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Chase · 20 hours ago

Asset Management, Multi-Asset Solutions Investment Specialist, Vice President

270 Park Ave, New York, NY, 10017, US

Full-time

Onsite

Mid, Senior Level

$170K/yr - $246K/yr

5+ years exp

J.P. Morgan Asset Management is a leader in investment management and private banking solutions, and they are seeking a Vice President for their Multi-Asset Solutions team. This role involves supporting the US Advisory Models business through client-facing, analytical, and reporting work, with a focus on capital markets and asset allocation.

BankingFinancial Services

Responsibilities

Present market and investment insights covering macroeconomic trends, tactical asset allocation, and diversification strategies, while clearly articulating model portfolio views and positioning to both internal sales partners and external clients through various channels such as prospecting conversations, quarterly reviews, and CE webinars

Coverage for the investment specialist team, including meetings, client reporting, fielding inquiries from internal and external partners, and resolving them appropriately. Support relationships with the various US retail advisor sales channels; serve as primary point of contact for questions and inquiries related to the MAS retail business with a focus on Model Portfolios. Represent the team in strategic initiatives and projects

Respond to ad-hoc data requests and reporting needs efficiently and independently

Coordinate with Sales, Global Strategic Relationships and RFP teams to address client requirements using product expertise

Represent the Investment Solutions team and collaborate with other teams on various ad-hoc projects. Ensure consistent delivery of accurate and detailed information to clients and internal teams

Create high-quality written content on products and markets for client communications. Analyze client portfolios (returns, risk, performance attribution, etc.), create portfolio proposals, conduct analyses, and other ad-hoc client portfolio or business-related analysis

Prepare strategy presentations with detailed portfolio analysis, positioning, analytics, and performance results. This may include preparing customized client presentations for review meetings and managing client deliverables and representing the team for key models clients

Analyze portfolio data to support strategic decision-making

Communicate key selling points of products and market trends to stakeholders

Support the development and execution of organizational objectives

Training internal sales force – collaborate with sales teams to train and equip advisors with relevant market talking points, product knowledge, and implementation strategies

Qualification

Investment designPortfolio constructionMarket acumenSeries 7Series 63SIEOrganizational skillsIntellectual curiosityCoding experienceRelationship buildingTeamworkFlexibility

Required

A working knowledge of investment design and portfolio construction. Strong market acumen

The environment is fast-paced and demanding. Relationship building skills, flexibility, and teamwork across various teams within and outside the product group is required

5+ years of experience in the financial industry

Organizational skills and the ability to handle multiple simultaneous tasks are crucial elements to succeed in this role

Ability to deliver results in a timely and accurate manner, frequently under tight deadline

Intellectual curiosity - questioning the status quo

Series 7, Series 63, SIE required