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4 - 9 years

20 - 25 Lacs

Posted:1 day ago| Platform: Naukri logo

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Job Type

Full Time

Job Description

You are a strategic thinker passionate about driving solutions in investment management. You have found the right team.
As an Investment Specialist Professional within our Asset Management Multi-Asset Solutions team, you will be responsible for setting and improving our organizational objectives, and ensuring their consistent accomplishment.

Job Responsibilities

  • Grow the business through new clients and expand existing relationships.
  • Deliver new products and retain current assets.
  • Maintain a strong communication framework to provide clients with detailed insights.
  • Work with the team on prospective opportunities and support existing client relationships.
  • Manage regular updates to clients through pitch books and data-led reports.
  • Learn about our business and respond to ad hoc queries from stakeholders.
  • Set up new reporting requirements and troubleshoot data and reporting issues.
  • Prepare strategy presentations including performance, market value, analytics, and portfolio holdings.
  • Customize client presentations for Investment Specialist s review meetings.
  • Analyze portfolios including positioning, analytics, and performance results.
  • Assist with the preparation of client performance reports and investment review materials.

Required qualifications, capabilities and skills

  • At least 4 years of experience in Asset Management and Investment banking support.
  • Excellent communication (written and verbal), analytical, and organizational skills.
  • Detail-oriented, organized, and exhibit a meticulous approach to work, ensuring data accuracy.
  • Time management skills & ability to multi-task.
  • Strong quantitative and analytical skills (including data analysis and ability to understand data flows).
  • Proficient in Microsoft Office (Excel, Word, PowerPoint).
  • Proactive and positive approach with an ability to grasp/learn concepts and procedures quickly.
  • Self-starter and solution-oriented with an ability to work independently and as a team player.
  • Comfortable working in a fast-paced environment across multiple time zones.
  • A solid understanding of capital markets, and familiarity with asset management.

Preferred qualifications, capabilities and skills

  • Understanding of Multi-asset solutions business is a plus.
  • CFA/FRM/CAIA candidature would be an added advantage.
  • Strong automation skills. Coding experience is a plus.

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JPMorgan Chase Bank
JPMorgan Chase Bank

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