Managed Solutions Investor Relations Analyst

2 - 7 years

40 - 45 Lacs

Posted:-1 days ago| Platform: Naukri logo

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Work Mode

Work from Office

Job Type

Full Time

Job Description

  • Serve as a resource to educate and provide information to the advisors on the Managed Solutions. Prioritize and respond to a high volume of advisor inquiries across multiple channels (e-mail, phone, instant messenger)
  • Identify opportunities to enhance processes and workflows to improve efficiency and client satisfaction.
  • Work with senior team members to develop and drive initiatives aimed at improving the advisor/client experience (both internal & external), including increasing the efficiency of information flow and communication channels between different areas of the business
  • Oversee quality control checks to ensure data integrity and accuracy for content created by the team
  • Assist in developing and updating presentations and marketing materials for clients and internal meetings.
  • Liaise with internal stakeholders (due diligence, finance, compliance, business management, etc.) on a variety of initiatives, including regulatory, technology, etc.
  • Handle Advisor and Client needs (inbox management, questions, reporting needs, corporate actions, etc.) Work on time sensitive ad-hoc analysis and projects.

Required qualifications, capabilities, and skills

  • 2+ years of relevant work experience in investment management, financial analysis, or a related field.
  • Bachelor s degree in finance, Economics, Business Administration, or a related field.
  • Extensive knowledge and experience in the Investments domain / Global markets
  • Excellent analytical and quantitative skills, with proficiency in business writing
  • Strong written and verbal communication skills, with the ability to present complex information clearly and concisely.
  • Ability to work collaboratively in a fast-paced, dynamic environment.
  • Strong analytical and problem-solving skills with the ability to interpret complex data and provide actionable insights.
  • Excellent written and verbal communication skills, with the ability to convey information clearly and concisely to clients and team members.
  • Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word) and familiarity with financial software and databases (e.g., Bloomberg, FactSet).
  • Ability to work effectively both independently and as part of a team in a collaborative environment.
  • Strong organizational skills with the ability to manage multiple tasks and meet deadlines in a fast-paced environment.

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JPMorgan Chase Bank logo
JPMorgan Chase Bank

Financial Services

New York

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