Wealth Management - Portfolio Solutions - Investment Specialist, Senior Ass at JPMC Candidate Experience page

New York, New York, United States -

Full Time

Start Date

Immediate

Expiry Date

16 Aug, 26

Salary

0.0

Posted On

18 May, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Analytical Skills, Client Support, Reporting, Product Development, Portfolio Construction, Investment Risk/Return Concepts, Excel, PowerPoint, Written Communication, Oral Communication, Interpersonal Skills, Detail Oriented, Project Coordination, Financial Market Analysis, Stakeholder Management, Workflow Automation

Industry

Financial Services

Description

As an Investment Specialist, Senior Associate in the Portfolio Solutions Multi-Asset Private Markets (MAPM) team, you will support the Global Alternative Investment Solutions business. The role will blend analytical, client-support, reporting, and content responsibilities, with exposure to product development initiatives and cross-functional coordination. The successful candidate will be highly organized, detail-oriented, proactive, and comfortable operating in a fast-paced environment with multiple simultaneous priorities. Job responsibilities: * Support business development efforts by working with team leaders to create, maintain, and quality-check client-facing and internal materials (pitchbooks, one-pagers, product updates, quarterly materials, talking points) * Assist in institutional client strategy execution by helping identify opportunities, compiling inputs, and coordinating internal stakeholders * Produce and coordinate recurring reporting and commentary across products, ensuring accurate and timely delivery * Coordinate with wealth management managed programs specialists to ensure alignment on messaging, materials, and execution * Support product development / launch execution by coordinating across stakeholders and partnering with legal, compliance, operations, finance, and other teams as needed * Identify opportunities to improve or automate manual workflows (e.g., reporting/data/content processes) where appropriate Required qualifications, capabilities and skills: * Clear, concise written and oral communication, with the ability to explain complex financial market and investment/product concepts to clients and stakeholders at all levels * Experience preparing client-facing materials, presentations, and reports related to financial markets * Highly organized with strong attention to detail; Ability to deliver results in a timely and accurate manner, frequently under tight deadline * Positive attitude and creative thinking – an ability to take direction from senior team members while recognizing when to challenge legacy processes and drive efforts for improvement * A working knowledge of portfolio construction as well as an understanding of investment risk/return concepts * Strong interpersonal skills; collaborative and team-oriented * Proficient in Excel & PowerPoint Preferred qualifications, capabilities and skills: * 3+ years of prior experience in the financial industry JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs [https://careers.jpmorgan.com/us/en/how-we-hire/faqs] for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

Responsibilities

Support the Global Alternative Investment Solutions business by creating client-facing materials and coordinating institutional client strategy execution. The role involves producing recurring reporting, supporting product launches, and automating manual workflows.