Investment Specialist
JPMorgan Chase & Co
MumbaiMumbai, MH, IN
13d ago

Business Overview :

JPMorgan Chase & Co. is a leading global financial services firm with assets of more than USD 2.4 trillion, over 250,000 employees and operations in over 60 countries.

It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and Community Banking.

JPMorgan Asset Management ("JPMAM") provides investment management products and services to institutional and individual investors worldwide.

It offers the full spectrum of investment strategies - from equity, cash management, fixed income, currency and asset allocation to alternative asset classes such as private equity, real estate and hedge funds.

Team Overview :

The US Equity Group equity team consists of more than 180 employees locatedin New York, London, Hong Kong and Mumbai. As of December 2018, the group manages USD 236 billion on behalf of a diverse client base of both retail and institutional investors.

Role Overview :

Investment Specialist Mumbai Analyst will be working closely with the Investment Specialist team to assist with the preparation of portfolio review material for clients and investors.

The analyst will develop an understanding of the investment processes associated with a variety of US Equities portfolios and will be expected to liaise with multiple groups within JPMAM.

The person must be very well organized with a focus on deadlines as well as having the flexibility to work to changing priorities and demands at short notice.

Key Responsibilities :

  • Work with Investment Specialist team to assist with the preparation of client performance reports and investment review materials for new and existing market initiatives
  • Prepare customized Client presentations for review meetings
  • Write market and fund level commentary
  • Analysis of portfolios including positioning, analytics and performance results
  • Responding to ad hoc data requests and reporting needs
  • Key Skills :

  • Post Graduate with atleast 2-3 years of experience in financial markets
  • Strong quantitative and analytical skills (including data analysis and ability to understand data flows)
  • Understanding of financial industry and the markets
  • Understanding of Equities (or any other asset class) & the Asset Management business is a plus
  • Self-motivated, confident and is a team player
  • Excellent written and verbal communications skills
  • Delivery focus and detail-orientation with strong commitment to accuracy
  • Good knowledge of Microsoft suite especially Excel / VBA, Power Point
  • CFA or persuing CFA would be an added advantage
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