Upload Button Icon Add office photos
Engaged Employer

i

This company page is being actively managed by JPMorgan Chase & Co. Team. If you also belong to the team, you can get access from here

JPMorgan Chase & Co. Verified Tick

Compare button icon Compare button icon Compare
4.0

based on 6k Reviews

filter salaries All Filters

689 JPMorgan Chase & Co. Jobs

Analyst - Investment Specialist

1-5 years

₹ 14.35 - 24L/yr (AmbitionBox estimate)

tooltip
This is an estimate of the average salary range for this position. It has not been reviewed by the company, and the actual salary may differ.

Mumbai

1 vacancy

Analyst - Investment Specialist

JPMorgan Chase & Co.

posted 13hr ago

Job Description

The Multi-Asset Solutions team designs and manages multi-asset class portfolios, integrating the breadth and depth of investment talent within J.P. Morgan Asset Management, and drawing on its proprietary quantitative and qualitative research capabilities, strategy and security selection, asset allocation and risk-focused portfolio management expertise. Widely regarded as a pioneer in asset allocation, Multi-Asset Solutions has a 50-year history of helping clients meet their objectives though an appropriate strategic asset allocation framework, active asset allocation and manager alpha.
As an Investment Specialist professional in our Asset Management Multi-Asset Solutions team, you will focus on growing the business through new clients, expanding existing relationships and delivering new product, as well as retaining current assets. You will be part of a team maintains a strong communication framework to provide new and existing clients with detailed and regular insights. You will work with the team on prospective opportunities and supporting existing client relationships. You will initially focus on managing our regular updates to clients through pitchbooks and data-led reports, while learning about our business. Over time you will respond to adhoc queries from our stakeholders, setting up new reporting requirements, trouble-shooting any data and reporting issues.
Job Responsibilities
  • Preparation of Strategy presentations comprising of Performance & Market value, Analytics and characteristics of the portfolio and details on Holdings in the portfolio
  • Preparation of customized Client presentations for Investment Specialist s review meeting
  • Analysis of 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 providing commentaries on performance drivers
  • Assist in preparation of any other communication
  • Monitoring guidelines and adherence for internal/external managed portfolios
  • Co-ordinate with Sales, Consultants and Requests for Proposal teams to cater their requirements
Required qualifications, capabilities and skills
  • At least 1 year of experience in Asset Management and Investment banking support
  • Excellent communication (written and verbal), analytical, and organizational skills. Detail-oriented, organized, and exhibit a meticulous approach to work, ensuring data accuracy. Time management skills & ability to multi-task
  • Strong quantitative and analytical skills (including data analysis and ability to understand data flows). Proficient in Microsoft Office (Excel, Word, PowerPoint)
  • Strong automation skills.
  • Proactive and positive approach with an ability to grasp/learn concepts and procedures quickly
  • Self-starter and solution-orientated with an ability work independently and as a team player
  • Comfortable working in a fast-paced environment across multiple time zones
  • A solid understanding of capital markets, and familiarity with asset management. Keen interest in current market trends and dynamics
Preferred qualifications, capabilities and skills
  • Understanding of Multi-asset solutions business is a plus
  • CFA/FRM/CAIA candidature would be an added advantage
  • Coding experience is a plus

Employment Type: Full Time, Permanent

Read full job description

Prepare for Investment Specialist roles with real interview advice

What people at JPMorgan Chase & Co. are saying

5.0
 Rating based on 3 Investment Specialist reviews

Likes

The culture set up

  • Salary - Excellent
  • +5 more
Dislikes

The politics and hierarchy

Read 3 Investment Specialist reviews

Investment Specialist salary at JPMorgan Chase & Co.

reported by 37 employees with 1-8 years exp.
₹10 L/yr - ₹25 L/yr
57% more than the average Investment Specialist Salary in India
View more details

What JPMorgan Chase & Co. employees are saying about work life

based on 6k employees
65%
87%
76%
73%
Flexible timing
Monday to Friday
No travel
Day Shift
View more insights

JPMorgan Chase & Co. Benefits

Submitted by Company
Employee Programs
Wellness Programs
Health Care and Insurance Plans
Family Care
Retirement Savings Programs
Submitted by Employees
Free Transport
Cafeteria
Health Insurance
Soft Skill Training
Job Training
Work From Home +6 more
View more benefits

Compare JPMorgan Chase & Co. with

Morgan Stanley

3.7
Compare

Goldman Sachs

3.5
Compare

TCS

3.7
Compare

Bank of America

4.3
Compare

Amazon

4.1
Compare

Google

4.4
Compare

Accenture

3.9
Compare

Deloitte

3.8
Compare

Deutsche Bank

3.9
Compare

Oracle

3.7
Compare

Capgemini

3.7
Compare

Barclays

3.8
Compare

Infosys

3.6
Compare

Microsoft Corporation

4.0
Compare

Wells Fargo

3.9
Compare

HSBC Group

4.0
Compare

UBS

4.0
Compare

Bajaj Finserv

4.0
Compare

Cholamandalam Investment & Finance

4.0
Compare

Citicorp

3.7
Compare

Similar Jobs for you

Investment Specialist at JP Morgan Chase

1-8 Yrs

Not Disclosed

Investment Banking at Rhodium Analytics

Gurgaon / Gurugram

3-5 Yrs

₹ 14-18 LPA

Asset Manager at JP Morgan Chase

4-8 Yrs

Not Disclosed

Investment Advisor at Karyarth

3-10 Yrs

₹ 15-25 LPA

Credit Analyst at Venus India Asset Finance

Delhi/Ncr

5-8 Yrs

₹ 12-18 LPA

Senior Analyst at 4thoughtsfinance

4-5 Yrs

₹ 10-20 LPA

Senior Manager at Bean HR

5-15 Yrs

₹ 20-34 LPA

Investment Analyst at Karyarth

4-10 Yrs

₹ 15-20 LPA

Associate at JP Morgan Chase

4-8 Yrs

Not Disclosed

Equity Research Analyst at Equentis Wealth Advisory

Mumbai

4-9 Yrs

₹ 10-20 LPA

JPMorgan Chase & Co. Mumbai Office Locations

View all
Mumbai Office
Headquarter
JPMorgan Asset Management India Private Limited, J.P. Morgan Tower, Off. C.S.T. Road, Near Nafa Bus Stop, Kalina, Santacruz East Mumbai
Maharashtra 400098
Mumbai Office
aradigm Towers-B Wing, Mindspace, Malad Goregaon Link Rd, Malad (W), Mumbai Mumbai
400 064
write
Share an Interview