Analyst MAS IS Support

Job Description

About the Employer JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.4 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small business, commercial banking, financial transaction processing, and asset management. JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com . J.P. Morgan Asset & Wealth Management delivers industry-leading investment management solutions. Asset Management division provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through the firm s global network of investment professionals, with around $2.7 trillion of assets under management. We are the investment manager of choice for institutions, financial intermediaries and individual investors worldwide. With more than two centuries of experience, a broad range of core and alternative strategies, and investment professionals operating in every major market worldwide, teams offer investment experience and insight that few firms can match. Asset Management India Client & Product teams cover functions that span across the entire lifecycle of a client. Starting with Sales & Marketing, the group includes functions like Sales support, Product Strategy, Market Insight, Data Management & Governance, Data Delivery & Solutions and Business Intelligence & Analytics. The Product teams, comprising of Research analysts, Investment Specialists (IS) and Portfolio Management teams are responsible for providing additional insights to our securities coverage universe, strategy design, commercializing and monetizing our strategies. The Client Service group caters to functions like RFP, Onboarding, KYC, Client Reporting and Fund level Governance oversight functions involving Product administration, Board management, Funds registration, TA Service Delivery, Product implementation and vendor management services. JPMorgan is an equal opportunity employer and places high value on diversity and inclusion. We recognize that our people are our strength and diversity of thought and practices makes us more successful. The current opening is within Multi-Asset Solutions team in Mumbai within AM India Client and Product. Multi-Asset Solutions: The Multi-Asset Solutions team designs and manages multi-asset class portfolios, integrating the breadth and depth of investment talent within JPMAM, and drawing on its proprietary quantitative and qualitative research capabilities, strategy and security selection, asset allocation and risk-focused portfolio management expertise.Widely regarded as a pioneer in asset allocation, Multi-Asset Solutions has a 45-year history of helping clients meet their objectives though an appropriate strategic asset allocation framework, active asset allocation and manager alpha. As at 31 March 2022, Multi-Asset Solutions had over USD 280 billion in assets under management. The strategies and solutions that have been developed for the team s clients can be placed into four broad categories: outcome oriented, target date, risk-based balanced and single asset. About the Role Multi-Asset Solutions is seeking a Full-Time Analyst to join the team in India as an Investment Specialist (IS). The Investment Specialist team is keenly focused on growing the business through new clients, expanding existing relationships and delivering new product, as well as retaining current assets. Importantly, the team maintains a strong communication framework to provide new and existing clients with detailed and regular insights. The Analyst will work with the team on prospective opportunities and supporting existing client relationships. The Analyst role requires strong time management and communication skills, as well as attention to detail, as we seek to deliver high quality, timely insights to our clients through a team-based approach. The Analyst role requires the candidate to demonstrate strong verbal, written and numerical skills, be competent at multi-tasking, comfortable working at a moderate to fast pace and keen to grow in the role. The Analyst will initially focus on managing our regular updates to clients through pitchbooks and data-led reports, while learning about our business. Over time the role will expand to include responding to adhoc queries from our stakeholders, setting up new reporting requirements, trouble-shooting any data and reporting issues. Responsibilities Include: Preparation of Strategy presentations comprising of:o Performance & Market valueo Analytics and characteristics of the portfolioo Details on Holdings in the portfolioPrepare of customized Client presentations for IS s review meetingsAnalysis of portfolios including positioning , analytics and performance resultsAssist with the preparation of client performance reports and investment review materials for new and existing clients and providing commentaries on performance driversAssist in preparation of any other communication Monitoring guidelines and adherence for internal/external managed portfolios Co-ordinate with Sales, Consultants and RFP teams to cater their requirementsAny other requirement of the IS Desired Candidate Profile: At least 2 3 years of experience in Asset Management, Investment banking support 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 quicklyGood Verbal and Written Communication skillsTime management skills & ability to multi-taskDelivery focus and detail-orientation with strong commitment to accuracySelf-starter and ability to work both independently and as a team playerUnderstanding of Equities and/or Fixed Income and the asset management business is a plusCFA/FRM candidature would be an added advantage Education: Strong educational credentials Shift Timing: EMEA (1pm to 10pm) ,

Keyskills :
fixed incomeclient reportingsales supportdata analysisms officeasset managementservice delivery