Job Description

Join our team as an Investment Specialist in our Japan Business and be part of a dynamic environment where client satisfaction is paramount.

As an Investment Specialist in the team, you will serve as the primary business partner to the investment team, acting as the bridge between portfolio management, client-facing teams, and investors. You will support business development, client retention, product strategy, and investment communications for Equity and Multi-Asset strategies in Japan. The role requires strong investment knowledge, client engagement capabilities, and the ability to communicate portfolio insights to a wide range of audiences.

Job Responsibilities

• Partner with Portfolio Managers and global Investment Specialists to develop and execute business, product, and distribution strategies for Equity and Multi-Asset investment solutions in Japan.
• Serve as the primary representative of investment strategies to internal and external stakeholders, including institutional investors, intermediaries, and distribution partners.
• Partner with Client Advisors to support business development activities, including client presentations, conferences, roadshows, seminars, and training events.
• Develop and maintain strong relationships with clients and prospects by providing investment insights, portfolio positioning updates, and market commentary.
• Conduct quarterly and annual investment reviews and ensure clients receive timely, accurate, and relevant portfolio information.
• Coordinate the onboarding and implementation of new institutional and sub-advised mandates, working closely with internal stakeholders to ensure a seamless client experience.
• Oversee the preparation and delivery of portfolio reports, fund commentaries, and performance-related materials in partnership with investment, product, and reporting teams.
• Collaborate with sales and distribution teams to identify commercial opportunities, develop tactical business plans, and support long-term growth objectives.
• Support product development initiatives, competitive analysis, and strategic projects that enhance investment capabilities and client outcomes.
• Maintain the highest standards of fiduciary responsibility, risk management, and regulatory compliance in all client and business activities.

Required Qualifications, Capabilities, and Skills

• Extensive experience in investment management, investment advisory, product strategy, or related investment functions.
• Strong knowledge of Multi-Asset strategies, or deep expertise in a single asset class with a demonstrated interest in expanding into Multi-Asset investing.
• Excellent communication and presentation skills, with the ability to engage audiences ranging from investment professionals to less experienced investors.
• Strong client-facing skills and the ability to build credibility and trust with clients, portfolio managers, and business partners.
• Demonstrated ability to operate with integrity, sound judgment, and a fiduciary mindset.
• Strong analytical, problem-solving, and organizational skills.
• Ability to manage multiple priorities and deliver high-quality work in a fast-paced environment.
• Advanced proficiency with Bloomberg, Microsoft Excel, and Microsoft PowerPoint.
• Fluency in Japanese and English, both written and spoken.

Preferred Qualifications, Capabilities, and Skills

• Experience as an Investment Specialist, Product Manager, Investment Consultant, Portfolio Manager, or in a related investment-facing role.
• Experience supporting institutional and intermediary client relationships.
• CFA designation or equivalent professional investment qualification.
• Programming or data-analysis capabilities, including Python, are a plus.
• Experience leveraging data, automation, or AI-enabled tools to enhance investment analysis, client engagement, reporting processes, or business efficiency.
• Strong interest in emerging technologies and their application within the asset management industry.

J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world’s most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.

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.