Asset Management - Insurance Investment Specialist - Associate
J.P. Morgan
Asset Management - Insurance Investment Specialist - Associate
Job Information
- Job Identification 210651514
- Job Category Client Advisory
- Business Unit Asset & Wealth Management
- Posting Date 29/07/2025, 18:19
- Locations 277 Park Ave, New York, NY, 10172, US 1111 Polaris Pkwy, Columbus, OH, 43240, US
- Job Schedule Full time
- Base Pay/Salary New York,NY $142,500.00-$170,000.00
Job Description
The Global Fixed Income, Currency and Commodities team (GFICC) at J.P. Morgan Asset Management is one of the world’s deepest and best-resourced fixed income managers, with expertise across all major fixed income sectors, including niche markets. Every investment decision in our fixed income solutions is underpinned by the proprietary research of a globally integrated team of sector specialists. Our shared research language, combining fundamental, quantitative valuation and technical inputs, facilitates the comparison of ideas across sectors and geographies. Global Fixed Income, Currency and Commodities manages a broad range of strategies, through funds and/or separate accounts, including broad market, long duration, stable value, intermediate high yield, emerging market debt, short and ultra-short duration, global bonds, structured products, mortgages and tax-aware strategies.
As an Investment Specialist within the team, you will play a crucial role in articulating the team's views, positions, and performance. You will assist in servicing existing relationships, pitching for new business, and developing marketing materials. Collaborating closely with portfolio managers, sales channels, other investment specialists, and internal support and operations groups, you must exhibit outstanding teamwork and communication skills.
Job Responsibilities:
- Analyzing portfolios including positioning, analytics and performance results
- Creating and maintaining client presentations, marketing, performance commentary, and other client communications
- Responding to ad-hoc requests from clients and internal groups
- Facilitating meetings, both external (client pitches and portfolio reviews) and internal (product development and strategy meetings)
- Partnering with client advisors on new business opportunities (represent fixed income capabilities in meetings, facilitate RFPs, pitch decks)
- Developing in-depth understanding of fixed income investment portfolios
Required qualifications, capabilities and skills
- 2+ years of experience with fixed income knowledge
- Interest in financial markets, economics and the insurance industry
- Bachelor’s degree
- Strong proficiency with PowerPoint slide creation and strong Excel skills required.
- Meet tight deadlines while possessing strong attention to detail
- Demonstrate ability to multi-task and re-prioritize quickly
- Written and verbal communication skills
- Quantitative skills - proficiency in basic financial calculations and high aptitude with numbers
- Adaptable, innovative, and results oriented, with excellent teamwork skills
- Series 7 & 63
Preferred qualifications, capabilities and skills
- Other computer skills a plus
About Us
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 for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
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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