Investment Specialist (Maharashtra)

Investment Specialist (Maharashtra)

12 Aug
|
JPMorganChase
|
Maharashtra

12 Aug

JPMorganChase

Maharashtra

JOB DESCRIPTION You are a strategic thinker passionate about driving solutions in Investment Analysis You have found the right team As an Investment Specialist within our Global Fixed Income Currencies and Commodities team you will spend each day defining refining and delivering set goals for our firm You will be focused on growing the business through new clients expanding existing relationships and delivering new products as well as retaining current assets You will work with the team on prospective opportunities and supporting existing client relationships You will be responsible for the overall portfolio strategy design reporting and communications with the client Job Responsibilities Preparation of Strategy presentations comprising of Performance Market value Analytics and characteristics of the portfolio Details on Holdings in the portfolio Prepare customized Client presentations for IS s review meetings Analyze portfolios including positioning analytics and performance results Assist with the preparation of client performance reports and investment review materials for new and existing clients and providing commentaries on performance drivers Assist in preparation of any other communication Monitor guidelines and adherence for internal external managed portfolios Co-ordinate with Sales Consultants and RFP teams to cater their requirements Required qualifications capabilities and skills At least 2 years of experience in financial markets Strong quantitative and analytical skills including data analysis and ability to understand data flows Proficient in MS Office Excel Word PowerPoint Proactive positive approach Able to grasp learn concepts and procedures quickly Positive Verbal and Written Communication skills Time management skills ability to multi-task Delivery focus and detail-orientation with strong commitment to accuracy Self-starter and ability to work both independently and as a team player Understanding of Equities and or Fixed Income and the asset management business Shift Timing EMEA 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

📌 Investment Specialist (Maharashtra)
🏢 JPMorganChase
📍 Maharashtra

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