Fixed Income Investment Specialist Support -Associate

Posted 16 Hours Ago
Be an Early Applicant
Mumbai, Maharashtra
Hybrid
Mid level
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role
As an Investment Specialist, you will focus on portfolio management and strategy design, preparing client presentations and performance reports, and analyzing portfolios. You'll coordinate with internal teams to ensure client needs are met and monitor compliance with guidelines.
Summary Generated by Built In

Job Description
You are a strategic thinker passionate about driving solutions in "Investments". You have found the right team
As an Investment Specialist within our dynamic team, you will spend each day defining, refining, and delivering set goals for our firm. You will be responsible for the overall portfolio, strategy design, reporting, and communications with the client.
Job Responsibilities

  • Prepare Strategy presentations comprising of performance & Market value , analytics and characteristics of the portfolio and 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 provide commentaries on performance drivers.
  • Assist in the preparation of any other communication.
  • Monitor guidelines and adherence for internal/external managed portfolios.
  • Coordinate with Sales, Consultants, and RFP teams to cater to their requirements.
  • Fulfill any other requirement of the IS


Required qualifications, capabilities and skills

  • Minimum 3 years of experience in financial markets
  • Understanding of Fixed Income and the asset management business
  • Proficient in python use including previous coding experience
  • 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
  • Good 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


Preferred qualifications, capabilities and skills

  • CFA/FRM candidature would be an added advantage


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

Python

What the Team is Saying

Nick S.
Lupe C.
Edwin T.
Dawn T.
Meng M.
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.

Gallery

Gallery
Gallery
Gallery
Gallery
Gallery
Gallery

JPMorganChase Teams

Team
Product + Tech
About our Teams

JPMorganChase Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

Typical time on-site: Flexible
Company Office Image
HQNew York, NY
SG
Bengaluru, Karnataka
Bournemouth, GB
Brooklyn, NY
Buenos Aires, Avaya
Chicago, IL
Dallas, TX
Dublin, IE
Glasgow, GB
Houston, TX
Hyderabad, Telangana
London, GB
Mumbai, Maharashtra
Philadelphia, PA
San Francisco, CA
Tampa, FL
Westerville, OH
Wilmington, DE
Learn more

Similar Jobs

Hybrid
Mumbai, Maharashtra, IND
289097 Employees
Hybrid
Mumbai, Maharashtra, IND
289097 Employees
Hybrid
Mumbai, Maharashtra, IND
289097 Employees
Hybrid
Mumbai, Maharashtra, IND
289097 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account