Job Description
You are proactive, detail-oriented, and methodical, with a commitment to delivering high-quality results. You've found the right team.
As a Defined Contribution & Investment Support Specialist in our Outsourced Chief Investment Office (OCIO) Sales Support team, you will spend each day defining, refining and delivering set goals for our firm.
Job Responsibilities:
- Drive new business for DC Consulting by leveraging data, preparing sales reports, and supporting strategic planning and marketing initiatives.
- Serve as the primary contact for advisors, ensuring compliance, clear communication, and strong relationships while supporting marketing strategies.
- Oversee investment management, conduct performance analysis, and assist advisers in maintaining strong client relationships and support.
- Manage client onboarding, coordinate with different Record-keepers and other stakeholders, and contribute to special investment projects to ensure seamless operations.
- Oversee investment management, including menu construction and fund manager selection.
Required Qualifications, capabilities and skills:
- Bachelor's/ Master's degree required
- 2+ years of relevant experience.
- Strong organizational and people skills.
- Proficient in Microsoft Office Suite, with advance Excel skills.
- Meticulous with a methodical approach to following and updating SOPs.
- Skilled in implementing process automation to optimize operational efficiency and effectiveness, and managing initiatives alongside daily responsibilities.
- An initiative-taking approach to problem solving, taking ownership of issues, and having the determination to follow through. Escalate issues as appropriate.
Preferred Qualifications, capabilities and skills:
- Automation Skills
- Tableau and Python
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.
