hireejobs
Register for Job
Hyderabad Jobs
Banglore Jobs
Chennai Jobs
Delhi Jobs
Ahmedabad Jobs
Mumbai Jobs
Pune Jobs
Vijayawada Jobs
Gurgaon Jobs
Noida Jobs
Oil & Gas Jobs
Banking Jobs
Construction Jobs
Top Management Jobs
IT - Software Jobs
Medical Healthcare Jobs
Purchase / Logistics Jobs
Sales
Ajax Jobs
Designing Jobs
ASP .NET Jobs
Java Jobs
MySQL Jobs
Sap hr Jobs
Software Testing Jobs
Html Jobs
IT Jobs
Logistics Jobs
Customer Service Jobs
Airport Jobs
Banking Jobs
Driver Jobs
Part Time Jobs
Civil Engineering Jobs
Accountant Jobs
Safety Officer Jobs
Nursing Jobs
Civil Engineering Jobs
Hospitality Jobs
Part Time Jobs
Security Jobs
Finance Jobs
Marketing Jobs
Shipping Jobs
Real Estate Jobs
Telecom Jobs

Analyst,

2.00 to 4.00 Years   Mumbai City   14 Mar, 2022
JPMorgan
Job LocationMumbai City
EducationNot Mentioned
SalaryNot Disclosed
IndustryBanking / Financial Services
Functional AreaOperations Management / Process Analysis
EmploymentTypeFull-time

Job Description

    About Wealth ManagementWith 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. Our teams deliver 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.Role OverviewWe are looking for a dynamic individual, with excellent communication and analytical skills to become an integral part of our goals- based planning team. The role will involve close partnership with Wealth Management advisors to facilitate goals-based conversations utilizing the full breadth of analytical modeling tools available to them.Key Responsibilities:
    • Advise on usage of analytical, wealth planning tools to better enable advisor teams to engage with clients and prospects in goals-based advice
    • Guide advisor teams on how to structure and present wealth planning analyses in a simple-to-understand, conversational manner
    • Become a subject-matter expert on J.P. Morgan wealth planning tools, sophisticated modelling, and concepts including asset allocation, goals-based planning, cash flows, tax considerations, entity and account structures, currency references, and more
    • Help train and answer queries from Advisor teams related to tools and goals-based conversations
    Subsequent work could include:
    • Create bespoke analyses in unique and complex client situations
    • Manage and update PowerPoint templates for the tools as well as particular client situations and case studies advisor teams use
    • Serve as a team representative and subject matter expert to explain analyses and make recommendations to clients
    • Assist model owners in supporting tool upkeep including meeting risk and review requirements for all models and tools
    Essential Skills & Experience:
    • 2-4 years of work experience in the financial services industry preferred
    • Bachelor s degree from a top university, preferably in a quantitative discipline such as finance, economics, statistics, mathematics, engineering, or a related field
    • Master s degree and/or progress toward the CFA or CFP designation is a plus
    • Strong written and verbal communication skills
    • Excellent computer skills, including Excel and PowerPoint
    • Advanced knowledge of statistics and Monte Carlo Simulation
    • Exceptional problem-solving skills and quantitative/mathematical aptitude, with the ability to ask questions and understand the true nature of the problem presented
    • Comfortably uses numbers to provide guidance to advisor teams (and subsequently, their clients) in a compelling manner
    • Experience communicating complex analyses in a client-friendly way
    • Deep knowledge of and keen interest in financial markets and investments
    • Ability to learn and adapt quickly and complete open-ended, complex projects
    • Hard-working with ability to perform under pressure and multitask
    • Flexible and team-oriented with a focus on efficiency and process improvement
    • Excellent attention to detail
    ,

Keyskills :
high net worth individualscase studiesprivate bankmodeling toolscomputer skillsproblem solvingasset allocationwealth managementanalytical skillscredit managementfinancial marketscomm

APPLY NOW

Analyst, Related Jobs

© 2019 Hireejobs All Rights Reserved