Investment Specialist [Multiple Positions Available] - NYC Staffing : Job Details

JPMorgan Chase & Co. is seeking an Investment Specialist for a position based at 277 Park Ave, New York, NY 10072. This position requires up to 25% domestic and international travel.

Duties include:

• Responsible for complex onboarding for large institutional clients and coordinating with internal teams to set up necessary systems and protocols.
• Develop and maintain advanced reporting systems for investment guidelines, objectives, and constraints, enhancing data clarity and utility for clients and stakeholders.
• Coordinate efforts across global offices in the US, Mumbai, and EMEA to ensure seamless execution of client requirements and projects.
• Use advanced analytics to create compelling marketing content from complex data sets, supporting business development and client retention.
• Conduct strategic asset allocation analysis in compliance with multiple countries' regulations to optimize client portfolios.
• Clearly communicate complex investment results to clients, acting as the primary contact for investment performance discussions.
• Direct and oversee the partnership with the Mumbai office, ensuring alignment with company goals and efficient collaboration.
• Lead client relationships for large institutional clients, understanding their needs and providing tailored solutions to maintain and grow relationships.

This position requires up to 25% domestic and international travel.

Requirements include:

• Bachelor's degree in Finance, Mathematics, Economics, or related field of study plus 6 years of experience in the job offered or as Investment Specialist, Investment Associate/Analyst, Multi-Asset Solutions Specialist, Product Delivery, or related occupation.
• Four (4) years of experience with operational management of onboarding investment mandates including investment guidelines, objectives, and constraints for asset managers or an investment firm.
• Three (3) years of experience with capital markets and their response to global economic changes.
• Two (2) years of experience with performance and attribution using VLookup, HLookup, Index, Match Indirect, SUMIF, SUMIFS, and COUNTIF formulas and functions.

Full-time. Salary: $215,000 - $350,000 per year.

To apply for this position, please email your resume to [email protected] with the following job ID clearly indicated: [MR-IS-VVC-101827]. JPMorgan Chase & Co. is an Equal Opportunity and Affirmative Action Employer, M/F/D/V.