Chase · 3 days ago
Asset Management, Multi-Asset Solutions Investment Specialist, Associate
270 Park Ave, New York, NY, 10017, US
Full-time
Onsite
Entry Level
$150K/yr - $170K/yr
2+ years expChase is a leading financial institution offering innovative financial solutions. The Investment Specialist Program Associate on the Beta Strategy Multi Asset Solutions team is responsible for all commercial and client-facing activity, partnering with various teams to enhance J.P. Morgan Asset Management's tax-smart direct indexing capabilities.
BankingFinancial Services
Responsibilities
Provide account updates, market updates, strategy changes, and responses to ad-hoc client queries to Senior Investment Specialists, who in turn would communicate the updates with clients or utilize the information for client meetings
Present materials for maintenance and development of client presentations (pitch books, portfolio reviews, etc.) as well as marketing materials. Your input and initiative will be critical as you will be expected to craft creative solutions for varying client needs. You will be partnering with portfolio managers and other investment specialists to develop and revise materials as appropriate
Support relationships with sales channels; serve as initial point of contact for questions from internal client advisors
Create regular reports for clients to detail their investment positioning, performance, attribution, strategy outlook and market commentary. These include writing detailed portfolio and market commentary. You will partner with our portfolio management team and our Client Reporting teams in this role
Request for Proposals and questionnaires – you will be responsible for drafting initial responses to client deliverables including RFPs and monthly/quarterly/ad-hoc questionnaires. You will work with client advisors, their sales associates, marketing and RFP writers
Gather, analyze, and maintain a warehouse of information about our industry peers and their competitive products
Qualification
Required
Ideal candidate has at least 2+ years of experience in the financial industry, preferably in Asset Management
Ability to deliver results in a timely and accurate manner, frequently under tight deadlines
Strong attention to detail and commitment to unsupervised follow-up
Organizational skills and the ability to handle multiple simultaneous tasks are crucial elements in order to succeed in this role
Strong communication skills – including strong written and verbal skills
Executive presence, exceptional aptitude, positive energy, and confident demeanor
Positive attitude and creative thinking – ability to take direction from team while recognizing when to challenge the status quo and drive efforts to improve processes
Series 7, Series 63, SIE
Preferred
Proficient in Excel & PowerPoint (Python, VBA, Factset, Morningstar Direct, and Bloomberg knowledge are a plus)
CFA designation or desire to pursue designation is preferred
Working knowledge of multiple asset classes, including equities and fixed income is preferred
Undergraduate degree is preferred
Knowledge of equity or tax-managed strategies as a plus
Benefits
Comprehensive health care coverage
On-site health and wellness centers
A retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching
Company
Chase
Chase provides broad range of financial services. It is a sub-organization of JP Morgan Chase.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Mike McDonnell
Managing Director, Head of Chase Travel Platform Product
Nicole Sanchez
Managing Director, Consumer Bank, GM and Product Executive, Growth Financial Products
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