Job Description

The Multi-Asset Solutions group, a key segment within J.P. Morgan Asset Management, brings together a range of capabilities in managing more than $300 billion globally across a variety of investment solutions. The group has over 50 years of experience in managing multi-asset investment portfolios and direct security-based strategies to meet the investment management needs of institutional and retail clients.

The Investment Specialist Program Analyst on the Beta Strategy Multi Asset Solutions team is responsible for all commercial and client-facing activity within the investment team, partnering with portfolio managers, researchers, technologists, and other functions in growing the business. You will provide broad ranging support to ensure the IS team delivers the best possible service to both internal and external parties, primarily focusing on J.P. Morgan Asset Management’s tax-smart direct indexing capabilities. JPMorgan Asset Management offers a range of tax-managed equity strategies to financial intermediaries, seeking to provide equity market exposure while also implementing investor directed customization and enhanced tax management . These strategies represent one of the fastest growing components of JPMorgan Asset Management, with the firm’s Tax Smart SMA Platform now responsible for over $25bn in assets under management across 10,000+ individual client accounts. You will be focused on supporting the continued build out of our capabilities, including new opportunities across the United States.

Job responsibilities:

• Provide account updates, market updates, strategy changes, and responses to ad-hoc client queries to Senior Investment Specialists, who in turn would communicate the updates with clients or utilize the information for client meetings.
• Present materials for maintenance and development of client presentations (pitch books, portfolio reviews, etc.) as well as marketing materials. Your input and initiative will be critical as you will be expected to craft creative solutions for varying client needs. You will be partnering with portfolio managers and other investment specialists to develop and revise materials as appropriate.
• Support relationships with sales channels; serve as initial point of contact for questions from internal client advisors
• Create regular reports for clients to detail their investment positioning, performance, attribution, strategy outlook and market commentary. These include writing detailed portfolio and market commentary. You will partner with our portfolio management team and our Client Reporting teams in this role.
• Request for Proposals and questionnaires – you will be responsible for drafting initial responses to client deliverables including RFPs and monthly/quarterly/ad-hoc questionnaires. You will work with client advisors, their sales associates, marketing and RFP writers.
• Gather, analyze, and maintain a warehouse of information about our industry peers and their competitive products.

Required qualifications, skills and capabilities

• Ideal candidate has at least 1+ years of experience in the financial industry, preferably in Asset Management
• Ability to deliver results in a timely and accurate manner, frequently under tight deadlines
• Strong attention to detail and commitment to unsupervised follow-up
• Organizational skills and the ability to handle multiple simultaneous tasks are crucial elements in order to succeed in this role
• Strong communication skills – including strong written and verbal skills
• Executive presence, exceptional aptitude, positive energy, and confident demeanor
• Positive attitude and creative thinking – ability to take direction from team while recognizing when to challenge the status quo and drive efforts to improve processes
• Series 7, Series 63, SIE

Preferred qualifications, skills and capabilities:

• Proficient in Excel & PowerPoint (Python, VBA, Factset, Morningstar Direct, and Bloomberg knowledge are a plus)
• CFA designation or desire to pursue designation is preferred
• Working knowledge of multiple asset classes, including equities and fixed income is preferred
• Undergraduate degree is preferred
• Knowledge of equity or tax-managed strategies as a plus