JPMorganChase · 4 days ago
Investment Specialist [Multiple Positions Available]
New York, NY
Full-time
Onsite
Entry, Mid Level
$155K/yr - $160K/yr
2+ years expJPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers and businesses. They are seeking an Investment Specialist to conduct research and analysis on investment products for high net worth individuals in Latin America, providing tailored investment advice and solutions while communicating in Spanish.
Asset ManagementBankingFinancial Services
Responsibilities
Conduct research and analysis on different scenarios, asset classes, and investment products in order to provide investment advice and solutions to high net worth individuals in Latin American countries
Develop investment policy statements, conduct investment reviews with clients, and provide advice on asset allocation and markets insights, using the Spanish language to communicate with clients
Support sales efforts made by senior investors
Assist bankers to win new clients and strengthen existing client relationships by speaking clients' native Spanish
Assist with trade idea generation and execution across asset classes and lines of business (LOBs)
Conduct investment reviews in Spanish to validate the clients' current investment objectives, and prepare written recommendations (in the Spanish language) for appropriate investment products
Develop investment policy statements and advise on asset allocation
Close sales of complex investment products
Support coordination of sales effort with Capital Advisors, Trust Officers, and Wealth Advisors
Focus on qualified purchaser clients and act as primary resource for investment communication
Build working relationships with internal clients
Adhere to internal and external policies and procedures regarding securities transactions and code of conduct
Provide guidance to junior staff
Qualification
Required
Bachelor's degree in Economics, Business, Finance, or related field of study plus two (2) years of experience in the job offered or as Investment Specialist/Analyst, or related occupation
Two (2) years of experience with articulating financial planning strategies and investment solutions to current and prospective high net worth clients in Latin American countries
Two (2) years of experience with private banking services including investments, mortgages, loans and trust and estates
Two (2) years of experience with constructing private banking client profiles and wealth portfolios based on current economic conditions
Two (2) years of experience with global practices within the private banking industry
Two (2) years of experience with cross-border banking regulations and laws applied to financial planning
Two (2) years of experience with analyzing legal documents related to finance and estate planning in Latin American countries, in accordance with the respective countries' laws and regulations
Two (2) years of experience with Know Your Customer (KYC) industry-wide practices
Two (2) years of experience with endowment and foundation clients and operations
Two (2) years of experience with creating presentations for clients using Microsoft PowerPoint and Adobe Acrobat PDF Pro
Two (2) years of experience with running portfolio analysis and financial modeling using Microsoft Excel
Two (2) years of experience with accessing economic news, financial market data/analytics, and price quotes using Bloomberg Terminal
Two (2) years of experience with internal pricing tools
Two (2) years of experience with comparing potential allocation strategies and generating multi-period projections based on complex market conditions using Monte Carlo Simulation analysis
Two (2) years of experience with VBA programming
Oral, auditory, and written fluency in the Spanish language
License(s): Series 7; SIE; and Series 63
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
JPMorganChase
With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets.
10001+ employees
H1B Sponsorship
JPMorganChase has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3471)
2024 (3469)
2023 (3395)
2022 (3594)
2021 (2515)
2020 (2495)
Funding
Current Stage
Public CompanyTotal Funding
unknown1998-02-01IPO
Leadership Team
Allison Beer
CEO of Card Services and Connected Commerce
Dan Mendelson
CEO, Morgan Health
Recent News
2026-01-23
2026-01-22
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