Verified Job
Accounting - Finance
Asset Management Investment Specialist Macro Strategies Associate
Accounting - Finance
#353932
Remote / WFH
Job Description
J.P. Morgan Asset Management is the world's third-largest alternatives manager, with a 40-year history of delivering innovative alternative solutions across market cycles. Our alternative investment engines are managed by highly specialized independent teams, backed by the global reach, vast resources and robust governance of J.P. Morgan Asset Management. Our alternative strategies are designed to achieve specific client outcomes and built to deliver uncorrelated returns to traditional asset classes. Customized alternative portfolios can be tailored to individual client needs. We offer strategies across the alternative investment spectrum, including real estate, private equity and credit, infrastructure, transportation, liquid alternatives and hedge funds.
You will focus on growing the business through new clients, expanding existing relationships and delivering new product, as well as retaining current assets. You will initially focus on managing our regular updates to clients through pitchbooks and data-led reports, while learning about our business. You will respond to adhoc queries from our stakeholders around the world and across varying functions, setting up new reporting requirements, trouble-shooting any data and reporting issues.
Job Responsibilities
Update, maintain and improve client materials including pitchbooks and review material
Respond to adhoc requests from stakeholders, with an initial focus on data-led queries
Complete updates to the consultant databases working closely with the dedicated team
Complete requests for proposal (RFPs), requests for information (RFIs) and due diligence questionnaires, with an initial focus on data-led components
Attend PM meetings and take notes for IS team use, while activity supports developing written skills and deepening knowledge to leverage in client work
Liaise with JPMAM client service and reporting teams, and the technology team to streamline/automate/verify client data and reporting (standard/customized/ad hoc)
Monitor industry databases and publications for relevant environment, competitive and marketing information
Required qualifications, capabilities and skills:
4-5 years' experience with financial product analysis, marketing or client services
Self-motivated with a strong work ethic
Willingness to work in a team-oriented, collaborative environment
Ability to prioritize a variety of responsibilities in a fast-paced environment
Ability to learn and execute new and adhoc tasks quickly
Excellent written and verbal communication skills (including in English)
Strong numerical and analytical skills
Creative and solutions-oriented
Proficient in Microsoft Word and skilled in PowerPoint
Skilled in Microsoft Excel (VBA knowledge not required)
Preferred qualifications, capabilities and skills:
Strong macro, market and portfolio commentary writing in English
Proficient at creating new marketing material including new pitchbook slides
Financial qualifications such as CFA, CAIA and/or further education i.e.: Masters
JPMorgan Chase & Co., 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, ****** orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.
You will focus on growing the business through new clients, expanding existing relationships and delivering new product, as well as retaining current assets. You will initially focus on managing our regular updates to clients through pitchbooks and data-led reports, while learning about our business. You will respond to adhoc queries from our stakeholders around the world and across varying functions, setting up new reporting requirements, trouble-shooting any data and reporting issues.
Job Responsibilities
Update, maintain and improve client materials including pitchbooks and review material
Respond to adhoc requests from stakeholders, with an initial focus on data-led queries
Complete updates to the consultant databases working closely with the dedicated team
Complete requests for proposal (RFPs), requests for information (RFIs) and due diligence questionnaires, with an initial focus on data-led components
Attend PM meetings and take notes for IS team use, while activity supports developing written skills and deepening knowledge to leverage in client work
Liaise with JPMAM client service and reporting teams, and the technology team to streamline/automate/verify client data and reporting (standard/customized/ad hoc)
Monitor industry databases and publications for relevant environment, competitive and marketing information
Required qualifications, capabilities and skills:
4-5 years' experience with financial product analysis, marketing or client services
Self-motivated with a strong work ethic
Willingness to work in a team-oriented, collaborative environment
Ability to prioritize a variety of responsibilities in a fast-paced environment
Ability to learn and execute new and adhoc tasks quickly
Excellent written and verbal communication skills (including in English)
Strong numerical and analytical skills
Creative and solutions-oriented
Proficient in Microsoft Word and skilled in PowerPoint
Skilled in Microsoft Excel (VBA knowledge not required)
Preferred qualifications, capabilities and skills:
Strong macro, market and portfolio commentary writing in English
Proficient at creating new marketing material including new pitchbook slides
Financial qualifications such as CFA, CAIA and/or further education i.e.: Masters
JPMorgan Chase & Co., 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, ****** orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.
