Investment Specialist Associate US Equities

4 weeks ago

mumbai, India JPMorgan Chase & Co. Full time

The US Equities team is responsible for managing US Equity portfolios, with investment professionals located in various locations across the globe. Investment Specialists (IS) are responsible for the overall portfolio, strategy design, reporting and communications with the client. IS teams partner with the portfolio management desks and leverage product and market expertise for client acquisition and retention.

The Investment Specialist analyst will be working closely with the Investment Specialist team to assist with the preparation of portfolio review material for clients and investors. The analyst will develop an understanding of the investment processes associated with a variety of US Equities portfolios and will be expected to liaise with multiple groups within JPMAM, therefore strong interpersonal skills are key.

Job Responsibilities:

Preparation of Strategy presentations comprising of: Analysis of 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 including high quality written content on products and markets for client use Monitoring guidelines and adherence for internal/external managed portfolios  Co-ordinate with Sales, Consultants and RFP teams to cater client requirements using product knowledge Represent the IS team, and work with other supporting teams, on various ad-hoc projects. including automation of various docs and presentations – in which context some understanding of macros would be very helpful; either direct coding or the ability to understand the logic and communicate the requirements more accurately. Responding to ad hoc data requests and reporting needs Analytics and characteristics of the portfolio ,details on holdings in the portfolio Messaging on the key selling points of the product and the market Prepare of customized Client presentations for IS’s review meetings

Required qualifications, capabilities and skills

Post Graduate, MBA with minimum 4 years of experience in financial markets Excellent written and verbal communications skills Understanding of Equities (or any asset class), portfolio management practices, and the asset management business is a plus Proficient in MS Office (Excel, Word, PowerPoint)  Strong quantitative and analytical skills (including data analysis and ability to understand data flows) Proactive, positive approach. Able to grasp/learn concepts and procedures quickly Strong interpersonal & organizational skills Ability to foresee problems/think ahead and ask relevant questions - instead of just plain execution Time management skills & ability to multi-task Delivery focus and detail-orientation with strong commitment to accuracy

Preferred qualifications, capabilities and skills

Team leader, who lead with example and people management experience is added advantage Knowledge of VBA, Python or other analytics and automation tools would be an added advantage

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