The Associate Investment Specialist role involves supporting portfolio management, preparing presentations and reports, and collaborating with the sales team to ensure client satisfaction.
Job Description
You are a strategic thinker passionate about driving solutions in Investment Specialist for Global Fixed Income, Currency and Commodities (GFICC). You have found the right team.
As an Investment Specialist Associate within our GFICC team in Asset Management, you will be responsible for supporting portfolio management desks, leveraging product and market expertise for client acquisition and retention, and ensuring the consistent accomplishment of organizational objectives.
Job Responsibilities
Required qualifications, capabilities and skills
Preferred qualifications, capabilities, and skills
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.
You are a strategic thinker passionate about driving solutions in Investment Specialist for Global Fixed Income, Currency and Commodities (GFICC). You have found the right team.
As an Investment Specialist Associate within our GFICC team in Asset Management, you will be responsible for supporting portfolio management desks, leveraging product and market expertise for client acquisition and retention, and ensuring the consistent accomplishment of organizational objectives.
Job Responsibilities
- Prepare strategy presentations covering performance, market value, analytics, portfolio characteristics, and holdings.
- Create customized client presentations for Investment Specialist review meetings.
- Analyze portfolios, including positioning, analytics, and performance results.
- Assist in preparing client performance reports and investment review materials, including commentaries on performance drivers.
- Support the preparation of various communications for clients and internal stakeholders.
- Monitor guidelines and adherence for internally and externally managed portfolios.
- Coordinate with Sales, Consultants, and RFP teams to address their requirements.
- Serve as an individual contributor, taking ownership of projects and driving them to successful completion.
- Collaborate closely with the global Investment Specialist team to provide comprehensive support.
Required qualifications, capabilities and skills
- At least 3 years of experience in financial markets.
- Strong understanding of Fixed Income and asset management business
- Strong quantitative and analytical skills, including data analysis and understanding data flows.
- Proficient in MS Office (Excel, Word, PowerPoint).
- Proactive and positive approach, with ability to learn concepts and procedures quickly.
- Excellent verbal and written communication skills.
- Strong time management skills and ability to multi-task.
- Delivery-focused and detail-oriented, with a strong commitment to accuracy.
- Self-starter, able to work independently and as part of a team.
- Well-organized, with a focus on meeting deadlines.
- Proficient in Python, with previous coding experience
Preferred qualifications, capabilities, and skills
- Python, with previous coding experience is preferable.
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.
Top Skills
MS Office
Python
Similar Jobs at JPMorganChase
Financial Services
The Software Engineer III role involves developing AI/ML solutions, maintaining production code, and enhancing system architecture while supporting the business objectives through agile methodologies.
Top Skills:
Ai/MlCloudDatabase Querying LanguagesModern Programming Languages
Financial Services
As a Reference Data Specialist, you will manage client onboarding, maintain accurate records, resolve queries, and support operations in a banking environment.
Top Skills:
ExcelMs Office Suite
Financial Services
The Vice President will build and operationalize a change management function, ensuring consistent adoption of new processes within the PXT organization. Responsibilities include defining frameworks, collaborating with partner functions, and driving commitment towards successful change while managing end-to-end processes.
What you need to know about the Boston Tech Scene
Boston is a powerhouse for technology innovation thanks to world-class research universities like MIT and Harvard and a robust pipeline of venture capital investment. Host to the first telephone call and one of the first general-purpose computers ever put into use, Boston is now a hub for biotechnology, robotics and artificial intelligence — though it’s also home to several B2B software giants. So it’s no surprise that the city consistently ranks among the greatest startup ecosystems in the world.
Key Facts About Boston Tech
- Number of Tech Workers: 269,000; 9.4% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Thermo Fisher Scientific, Toast, Klaviyo, HubSpot, DraftKings
- Key Industries: Artificial intelligence, biotechnology, robotics, software, aerospace
- Funding Landscape: $15.7 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Summit Partners, Volition Capital, Bain Capital Ventures, MassVentures, Highland Capital Partners
- Research Centers and Universities: MIT, Harvard University, Boston College, Tufts University, Boston University, Northeastern University, Smithsonian Astrophysical Observatory, National Bureau of Economic Research, Broad Institute, Lowell Center for Space Science & Technology, National Emerging Infectious Diseases Laboratories
