detail and commitment to unsupervised follow-up
- Strong communication skills – including strong written and verbal skills
- Executive presence, exceptional aptitude, positive energy, and confident demeanor
- Positive attitude and creative thinking – ability to take direction from team while recognizing when to challenge the status quo and drive efforts to improve processes
- Proficient in Excel & PowerPoint (Python, VBA and Morningstar Direct knowledge are a plus)
- Working knowledge of multiple asset classes, including equities and fixed income
- Undergraduate degree required
- Series 7 & Series 63 preferred
- Interest in pursuing CFA is desirable; possible sponsorship after one year
- Ideal candidate will have graduated in 2021 and has demonstrated a track record of strong performance in prior roles
- Authorization to work permanently in the U.S.