Associate - Investment Specialist - Multi Asset
JPMorgan · Banking & Financial Services
- Mumbai, Maharashtra, India
- On-site
- Posted today
- Apply by 27 Oct
- Finance & Accounting
About the job
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