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JPMorganChase

Asset Management - Global Liquidity Investment Specialist - Associate

Posted 2 Days Ago
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Hybrid
Mumbai, Maharashtra
Mid level
Hybrid
Mumbai, Maharashtra
Mid level
As an Asset Management - Global Liquidity Investment Specialist, you will prepare presentations, analyze portfolios, assist with client reports, and coordinate with other teams while leveraging your knowledge in fixed income securities and tools like MS Office and Bloomberg.
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Job Description
Your are a strategic thinker passionate about driving solutions in investments , you have found the right team.
As an Asset Management - Global Liquidity Investment Specialist within the Global Liquidity Investment Specialist Team, you will be responsible for the preparation of strategy presentations, analysis of portfolios, assisting with the preparation of client performance reports, and coordinating with Sales, Consultants, and RFP teams.
You will have the opportunity to leverage your strong understanding of fixed income securities & market, excellent communication skills, and proficiency in MS Office and Bloomberg to deliver effective cash management solutions to our clients.
Job Responsibilities

  • Prepare strategy presentations comprising of performance & market value, analytics and characteristics of the portfolio and details on Holdings in the portfolio
  • Prepare customized Client presentations for IS's review meetings
  • Analyze portfolios including positioning , analytics and performance results
  • Prepare client performance reports and investment review materials for new and existing clients and providing commentaries on performance drivers and assist in preparation of any other communication
  • Co-ordinate with Sales, Consultants and RFP teams to cater their requirements


Required qualifications, capabilities and skills

  • At least 3 years of experience with financial product analysis, marketing or client services
  • Excellent verbal and written communication skills
  • Proficient in MS Office (Excel, Word, PowerPoint) , experience with Bloomberg
  • Strong quantitative and analytical skills (including data analysis and ability to understand data flows)
  • Self-starter and ability to work both independently and as a team player
    • Time management skills & ability to multi-task
    • Pro-active and excellent communicator with the ability to connect with audiences across different seniority levels
    • Delivery focus and detail-orientation with strong commitment to accuracy


Preferred qualifications, capabilities and skills

  • CFA / FRM would be an added advantage
  • Masters Degree from a recognized institute in Finance/Economics/Business Administration
  • Proficient in Python use including previous coding experience highly desirable
  • Strong understanding of fixed income securities & market is must and experience of Asset Management industry is plus


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.

Top Skills

Bloomberg
MS Office
Python

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