Job Description

J.P. Morgan Asset Management is committed to providing exceptional service to our clients and business partners. Our sales and client service teams, marketing support, and product specialists, are dedicated to the support of our clients and leverage the capabilities of our global firm to deliver to our clients. Our Sales teams help our clients build stronger portfolios, for institutions, intermediaries and individuals alike. Our clients face an infinite set of portfolio building challenges. We meet them with a singular focus: to offer investment solutions designed to achieve their goals in the way that’s best for them.

As an Associate / Analyst in the Sales Support Team, you will support our Taiwan Institutional Business.

Job responsibilities:

• Manage the overall administrative affairs of sales team and work closely with sales to provide high quality of client service.
• Coordinate and assist with events planning, client training, regular/ad-hoc client meeting.
• Provide sales support through preparing sales reports, product and market reports and analysis.
• Prepare regular and ad-hoc client reports on a regular basis. Produce performance attribution, contribution and dispersion analysis reporting.
• Prepare and translate pitch book, presentations and reports (English to Chinese and vice versa).
• Review and identify ways to streamline sales and operation processes on an on-going basis.
• Represent Institutional Sales team on various internal projects meetings. Understand the potential business/client impact on various initiatives and proactively work with stakeholders to resolve the issues and improve business operating model.

Required qualifications, capabilities and skills:

• University graduate in Business, Finance and/or related discipline.
• 4 years of experience in financial industry.
• Ability to interact and communicate effectively at all levels within an organization.
• Highly proactive, organized and detail-oriented. Ability to work in a high pressure environment with tight deadlines. Ability to multi-task while delivering results with quality.
• Strong audit and controls mindset.
• Strong knowledge of Microsoft Office.
• Excellent communications in both English and Chinese (spoken and written) as essential requirement for the client coverage.

Preferred qualifications, capabilities, and skills

• Asset Management business background.
• Candidate with less experience will be considered as Analyst.
• Familiar with Lipper, Bloomberg is an advantage.

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.