Managed Solutions Investor Relations Analyst

Job Description

We are seeking a motivated Analyst to join our Managed Solutions Investor Relations team within the Private Bank - Investment Solutions group. Youll play a key role in managing Advisor relationships, providing investment insights, and enhancing client experiences. This is an excellent opportunity to develop your skills in a fast-paced environment.

As an Analyst within the Managed Solutions Investor Relations team, you will support the Portfolio Specialist teams and execute key deliverables across Managed Solutions. You will assist in advisor/investor communications and strategic initiatives for discretionary portfolios. Your role will be pivotal in enhancing the advisor/client experience for one of the largest global wealth managers.

Job Responsibilities

• Serve as a resource to educate and provide information to the sales force on a large number of funds/strategies on the global Private Bank platform.
• Prioritize and respond to a high volume of advisor inquiries across multiple channels (e-mail, phone, instant messenger)
• Leverage knowledge about our investment’s solutions, the markets, and views from Portfolio Managers and the Chief Investment Office to assist in writing portfolio commentary.
• Work with senior team members to develop and drive initiatives aimed at improving the advisor/client experience (both internal & external), including increasing the efficiency of information flow and communication channels between different areas of the business
• Oversee quality control checks to ensure data integrity and accuracy for content created by the team
• Assist in developing and updating presentations and marketing materials for clients and internal meetings.
• Liaise with internal stakeholders (due diligence, finance, compliance, business management, etc.) on a variety of initiatives, including regulatory, technology, etc.
• Handling Advisor and Client needs (inbox management, questions, reporting needs, corporate actions, etc.) Work on time sensitive ad-hoc analysis and projects.
• Identify opportunities to enhance processes and workflows to improve efficiency and client satisfaction.
  
  

Required Qualifications, Capabilities, And Skills

• Bachelors degree in Finance, Economics, Business Administration, or a related field;
• Extensive knowledge and experience in the Investments domain or Global markets.
• Excellent analytical and quantitative skills, with proficiency in business writing.
• Strong written and verbal communication skills, with the ability to present complex information clearly and concisely.
• Ability to work collaboratively in a fast-paced, dynamic environment and interpret complex data to provide actionable insights.
• Proficiency in Microsoft Office Suite and familiarity with financial software and databases like Bloomberg and FactSet.
• High level of accuracy and attention to detail, with strong organizational skills to manage multiple tasks and meet deadlines.
  
  

Preferred Qualifications, Capabilities, And Skills

• CFA Level I, CAIA are a plus
• Masters degree and 1+ years of relevant work experience in investment management, financial analysis, or a related field
  
  

About Us

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.

About The Team

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.

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