You are a strategic thinker passionate about driving solutions in Fixed Income. You have found the right team.As an
“Investment Specialist ”
within our
“ Global Fixed Income Currencies and Commodities team ”
, you will spend each day defining, refining and delivering set goals for our firm .
Job Responsibilities
- Prepare strategy presentations comprising performance and market value.
- Analyze and report on portfolio analytics and characteristics.
- Detail holdings in the portfolio for comprehensive understanding.
- Customize client presentations for Investment Specialist review meetings.
- Conduct analysis of portfolios including positioning, analytics, and performance results.
- Assist in preparing client performance reports and investment review materials.
- Provide commentaries on performance drivers for client understanding.
- Assist in preparation of any other communication required by the team.
- Monitor guidelines and adherence for internal/external managed portfolios.
- Coordinate with Sales, Consultants, and RFP teams to meet their requirements.
- Address any other requirements of the Investment Specialist.
Required Qualifications, Capabilities And Skills
- At least 4 years of experience in financial markets.
- Understanding of Fixed Income and the asset management business
- Proficient in Python use, including previous coding experience
- Strong quantitative and analytical skills, including data analysis and ability to understand data flows.
- Proficient in MS Office (Excel, Word, PowerPoint).
- Proactive, positive approach, able to grasp/learn concepts and procedures quickly.
- Self-starter and ability to work both independently and as a team player.
- Pro-active and excellent communicator with the ability to connect with audiences across different seniority levels.
Preferred Qualifications, Capabilities And Skills
- Master's Degree from a recognized institute in Finance/Economics/Business Administration.
- CFA/FRM candidature would be an added advantage.
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 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 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.
