
Investment Specialist
3 days ago
Job Description 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 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.
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Investment Specialist
3 days ago
Bengaluru, India Barclays Full timeJob Description Job us an Investment Specialist at Private Bank, where we strive to provide the right solutions for our diverse clients through our international network of specialists, located in vibrant financial hotspots around the world. The Private Bank supports UHNWIs and Family Offices with respect to their banking, investment and credit needs through...
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Investment Specialist
3 weeks ago
Bengaluru, India Workassist Full timeJob Description Work Level: Junior Leadership Core: Organized, Networking Leadership: Responsive Industry Type: Financial Services Function: Investment Advisor Key Skills: Private Wealth,Wealth Management,Investment Advisor,Investment Counsellor,Investment Counseller,Investment Specialist,Mutual Fund,Mutualfund sales,PMS Education: PG/ Master Note:...
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Investment Product Specialist
1 week ago
Mumbai, Maharashtra, India Klay Securities Full time ₹ 1,50,00,000 - ₹ 2,50,00,000 per yearWe are seeking an Investment Products Specialist to drive our product offerings. The ideal candidate will have a deep understanding of investment products, market trends, and regulatory requirements in India. The role involves curating and managing investment solutions tailored to ultra-high-net-worth individuals (UHNWIs) and institutions.Roles &...
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Mumbai, India Axis Bank Full timeJob Description RB - Affluent Business:Regional Investment specialist INTERNAL USAGE: No. of Vacancies:1Reports to:NIC Is a Team leaderYTeam Size:5-10 Grade:VP Business:BPC - Private BankingDepartment: Affluent BusinessSub-Department:BPC - Private Banking Location: About Affluent Business Affluent Business caters to a segment of customers who are High Net...
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Investment Specialist
2 days ago
Gurugram - DLF Building, India Marsh McLennan Full time ₹ 40,00,000 - ₹ 1,20,00,000 per yearSpecialist - Investments Company:Mercer Description: We are seeking a talented individual to join our investments team at Mercer. This role will be based in Gurgaon. This is a hybrid role that has a requirement of working at least three days a week in the office. Specialist- Investments Performance Reporting The role will be responsible for...
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Investment Specialist
7 days ago
Mumbai, Maharashtra, India JPMorganChase Full time ₹ 15,00,000 - ₹ 25,00,000 per yearJOB DESCRIPTIONYou are a strategic thinker passionate about driving solutions in "Investment Analysis". You have found the right teamAs 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 firmYou will be focused on growing the business through...
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Investment Specialist
7 days ago
Mumbai, Maharashtra, India Consultbae Full time ₹ 15,00,000 - ₹ 25,00,000 per yearRole: Investment Product Specialist - Digital WealthLocation-MumbaiWorking Mode: 5.5 Days (WFO)Job Description: The purpose of the job is to be responsible for providing expert knowledge and support in the domain of securities products. This role involves deep understanding of investment products, market trends, and client needs to enhance the product...
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Specialist - Investments
4 days ago
Gurugram, Gurugram, India Mercer Full timeJob Description We are seeking a talented individual to join our investments team at Mercer. This role will be based in Gurgaon. This is a hybrid role that has a requirement of working at least three days a week in the office. Specialist- Investments Performance Reporting The role will be responsible for working closely with the Investment Consultants, to...
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Investment Specialist
2 weeks ago
Mumbai, Pune, India Yes Bank Full timeJob Description Description We are seeking an experienced Investment Specialist to join our team in Mumbai or Pune. The ideal candidate will have a strong background in investment analysis and portfolio management, with the ability to provide valuable insights to our clients. Responsibilities - Conduct in-depth market research to identify investment...
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Lead Specialist
7 days ago
Mumbai, India Marsh McLennan Full timeWe are seeking a talented individual to join our Investments team at Mercer. This role will be based in Mumbai. This is a hybrid role that has a requirement of working at least three days a week in the office.Lead Specialist- Sustainable InvestmentsThe Sustainable Investment Analyst will sit within Mercer’s Investment Management (IM) team reporting to the...