Job Description
If you are a strategic thinker passionate about driving solutions in Wealth Management and Managed Solutions you have found the right team!
As an Investor relations professional, in our Managed Solutions Investor Relations team you will get an opportunity to create an impact via your data analytics, communication, problem solving skills. The Managed Solutions Investor Relations team seeks to provide comprehensive coverage of all of our managed solutions (Core, Advisory, SMAs, mutual funds [JPM and 3rd party where offered]) in a coordinated way. In this position, you will be responsible for providing investor relations coverage for our suite of managed solutions products for the Global Private Bank. The team is primarily based in Mumbai and interacts with global counterparts based in New York and London.
You will work on the Investor Relations team and support the Portfolio Specialist teams, and execute on key deliverables and projects across Managed Solutions
Investment Solutions provides Wealth Management clients with investment management solutions across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds.
About Managed Solutions Investor Relations Role:
The team partners with the core multi asset and thematic portfolio management teams to educate and communicate the discretionary portfolios to advisors. In this position, you will be responsible for assisting on advisor/investor communications, client experience priorities and strategic initiatives for our discretionary portfolios for one of the largest global wealth managers.
Job Responsibilities:
- Serve as a resource to educate and provide information to the sales force on a large number of funds/strategies on the global Private Bank platform.
- Prioritize and respond to a high volume of advisor inquiries across multiple channels.
- Leverage knowledge about our investments solutions, the markets, and views from Portfolio Managers and the Chief Investment Office to assist in writing portfolio commentary
- Work with senior team members to develop and drive initiatives aimed at improving the advisor/client experience (both internal & external), including increasing the efficiency of information flow and communication channels between different areas of the business
- Assist in developing and updating presentations and marketing materials for clients and internal meetings
- Liaise with internal stakeholders (due diligence, finance, compliance, business management, etc.) on a variety of initiatives, including regulatory, technology, etc.
- Handling Advisor and Client needs (inbox management, questions, reporting needs, corporate actions, etc.)Work on time sensitive ad-hoc analysis and project
Required qualifications, capabilities and skills:
- Minimum of 1 year of work experience in wealth management, financial services, or a related field
- Good knowledge of and genuine interest in financial markets and investments products
- Proficiency in Microsoft Office programs including Excel and PowerPoint, as well as Adobe PDF
- Client-focused
- Excellent communication skills (written & verbal) and relationship management skills
- Knowledge of the Alternatives asset class and/or a passionate to learn about all aspects of Alternatives (Hedge Funds and Private Investments)
- Strong team player with an entrepreneurial predisposition and strong interpersonal skills as required to interact with personnel across the team and firm
- Project management and follow-through skills
- Sensitivity to discretely handle highly confidential and related client/manager information
- Comfort with organizing and interpreting large amounts of data
- Strong initiative, energy and confidence completing assignments with limited supervision
Preferred qualifications, capabilities and skills:
- CA/MBA/CFA/CAIA preferred or Finance Graduates with relevant work experience within the Investor relations space
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.
