You are a strategic thinker passionate about driving solutions . You have found the right team
As an Investment Specialist within our dynamic team, you will spend each day defining, refining and delivering set goals for our firm.
You will be working with the Investment Specialist and Investor Relations team that is focused on growing the business through new clients, expanding existing relationships and delivering new product, as well as retaining current assets. You will work with the team on prospective opportunities and supporting existing client relationship
Job Responsibilities:
- Prepare and update all marketing collaterals including strategy pitch book, product profiles, ad-hoc materials, etc.
- Lead the development and liaise with internal RFP team and investment team in the production and completion of requests for proposal (RFPs), requests for information (RFIs), due diligence questionnaires (DDQ), quarterly/monthly client/consultant questionnaires and ad-hoc requests. Assist with the on-going prospecting initiatives by staying on top of news feeds for potential search/RFP activities that can lead to new mandates.
- Assist with all operational/administrative duties associated with Investor accounts - redemptions and contribution tracking.
- Assist the fund level reporting efforts for all investors in the Infrastructure Group including client statements, snapshots, quarterly/annual reports as well as webcast coordination etc.
- Work with internal constituent groups as well as consultants and clients to answer questions and address issues. Ensure timely, accurate and quality delivery of responses.
- Update and maintain internal databases, Fund AUMs & other books on monthly & quarterly basis.
- Identify and work on efficiency initiatives to help team continue to improve productivity. Maintain a high level of competency in reviewing data and reports and identifying gaps / issues.
- Maintain a high level of competency in reviewing data and reports and identifying gaps / issues.
Required qualifications, capabilities, and skills:
- Minimum 4 years of experience with financial product analysis, marketing, or client services.
- MBA in finance/marketing/CFA.
- Excellent written and verbal communication skills.
- Excellent Excel and PowerPoint skills
- Highly organized, detail-oriented, self-motivated, strong work ethic.
- Comfort working in a fast-paced environment across multiple time zones.
- Strong multi-tasking and time management skills.
Preferred qualifications, capabilities, and skills:
- Previous experience working with open or closed-end funds would be a plus.
- Knowledge of Infrastructure investing would be a plus.
Shift Timing: EMEA (1.30pm to 10.30pm)
ABOUT USJPMorganChase, 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 TEAMJ.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.
