JP Morgan Chase

3 weeks ago


Mumbai, India JP Morgan Chase Full time

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:

- At least 2 years of experience in financial markets.

- Strong quantitative and analytical skills (including data analysis and ability to understand data flows).

- Proficient in MS Office (Excel, Word, PowerPoint).

- Proactive, positive approach. Able to grasp/learn concepts and procedures quickly.

- Good Verbal and Written Communication skills.

- Time management skills & ability to multi-task.

- Delivery focus and detail-orientation with strong commitment to accuracy.

- Self-starter and ability to work both independently and as a team player.

- Understanding of Equities and/or Fixed Income and the asset management business.

- Shift Timing: EMEA

JP Morgan Chase, 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.

Note : For your candidature to be considered on this job, you need to apply necessarily on the company's redirected page of this job. Please make sure you apply on the redirected page as well.

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