Asset Management – Investment Specialist Associate – Fixed Income at 241387-COMP & BEN ADMIN PROF FEES
241387-COMP & BEN ADMIN PROF FEES · Mumbai, India · Onsite
- Professional
- Office in Mumbai
You are a strategic thinker passionate about driving solutions in Fixed Income. You have found the right team.
As an Investment Specialist within our Fixed Income team , you will spend each day defining, refining and delivering set goals for our firm.
Job Responsibilities
- Prepare strategy presentations covering performance, market value, and portfolio analytics.
- Analyze portfolio characteristics and provide detailed insights on holdings.
- Develop customized client presentations for Investment Specialist review meetings.
- Evaluate portfolio positioning, analytics, and performance results.
- Assist in preparing client performance reports and investment review materials for new and existing clients.
- Provide commentaries on performance drivers and investment outcomes.
- Support the creation of various client communications as required.
- Monitor portfolio guidelines and ensure adherence for both internal and external managed portfolios.
- Coordinate with Sales, Consultants, and RFP teams to address their requirements.
- Collaborate with team members to fulfill any additional needs of the Investment Specialist.
- Deliver high-quality work with a strong commitment to accuracy and excellence.
Required qualifications, capabilities and skills
- At least 3 years of experience in financial markets.
- Demonstrate strong understanding of Fixed Income and the asset management business.
- Display strong quantitative and analytical skills, including data analysis and understanding of data flows.
- Show proficiency in MS Office (Excel, Word, PowerPoint).
- Maintain a proactive, positive approach and ability to learn concepts and procedures quickly.
- Communicate effectively with strong verbal and written skills.
- Manage time efficiently and handle multiple tasks simultaneously.
- Focus on delivery and detail-orientation with a commitment to accuracy.
- Work independently and as a collaborative team player.
- Engage proactively and connect with audiences across different seniority levels.
Preferred qualifications, capabilities and skills
- Hold a Master’s Degree from a recognized institute in Finance, Economics, or Business Administration.
- CFA or FRM candidature is an added advantage.
- Exhibit proficiency in Python, including previous coding experience.
About Company
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.
Company
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 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 for more information about requesting an accommodation.
