Tuesday , February 27 2024

JP Morgan Vacancies – Asset Management Sales Support

Website JP Morgan

Job Description:

J.P. Morgan’s Asset Management business manages investments and creates a strategic advantage for institutional and retail investors. It caters to the most sophisticated relationships in the industry, including top pension plans, insurance companies, sovereign wealth funds, endowments, foundations, central banks and other institutional investors. J.P. Morgan Funds are offered through direct and third-party distributors.

Job Responsibilities:

  • Assist with the preparation of material for strategy meets / business reviews / sales conferences
  • Understand current and new client relationships, their asset allocation preferences and assist in client review presentations
  • Coordinate and oversee key client Fund Panel/ Manager / Consultant Reviews
  • Create and manage presentations for sales pitches across JPMAM’s investment platforms
  • Coordinate the Request for Proposal process covering breadth of investment and solutions platforms
  • Partner with marketing teams on new product launch initiatives, client events and market research communications
  • Respond to client requests and manage client communications efforts
  • Oversee the coordination of key client meetings / events with clients and with JPM Investment Professionals attending relevant client meetings/conference and follow ups
  • On-boarding and oversight of new clients through the relevant due diligence and AML processes, monitor client reporting schedules
  • Maintenance of client /internal information in CRM tool, various databases, systems

Job Requirements:

  • Strong Quantitative and analytical skillsets (including data analysis and ability to understand data flows)
  • Understanding of Asset Management business (Investment Management, Mutual Funds, Managed Accounts, and/or Separate Accounts) preferable
  • Excellent communicator (written and verbal) with strong interpersonal skills. R eading, in Mandarin is a plus
  • Proficiency in MS Office product suite (Excel, Word, Access, and PowerPoint) required
  • Experience working with an industry recognized CRM platform (Salesforce) and data mining tools (Python, SQL, BO, etc.) is a plus
  • Ability to work independently and in a team-based environment, successfully and efficiently
  • Take initiative and develop creative solutions for solving problems
  • Interact and communicate confidently and effectively with all levels of management, including executive management of the firm, as well as external clients
  • Ability to handle large volumes of work and prioritize appropriately, meet tight deadlines, and possess strong attention to detail
  • Utilize qualitative and quantitative tools to analyze, synthesize and interpret information, and communicate it clearly and succinctly
  • Coordinate various data and information into effective messaging that resonates with internal and external clients
  • Possess a partnership mindset and engage with teams across the firm
  • Self-motivated, team player with strong work ethic
  • Ability to build relationships across global teams

Job Details:

Company: JP Morgan

Vacancy Type:  Full Time

Job Location: Siliguri, West Bengal, IN

Application Deadline: N/A

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