Investment Specialist Associate

3 weeks ago

Mumbai, India JPMorgan Chase & Co. Full time

We are seeking a highly motivated Investment Specialist Associate as part of the Equities team. The EMAP Equities team is responsible for managing global and regional 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.

As an Investment Specialist Associate in the EMAP Equities team, you will be a key player in managing global and regional equity portfolios. You will work closely with the Investment Specialist team to assist with the preparation of portfolio review material for clients and investors. Your role will involve understanding the investment processes associated with a variety of EMAP Equities portfolios and liaising with multiple groups within JPMAM. This role provides an excellent opportunity to develop your skills in portfolio management and client communication, while contributing to the success of our team.

Job Responsibilities:

Prepare Strategy presentations  Analyse 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 Measure Performance & Market value Review Analytics and characteristics of the portfolio, and 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, Skills and Capabilities:

Post Graduate, MBA with at least 3+ years of experience in financial markets Excellent written and verbal communications skills 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, Skills and Capabilities:

Knowledge of VBA, Python or other analytics and automation tools would be an added advantage Understanding of Equities (or any asset class), portfolio management practices, and the asset management business is a plus

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