Investment Specialist - US Equities- Associate

You are a strategic thinker passionate about driving solutions in “Investments”. You have found the right team

As an Investment Specialist professional within our “ US Equities team” , you will spend each day defining, refining and delivering set goals for our firm

You will be working closely with the Investment Specialist team to assist with the preparation of portfolio review material for clients and investors.  You will develop an understanding of the investment processes associated with a variety of Equities portfolios and will be expected to liaise with multiple groups within JPMAM. 

Job Responsibilities

• Update, maintain and improve client materials including pitchbooks and review material 
• Respond to adhoc requests from stakeholders, with an initial focus on data-led queries
• Complete updates to the consultant databases working closely with the dedicated team
• Complete requests for proposal (RFPs), requests for information (RFIs) and due diligence questionnaires, with an initial focus on data-led components 
• Attend PM meetings and take notes for IS team use, while activity supports developing written skills and deepening knowledge to leverage in client work in future
• Liaise with JPMAM client service and reporting teams, and the technology team to streamline/automate/verify client data and reporting (standard/customized/ad hoc)
• Monitor industry databases and publications for relevant environment, competitive and marketing information

Required qualifications, capabilities and skills

• Atleast 4+ years’ experience with financial product analysis, marketing or client services
• Self-motivated with a strong work ethic
• Willingness to work in a team-oriented, collaborative environment
• Excellent written and verbal communication skills 
• Strong numerical, analytical and problem solving skills  
• Proficient in Microsoft Word and skilled in PowerPoint
• Skilled in Microsoft Excel 
• Ability to prioritize a variety of responsibilities and ad-hoc requests in a moderate to fast-paced environment; ability to learn and execute new tasks quickly and in real-time

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.