Asset Management - Insurance Investment Specialist - Associate

Posted 2 Hours Ago
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New York, NY
Hybrid
Junior
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role
As an Investment Specialist, you will analyze portfolios, create client presentations, respond to ad-hoc requests, facilitate meetings, and partner with client advisors on new business opportunities, demonstrating strong communication skills and financial expertise.
Summary Generated by Built In

Job Description
The Global Fixed Income, Currency and Commodities team (GFICC) at J.P. Morgan Asset Management is one of the world's deepest and best-resourced fixed income managers, with expertise across all major fixed income sectors, including niche markets. Every investment decision in our fixed income solutions is underpinned by the proprietary research of a globally integrated team of sector specialists. Our shared research language, combining fundamental, quantitative valuation and technical inputs, facilitates the comparison of ideas across sectors and geographies. Global Fixed Income, Currency and Commodities manages a broad range of strategies, through funds and/or separate accounts, including broad market, long duration, stable value, intermediate high yield, emerging market debt, short and ultra-short duration, global bonds, structured products, mortgages and tax-aware strategies.
As an Investment Specialist, you will be a key member of the team and be expected to articulate the team's views, positions and performance. You will help in servicing existing relationships, pitching for new business and creating marketing materials. You will work closely with different groups including: portfolio managers, sales channels, other investment specialists, and internal support and operations groups. You must demonstrate excellent teamwork and communication skills.
Job Responsibilities:

  • Analyzing portfolios including positioning, analytics and performance results
  • Creating and maintaining client presentations, marketing, performance commentary, and other client communications
  • Responding to ad-hoc requests from clients and internal groups
  • Facilitating meetings, both external (client pitches and portfolio reviews) and internal (product development and strategy meetings)
  • Partnering with client advisors on new business opportunities (represent fixed income capabilities in meetings, facilitate RFPs, pitch decks)
  • Developing in-depth understanding of fixed income investment portfolios


Required qualifications, capabilities and skills

  • 1-3 years of experience with fixed income knowledge
  • Interest in financial markets, economics and the insurance industry
  • Bachelor's degree
  • Strong proficiency with PowerPoint slide creation and strong Excel skills required.
  • Meet tight deadlines while possessing strong attention to detail
  • Demonstrate ability to multi-task and re-prioritize quickly
  • Written and verbal communication skills
  • Quantitative skills - proficiency in basic financial calculations and high aptitude with numbers
  • Adaptable, innovative, and results oriented, with excellent teamwork skills
  • Series 7 & 63


Preferred qualifications, capabilities and skills

  • Other computer skills a plus


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. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and 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.

What the Team is Saying

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The Company
HQ: New York, NY
289,097 Employees
Hybrid Workplace
Year Founded: 1799

What We Do

JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands.

Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products.

Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com.

©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.

Why Work With Us

Our technologists work on a diverse range of solutions that include strategic technology initiatives, big data, mobile, electronic payments, machine learning, cybersecurity, enterprise cloud development, and other state-of-the-art technologies.

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