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JPMorgan Chase & Co.
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Asset Management - Sales Support - Analyst
JPMorgan Chase & Co.
posted 17hr ago
Job Role Insights
Flexible timing
Key skills for the job
Job Description
- Liaise with Internal Client Advisors and Client Advisors to generate Portfolio Insights analysis reports. Document sales activity and information in Salesforce, and drive product strategy for tracking and compliance purposes.
- Report Types include heatmap analysis, investment comparisons, hypotheticals, FI 360s, excess return, return correlation, and overlap reports.
- Create proposals and illustrative models for key sales representatives as needed.
- Collaborate with team members, internal partners, and investment professionals throughout the firm on various projects.
- Maintain client and internal information in CRM tools, various databases, and systems.
- Gain an understanding of the sales process to better align requirements with changing business scenarios.
- Relevant industry experience and market knowledge of the sales process
- Strong Quantitative and analytical skillsets (including data analysis and ability to understand data flows)
- Strong knowledge of all asset classes - Equity, Fixed income, Cash liquidity, Currency, Real Estate, Hedge funds and Private Equity
- Excellent communicator (written and verbal) with strong interpersonal skills
- Proficiency in MS Office product suite (Excel, Word, Access, and PowerPoint) required
- Effective planning and time management skills to meet strict deadlines or changing priorities (able to self-prioritize and leverage resources to be problem solver)
- Professional and industrious attitude, possessing energy, ownership and confidence to complete work with limited supervision
- Ability to work independently and in a team-based environment, successfully and efficiently
- Stakeholder Management is key. Interact and communicate confidently and effectively with all stakeholders
- CFA is a plus
- Experience working with an industry recognized CRM platform (Salesforce) is a plus
- Understanding of Asset Management business (Investment Management, Mutual Funds, Managed Accounts, ETFs and SMAs) preferable
Employment Type: Full Time, Permanent
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