Investment Specialist

Job Description

You are a strategic thinker passionate about driving solutions in 'Investment Analysis'. You have found the right team

As an Investment Specialist within our Global Fixed Income Currencies and Commodities team , you will spend each day defining, refining and delivering set goals for our firm

You will be focused on growing the business through new clients, expanding existing relationships and delivering new products, as well as retaining current assets. You will work with the team on prospective opportunities and supporting existing client relationships. You will be responsible for the overall portfolio, strategy design, reporting and communications with the client

Job Responsibilities

• Preparation of Strategy presentations comprising of :
• Performance & Market value
• Analytics and characteristics of the portfolio
• Details on Holdings in the portfolio
• Prepare customized Client presentations for IS's review meetings
• Analyze portfolios including positioning, analytics and performance results
• Assist with the preparation of client performance reports and investment review materials for new and existing clients and providing commentaries on performance drivers
• Assist in preparation of any other communication
• Monitor guidelines and adherence for internal / external managed portfolios
• Co-ordinate with Sales, Consultants and RFP teams to cater their requirements

Required Qualifications, Capabilities And Skills

Shift Timing : EMEA

About Us

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

About The Team

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

Skills Required

Word, Powerpoint, Excel, Data Analysis, Ms Office