Asset Management - Investment Specialist Associate - Fixed Income

3 - 8 years

13 - 15 Lacs

Posted:21 hours ago| Platform: Naukri logo

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Job Type

Full Time

Job Description

You are a strategic thinker passionate about driving solutions in Fixed Income. You have found the right team.

As an Investment Specialist within our Fixed Income team , you will spend each day defining, refining and delivering set goals for our firm.

Job Responsibilities

  • 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 new and existing 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 both internal and external managed portfolios.
  • Coordinate with Sales, Consultants, and RFP teams to address their requirements.
  • Collaborate with team members to fulfill any additional needs of the Investment Specialist.
  • Deliver high-quality work with a strong commitment to accuracy and excellence.

Required qualifications, capabilities and skills

  • At least 3 years of experience in financial markets.
  • Demonstrate strong understanding of Fixed Income and the asset management business.
  • Display strong quantitative and analytical skills, including data analysis and understanding of data flows.
  • Show proficiency in MS Office (Excel, Word, PowerPoint).
  • Maintain a proactive, positive approach and ability to learn concepts and procedures quickly.
  • Communicate effectively with strong verbal and written skills.
  • Manage time efficiently and handle multiple tasks simultaneously.
  • Focus on delivery and detail-orientation with a commitment to accuracy.
  • Work independently and as a collaborative team player.
  • Engage proactively and connect with audiences across different seniority levels.

Preferred qualifications, capabilities and skills

  • Hold a Master s Degree from a recognized institute in Finance, Economics, or Business Administration.
  • CFA or FRM candidature is an added advantage.
  • Exhibit proficiency in Python, including previous coding experience.

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JPMorgan Chase Bank logo
JPMorgan Chase Bank

Financial Services

New York

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