You are a strategic thinker passionate about driving solutions in Multi-Asset Portfolio Analytics &

- Client Reporting . You have found the right team.

As Multi-Asset Investment Specialist (Client Reporting &

- Portfolio Analytics) Professional within our Multi-Asset Solutions team, you will be responsible for setting and improving our organizational objectives, and ensuring their consistent accomplishment.

Job Responsibilities

- Prepare strategy presentations covering performance, market value, analytics, portfolio characteristics, and holdings

- Develop customized client presentations for Investment Specialist review meetings

- Analyze portfolios for positioning, analytics, and performance results

- Produce client performance reports and investment review materials for new and existing clients

- Draft performance commentaries highlighting key drivers

- Deliver regular client updates through pitchbooks and data-led reports

- Respond to ad hoc stakeholder queries with timely, accurate insights

- Implement new reporting requirements to support evolving client needs

- Troubleshoot data and reporting issues to ensure accuracy and continuity

- Monitor portfolio guidelines and adherence across internal/external managed portfolios

- Coordinate with Sales, Consultants, and Requests for Proposal teams to meet business requirements

Required qualifications, capabilities and skills

- At least 4years of experience in asset management and investment banking support

- Excellent written and verbal communication skills





- Strong analytical and organizational skills with high attention to detail and data accuracy

- Strong time management skills and ability to multi-task

- Strong quantitative and analytical skills, including data analysis and understanding data flows

- Proficiency in Microsoft Office (Excel, Word, PowerPoint)

- Robust automation skills

- Proactive, positive approach with ability to learn concepts and procedures quickly

- Self-starter and solution-oriented; able to work independently and as a team player

- Comfortable working in a fast-paced environment across multiple time zones

- Solid understanding of capital markets and familiarity with asset management; keen interest in market trends and dynamics

Preferred qualifications, capabilities and skills

- Understanding of multi-asset solutions business

- Coding experience

- CFA/FRM candidature is an added advantage

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.

Role: Investment Banking Associate,

Industry Type: Financial Services,

Department: BFSI, Investments &

- Trading,

Employment Type: Full Time, Permanent

Role Category: Investment Banking, Private Equity &

- VC

Education

UG: Any Graduate

PG: Any Postgraduate

Key Skills market trendsdata analysisbusiness requirementsasset managementinvestment bankinganalytical skillscapital marketsclient reportingbankinganalyticsmicrosoft officeautomationclient presentationscfacommunication skills

📌 Associate - Investment Specialist - Multi Asset (Mumbai)
🏢 JPMorgan Chase Bank
📍 Mumbai