JP Morgan Chase

Runs a consumer bank and an investment bank

Investment Specialist Associate - Multi Asset

Asset ManagementConfirmed live in the last 24 hours

Full-timeMumbai, Maharashtra, IndiaNo salary listedIn-person

About the Job

Requirements

At least 4 years of experience in asset management and investment banking support.
Excellent written and verbal communication skills.
Strong analytical and organizational skills, with high attention to detail and data accuracy.
Strong time management skills and ability to multitask.
Strong quantitative and analytical skills, including data analysis and understanding data flows.
Proficiency in Microsoft Office, including Excel, Word, and PowerPoint.
Strong automation skills.
Ability to learn concepts and procedures quickly.
Ability to work independently and collaboratively.
Comfort working in a fast-paced environment across multiple time zones.
Solid understanding of capital markets and familiarity with asset management, with an interest in market trends and dynamics.

Responsibilities

Prepare strategy presentations covering performance, market value, analytics, portfolio characteristics, and holdings.
Develop customized client presentations for Investment Specialist review meetings.
Analyze portfolios for positioning, analytics, and performance results.
Produce client performance reports and investment review materials for new and existing clients.
Draft performance commentaries highlighting key drivers.
Deliver regular client updates through pitchbooks and data-led reports.
Respond to ad hoc stakeholder queries with timely, accurate insights.
Implement new reporting requirements to support evolving client needs.
Troubleshoot data and reporting issues to ensure accuracy and continuity.
Monitor portfolio guidelines and adherence across internal and external managed portfolios.
Coordinate with Sales, Consultants, and Requests for Proposal teams to meet business requirements.

Desired Qualifications

Understanding of the multi-asset solutions business.
Coding experience.
CFA or FRM candidature.

You are a strategic thinker passionate about driving solutions in “Multi-Asset Portfolio Analytics & Client Reporting”. You have found the right team.

As “Multi-Asset Investment Specialist (Client Reporting & Portfolio Analytics) Professional” within our “ Multi-Asset Solutions” team, you will be responsible for setting and improving our organizational objectives, and ensuring their consistent accomplishment.

Job Responsibilities

Prepare strategy presentations covering performance, market value, analytics, portfolio characteristics, and holdings
Develop customized client presentations for Investment Specialist review meetings
Analyze portfolios for positioning, analytics, and performance results
Produce client performance reports and investment review materials for new and existing clients
Draft performance commentaries highlighting key drivers
Deliver regular client updates through pitchbooks and data-led reports
Respond to ad hoc stakeholder queries with timely, accurate insights
Implement new reporting requirements to support evolving client needs
Troubleshoot data and reporting issues to ensure accuracy and continuity
Monitor portfolio guidelines and adherence across internal/external managed portfolios
Coordinate with Sales, Consultants, and Requests for Proposal teams to meet business requirements

Required qualifications, capabilities and skills

At least 4years of experience in asset management and investment banking support
Excellent written and verbal communication skills
Strong analytical and organizational skills with high attention to detail and data accuracy
Strong time management skills and ability to multi-task
Strong quantitative and analytical skills, including data analysis and understanding data flows
Proficiency in Microsoft Office (Excel, Word, PowerPoint)
Strong automation skills
Proactive, positive approach with ability to learn concepts and procedures quickly
Self-starter and solution-oriented; able to work independently and as a team player
Comfortable working in a fast-paced environment across multiple time zones
Solid understanding of capital markets and familiarity with asset management; keen interest in market trends and dynamics

Preferred qualifications, capabilities and skills

Understanding of multi-asset solutions business
Coding experience
CFA/FRM candidature is an added advantage

About the Company

JP Morgan Chase

Runs a consumer bank and an investment bank

JPMorgan Chase runs the largest bank in the United States, which serves households and small businesses as Chase and large companies, governments, and investors as J.P. Morgan. During the 2008 financial crisis it bought the failing investment bank Bear Stearns and lender Washington Mutual, and in 2023 it took over First Republic Bank after regulators seized it. Chase takes deposits and earns interest on credit cards, mortgages, and car loans, while the investment side earns fees for advising on mergers, raising money for companies, trading stocks and bonds, and managing wealth. Formed in a 2000 merger, JPMorgan Chase traces its roots to 1799 and is based in New York City.

Company size: 10,001+
Company stage: IPO
Headquarters: New York City, New York
Founded: 1799

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