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JPMorgan Chase & Co.

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4.0

based on 6.1k Reviews

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Proud winner of ABECA 2024 - AmbitionBox Employee Choice Awards

Top Rated Mega Company - 2024

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Top Rated Financial Services Company - 2024

619 JPMorgan Chase & Co. Jobs

WM Managed Solutions Investor Relations Analyst

JPMorgan Chase

4.0

based on 6.1k Reviews

3-8 years

Mumbai

1 vacancy

WM Managed Solutions Investor Relations Analyst

JPMorgan Chase & Co.

posted 1d ago

Job Role Insights

Flexible timing

Key skills for the job

Adobe Project Management Relationship Management Wealth Management Financial Services Portfolio Management

+ 3 more

Job Description

Serve as a resource to educate and provide information to the sales force on a large number of funds/strategies on the global Private Bank platform.
Prioritize and respond to a high volume of advisor inquiries across multiple channels.
Leverage knowledge about our investments solutions, the markets, and views from Portfolio Managers and the Chief Investment Office to assist in writing portfolio commentary
Work with senior team members to develop and drive initiatives aimed at improving the advisor/client experience (both internal external), including increasing the efficiency of information flow and communication channels between different areas of the business
Assist in developing and updating presentations and marketing materials for clients and internal meetings
Liaise with internal stakeholders (due diligence, finance, compliance, business management, etc.) on a variety of initiatives, including regulatory, technology, etc.
Handle Advisor and Client needs (inbox management, questions, reporting needs, corporate actions, etc.)Work on time sensitive ad-hoc analysis and project

Required qualifications, capabilities and skills

Minimum of 1 year of work experience in wealth management, financial services, or a related field
Good knowledge of and genuine interest in financial markets and investments products
Proficiency in Microsoft Office programs including Excel and PowerPoint, as well as Adobe PDF
Client-focused
Excellent communication skills (written verbal) and relationship management skills
Strong team player with an entrepreneurial predisposition and strong interpersonal skills as required to interact with personnel across the team and firm
Project management and follow-through skills
Sensitivity to discretely handle highly confidential and related client/manager information
Comfort with organizing and interpreting large amounts of data
Strong initiative, energy and confidence completing assignments with limited supervision

Preferred qualifications, capabilities and skills

CA/MBA/CFA/CAIA preferred or Finance Graduates with relevant work experience within the Investor relations space

Employment Type: Full Time, Permanent

Read full job description

JPMorgan Chase & Co. Interview Questions & Tips

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