Chase · 14 hours ago
Asset Management- Hedge Fund Investment Specialist - Program Associate
390 Madison Ave, New York, NY, 10017, US
Full-time
Onsite
Mid Level
$135K/yr - $150K/yr
3+ years expChase is a leading financial institution offering innovative financial solutions. As an Investment Specialist Associate in the J.P. Morgan Alternative Asset Management team, you will serve as the main point-of-contact for clients and support business development efforts in a fast-paced environment.
BankingFinancial Services
Responsibilities
Serve as the main point-of-contact for our clients, prospects, and J.P. Morgan Asset Management’s Client Advisors
Create and implement a marketing and social media strategy in partnership with team leaders and J.P. Morgan Asset Management Marketing
Help support business development efforts by working closely with team leaders to develop compelling marketing materials and thought leadership pieces for external and internal audiences
Drive coordination across the Hedge Fund Solutions Investment Specialist team globally
Produce and review regular reporting and commentary on client portfolios
Collaborate with various teams to support data enrichment and automation efforts to enhance sales and marketing processes
Support senior team members with ad-hoc tasks and client deliverables
Assist in the preparation for portfolio reviews with existing clients including creation of materials
Contribute to and own high-profile projects and business initiatives as needed
Respond to client queries and formal Requests for Proposal
Qualification
Required
3+ years' relevant experience
Bachelors Degree in Finance, Economics or related field
Intense attention to detail
Outstanding work ethic and commitment to success
Demonstrated interest in markets and hedge fund investments
Proactive mindset and ability to anticipate questions and team needs
Superior excel and PowerPoint skills
Strong written and verbal communication skills
Well organized work style
Comfortable understanding of investment risk and return statistics
Preferred
Progress toward CAIA and/or CFA a plus
Python experience 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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