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regarding our investment offerings. You will be proactive and anticipate the next steps for success.
You will primarily work on the below with additional responsibilities developing based on the team's needs and your skillset.
Job Responsibilities
Serve as the main point-of-contact for our clients and J.P. Morgan Asset Management's Client Advisors
Develop and own a holistic institutional client servicing model, including reporting, portfolio reviews, ad hoc queries, and communication to team leadership
Lead the investment support analysts across the team globally by managing bandwidth, assigning priorities, overseeing output, and driving professional growth
Produce and review regular reporting and commentary on client portfolios
Drive preparation for portfolio reviews with existing clients, including creation and review of materials
Collaborate with various teams to support data enrichment and automation efforts to enhance the client experience
Work closely with product structuring, legal, compliance, operations and finance teams to create a seamless client service experience
Contribute to and own high-profile projects and business initiatives as needed
Help support business development efforts by working closely with team leaders to develop compelling marketing materials and thought leadership pieces for external and internal audiences
Respond to client queries and formal Requests for Proposal
Required qualifications, capabilities and skills
Bachelor's Degree in Finance, Economics or related field
Excellent interpersonal skills, ability to build strong relationships and a team player
Ability to grasp complex concepts and explain them to others
Intense attention to detail
Outstanding work ethic and commitment to success
Demonstrated interest in markets and hedge fund investments
Proactive mindset and ability to anticipate questions and team needs
Superior excel and PowerPoint skills
Strong written and verbal communication skills
Well organized work style
Comfortable understanding of investment risk and return statistics
Preferred qualifications, capabilities and skills
Experience managing junior talent a plus
Progress toward CAIA and/or CFA a plus
Extensive LLM experience a 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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
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.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
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.