JOB DESCRIPTION
Join a collaborative team that empowers Advisors and clients with tailored investment solutions and market intelligence.
Leverage your asset class knowledge to deliver curated content, portfolio analytics, and timely updates.
Drive impactful client engagement by coordinating with global partners and specialists to provide cohesive investment information.
As an Investment Specialist within the Wealth Management Investment Solutions team, you educate Advisors on product attributes and portfolio positioning.
You curate and deliver content, answer advisor and client queries, and provide market updates across asset classes.
You coordinate with Specialists, Portfolio Managers, and partner teams to ensure consistent, high-quality information for clients and prospects.
Job Responsibilities
Required Qualifications, capabilities and skills
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Hold an MBA (Finance) with relevant industry experience and knowledge of sales processes, global markets, and asset classes including Equities, Fixed Income, Alternatives, MAS, and ETFs.
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Complete CFA or CAIA Level I, or be an aspiring CFA/CAIA, with relevant industry experience and strong understanding of asset classes and alternatives.
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Demonstrate 5+ years of experience in BFSI, Asset/Wealth Management, Capital Markets, and asset classes such as Equity and Fixed Income.
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Apply strong quantitative and analytical skills, including proficiency in data analysis, understanding data flows, and numbers.
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Communicate effectively with excellent soft skills, stakeholder management, client-focused approach, and strong presentation abilities.
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Utilize advanced Microsoft skills (Excel, Word, PowerPoint, Visio), external tools like Bloomberg, FactSet, Morningstar, and project management software such as MS Project.
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Exhibit attention to detail, exceptional problem-solving skills, good judgment with confidential information, strong team player qualities, entrepreneurial initiative, and confidence to complete assignments independently.
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.
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.
