Asset Management Investment Specialist Associate Fixed Income

3 - 7 years

0 Lacs

Posted:2 days ago| Platform: Shine logo

Apply

Work Mode

On-site

Job Type

Full Time

Job Description

As an Investment Specialist within the Fixed Income team, you will be responsible for preparing strategy presentations, analyzing portfolio characteristics, developing client presentations, evaluating portfolio positioning, preparing client performance reports, providing commentaries on performance drivers, supporting client communications, monitoring portfolio guidelines, coordinating with various teams, and delivering high-quality work with a strong commitment to accuracy and excellence. - Prepare strategy presentations covering performance, market value, and portfolio analytics. - Analyze portfolio characteristics and provide detailed insights on holdings. - Develop customized client presentations for Investment Specialist review meetings. - Evaluate portfolio positioning, analytics, and performance results. - Assist in preparing client performance reports and investment review materials for clients. - Provide commentaries on performance drivers and investment outcomes. - Support the creation of various client communications as required. - Monitor portfolio guidelines and ensure adherence for managed portfolios. - Coordinate with Sales, Consultants, and RFP teams to address their requirements. - Collaborate with team members to fulfill additional needs of the Investment Specialist. - Deliver high-quality work with a strong commitment to accuracy and excellence. Qualifications Required: - At least 3 years of experience in financial markets. - Strong understanding of Fixed Income and asset management business. - Strong quantitative and analytical skills, including data analysis and understanding of data flows. - Proficiency in MS Office (Excel, Word, PowerPoint). - Proactive, positive approach with the ability to learn concepts and procedures quickly. - Effective communication skills (verbal and written). - Efficient time management and ability to handle multiple tasks simultaneously. - Detail-oriented with a commitment to accuracy. - Ability to work independently and as a collaborative team player. - Proactive engagement with audiences across different seniority levels. Preferred Qualifications: - Masters Degree from a recognized institute in Finance, Economics, or Business Administration. - CFA or FRM candidature is an added advantage. - Proficiency in Python, including previous coding experience.,

Mock Interview

Practice Video Interview with JobPe AI

Start Python Interview
cta

Start Your Job Search Today

Browse through a variety of job opportunities tailored to your skills and preferences. Filter by location, experience, salary, and more to find your perfect fit.

Job Application AI Bot

Job Application AI Bot

Apply to 20+ Portals in one click

Download Now

Download the Mobile App

Instantly access job listings, apply easily, and track applications.

coding practice

Enhance Your Python Skills

Practice Python coding challenges to boost your skills

Start Practicing Python Now
JPMC Candidate Experience page logo
JPMC Candidate Experience page

Financial Services

New York