Duties: 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.

QUALIFICATIONS:

Minimum education and experience required: 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.

Skills Required: This position requires four (4) years of experience with the following: operational management of onboarding investment mandates including investment guidelines, objectives, and constraints for asset managers or an investment firm; evaluating the differences between regional accounting platforms country requirements; project management in institutional account onboarding, including setup of account structures and coordination of performance metrics; distinguishing between U.S. and non-U.S. mandates and the vehicle types that are available for the various types of investors. This position requires three (3) years of experience with the following: capital markets and their response to global economic changes; evaluating how economic factors impact the returns across different regions and asset classes; assessing the impact of capital market on the price sensitivity of equity, fixed income, and alternatives; analyzing investment performance and attribution using array formulas, nested functions, and financial functions; analyzing investment performance and attribution using VBA for automation, custom functions, and data manipulation; analyzing investment performance and attribution using data visualization, data integration with Power Query, pivot tables, and pivot charts; analyzing investment performance and attribution using data validation and error checking; fixed income markets, including the effects of spreads and interest rates on pricing; creating marketing materials from complex data analyses and portfolio insights; developing junior associates, setting objectives, and overseeing tasks; investment experience with insurance, pension, healthcare, endowment, and foundation sectors, including their operations, investment strategies, and investment challenges. This position requires two (2) years of experience with the following: performance and attribution using VLookup, HLookup, Index, Match Indirect, SUMIF, SUMIFS, and COUNTIF formulas and functions; collaborating with internal teams across global product groups to design client-specific investment guidelines; multiple investment strategies including public equity strategies that cover different countries, sectors, styles, and cap structure and fixed income strategies that cover government bonds, investment grade, high yield, emerging market debt, and currencies; describing the difference between equity, fixed income, and alternative strategies and how a portfolio is constructed; securing new business through pitches and tailored RFP responses; managing complex client relationships; using portfolio analytics tools for strategic client discussions; evaluating an enterprise analysis for healthcare organizations to assessing the objectives for various asset pools with different liquidity and risk profiles; integration of alternative assets including private equity and real estate into multi-asset portfolios. This position requires up to 25% domestic and international travel.

Job Location: 277 Park Ave, New York, NY 10072. This position requires up to 25% domestic and international travel..

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

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 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.