Associate - Investment Solutions Investor Relations - WM - Mumbai - Pipeline

Associate - Investment Solutions Investor Relations - WM - Mumbai - Pipeline

JP Morgan Chase & Co.
Not Specified
Not Specified

Job Description


Job Description :
Organization Description
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions with client assets of $4 trillion. 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.
Employer Description
JPMorgan Chase & Co., 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. In accordance with applicable law, we make reasonable accommodations for applicants and employees religious practices and beliefs, as well as any mental health or physical disability needs.
Equal Opportunity Employer/Disability/Veterans
Private Bank:
With more than 160 years of experience, J.P. Morgan Private Bank is a global wealth management leader that delivers the highest quality advice, service, capabilities and products to high net worth individuals and families around the world. The Private Bank delivers highly customized and comprehensive solutions to help clients with the many complexities they face on their balance sheets. The Private Bank is involved with every facet of wealth management, including investments, liquidity and credit management, and tax and estate planning. The business model focuses on deep client relationships through an integrated team structure with a platform of depth and breadth.
Investment Solutions provides Wealth Management clients with investment management solutions across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds.
About the Investor Relations Analyst Role:
On the Discretionary side, the team partners with the core multi asset and thematic portfolio management teams to educate and communicate the discretionary portfolios to advisors. In this position, you will be responsible for assisting on advisor/investor communications, client experience priorities and strategic initiatives for our discretionary portfolios for one of the largest global wealth managers.
On the Alternatives side, The Alternative Investments Group ('AIG') identifies, performs due diligence on, and markets alternative investments such as private equity, hedge funds and real estate to the clients within the Private Bank, globally. The Investor Relations Team serves as liaison between the AIG clients (internal and external) and the general partners/fund managers of private equity funds, real estate funds and hedge funds offered on the Private Bank's platform. The team primarily supports sales and relationship management activities of the Alternatives funds platform, including client events, fund communications and ad hoc special projects and analyses.
Job Description:
In this role you will support the Investor Relations and Portfolio Specialist teams, and execute on key deliverables and projects across Managed Solutions. This role is required to work closely with a wide variety of internal teams (including Due Diligence, Structuring, Marketing, Middle Office, Fund Accounting, Tax, and Legal & Compliance) to assist in the day-to-day servicing of inquiries from our salesforce regarding Alternative / Discretionary Investments. The Investor Relations team is responsible for the execution of internal and external communication for the Alternative / Discretionary investments (including both client letter-writing and internal e-mail communications to senior members of the Private Bank).
Role and Responsibilities:
  • Serve as a resource to educate and provide information to the sales force on a large number of funds/strategies on the global Private Bank platform
    • Prioritize and respond to a high volume of advisor inquiries across multiple channels (e-mail, phone, instant messenger)
  • Leverage knowledge about our investments solutions, the markets, and views from Portfolio Managers and the Chief Investment Office to assist in writing portfolio commentary
  • Work with senior team members to develop and help 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.
  • Handling Advisor and Client needs (inbox management, questions, reporting needs, corporate actions, etc.)Work on time-sensitive ad-hoc analysis and projects

We seek candidates with a unique blend of interpersonal and analytical skills. This person should efficiently leverage both qualitative and quantitative resources to understand complex situations and present solutions.
Requirements:
  • 4-7 years of work experience in wealth management, financial services, or a related field
  • CA/MBA/CFA/CAIA preferred or Finance Graduates with relevant work experience within the Investor relations space
  • Good knowledge of and genuine interest in financial markets and investments products
  • Proficiency in Microsoft Office programs including Excel and PowerPoint, as well as Adobe PDF
  • Team oversight experience is a plus

The key attributes for this candidate will include:
  • Exceptional interpersonal, analytical, and communication skills (verbal & written)
  • Superior time management and ability to prioritize a heavy workload
  • Ability to operate in a fast-moving and demanding environment
  • Good judgment and discretion working with highly confidential information
  • Attention to detail and exceptional problem solving skills
  • Strong initiative, energy and confidence completing assignments independently

JPMorgan Chase & Co., 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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

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