Asset Management - Sales Support - Analyst / Associate

Job Description

J.P. Morgan Asset Management is a global leader in Investment and Wealth Management services with assets under management of $2.1 trillion.J.P. Morgan s Asset Management business manages investments and creates a strategic advantage for institutional and retail investors. It caters to the most sophisticated relationships in the industry, including top pension plans, insurance companies, sovereign wealth funds, endowments, foundations, central banks and other institutional investors. J.P. Morgan Funds are offered through direct and third-party distributors. It offers complete spectrum of investment strategies, including equity, multi-asset, fixed income, currency, real estate, hedge funds, and private equity.Team Description:Sales Support function is an integral part of the Asset Management Distribution group. The analyst will be responsible to provide a fully integrated center of relationship intelligence, connecting all touch points across the client lifecycle - to help drive sales performance and deliver a purposeful client experience.The India Sales Support team works closely with client advisors, financial advisors, relationship managers and global sales support teams to help facilitate the process. The role also requires coordinating with various internal teams (Client Service, Marketing, Product, Finance, MIS/Business Intelligence and Technology) to be able to provide holistic coverage across the cycleWe are looking for candidate to join our Institutional and Funds Sales Support Team. The individual will provide support for all facets of the sales, business development, relationship management and retention process:

• Research trends within the distribution channel universe; staying well-informed of industry developments, regulatory changes and the implications for clients portfolios
• Assist with the preparation of material for strategy meets / business reviews / sales conferences
• Understand current and new client relationships, their asset allocation preferences and assist in client review presentations
• Coordinate and oversee key client Fund Panel/ Manager / Consultant Reviews
• Create and manage presentations for sales pitches across JPMAMs investment platforms
• Coordinate the Request for Proposal process covering breadth of investment and solutions platforms
• Partner with marketing teams on new product launch initiatives, client events and market research communications
• Respond to client requests and manage client communications efforts
• Oversee the coordination of key client meetings / events with clients and with JPM Investment Professionals attending relevant client meetings/conference and follow ups
• On-boarding and oversight of new clients through the relevant due diligence and AML processes, monitor client reporting schedules
• Maintenance of client /internal information in CRM tool, various databases, systems
• Standard Reporting and Ad hoc support responsibilities across the business channels and management
• Gain an understanding of the sales process to better align requirements to the changing business scenarios
• Support of sales and marketing sales strategy delivery
• Supporting the Marketing head including but not limited to:

• Event management including, invitation and RSVP management
• Co-ordination of content and production of various marketing materials
• Co-ordination and posting of social media updates

Qualifications:

• MBA/CFA with relevant industry experience and knowledge of sales process.
• Strong Quantitative and analytical skillsets (including data analysis and ability to understand data flows)
• Understanding of Asset Management business (Investment Management, Mutual Funds, Managed Accounts, and/or Separate Accounts) preferable
• Excellent communicator (written and verbal) with strong interpersonal skills
• Proficiency in MS Office product suite (Excel, Word, Access, and PowerPoint) required
• Experience working with an industry recognized CRM platform (Salesforce) and data mining tools (Python, SQL, BO, etc.) is a plus

Skills:

• Effective planning and time management skills to meet strict deadlines or changing priorities (able to self-prioritize and set expectations of others accordingly)
• Professional and industrious attitude, possessing energy and confidence to complete projects with limited supervision
• Ability to work independently and in a team-based environment, successfully and efficiently
• Take initiative and develop creative solutions for solving problems
• Interact and communicate confidently and effectively with all levels of management, including executive management of the firm, as well as external clients
• Ability to handle large volumes of work and prioritize appropriately, meet tight deadlines, and possess strong attention to detail
• Utilize qualitative and quantitative tools to analyze, synthesize and interpret information, and communicate it clearly and succinctly
• Coordinate various data and information into effective messaging that resonates with internal and external clients
• Possess a partnership mindset and engage with teams across the firm
• Self-motivated, team player with strong work ethic
• Ability to build relationships across global teams

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Keyskills :
new product launchwealth management servicesms officedata mininghedge fundssocial mediamutual fundsfixed incomeglobal salesdata analysissales supportsales processdue diligence