Join a team-oriented team that empowers Advisors and clients with tailored investment solutions and market intelligence.

Leverage your asset class knowledge to deliver curated content, portfolio analytics, and timely updates.

Drive impactful client engagement by coordinating with global partners and specialists to provide cohesive investment information.

As an Investment Specialist within the Wealth Management Investment Solutions team, you educate Advisors on product attributes and portfolio positioning.

You curate and deliver content, answer advisor and client queries, and provide market updates across asset classes.

You coordinate with Specialists, Portfolio Managers, and partner teams to ensure consistent, high-quality information for clients and prospects.

Job Responsibilities

• Work with Client Advisors in educating them various attributes (e.g. asset allocation, performance, holdings etc.) of our products & portfolios. Additionally this team curates content for Advisors (e.g. prospecting, portfolio positioning, commentaries, portfolio analytics on underlying products)



and answers related advisor / client queries

• Allign to the respective asset classes like Fixed Income, Equities, Private Equity, Hedge Funds, Private Placements, Endowments & Foundations, etc. within Wealth management and are expected to know the asset class/client set they are supporting

• Provide Periodic updates consisting of market information, ratings changes, news, asset allocation studies etc. pertaining to our portfolios and funds

• Co-ordinate with Specialists and Portfolio managers to provide regular insights on the funds/strategies via manager calls or prospective events

• Author Request for Proposals (RFPs) covering and highlighting the breadth of our investment and solutions platforms. Co-ordinate Request for Information (RFIs) for Institutional and Wholesale clients / prospects

• Co-ordinate with Specialists, PMs, and other partner / service teams to deliver high qual

📌 Associate - Managed Solutions Specialist (Mumbai)
🏢 JPMorgan Chase
📍 Mumbai