WM Investment Solutions - MS IR Investor Relations

Job Description

WM Investment Solutions Investor Relations JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.4 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small business, commercial banking, financial transaction processing, and asset management. JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com . Global Finance & Business Management ( GF&BM ) India is a combined LOB-aligned (Line of Business-aligned) finance & business support team located in India and is part of JPMorgan s global capability center (GCC). We are part of the Office of the CFO (OCFO) organization within JPMorgan, which has 13000+ people across the globe, majority of whom are tasked with managing the firm s Finance function, responsible for reporting quarterly earnings and complying with regulatory requirements along with managing the firm s capital. GF&BM India was established in September 2002 and currently we have a network of more than 3400+ professionals based out of our Mumbai, Bengaluru and Hyderabad offices who support four main pillars of work - Controllers, Planning & Analysis, Finance Operations and Business Client & Products. The teams in India are aligned to the respective LOBs that they support which include Corporate and Investment Banking (CIB), Commercial Banking (CB), Consumer and Community Banking (CCB), Asset & Wealth Management (AWM) and Corporate/Firmwide functions.We have a strong culture that embodies the principles that guide us in how we do business across the firm. We strive to create a workplace that values and respects individual viewpoints, while at the same time challenging the status quo to make continuous improvements in our processes.JPMorgan is an equal opportunity employer and places high value on diversity and inclusion. We recognize that our people are our strength and diversity of thought and practices makes us more successful. The current opening is within Investment Relations in Mumbai which forms part of the AWM LOB within GF&BM India. Equal Opportunity Employer/Disability/Veterans Private Bank: With more than 160 years of experience, J.P. Morgan Private Bank is a global wealth management leader that delivers the highest quality advice, service, capabilities and products to high net worth individuals and families around the world. The Private Bank delivers highly customized and comprehensive solutions to help clients with the many complexities they face on their balance sheets. The Private Bank is involved with every facet of wealth management, including investments, liquidity and credit management, and tax and estate planning. The business model focuses on deep client relationships through an integrated team structure with a platform of depth and breadth. Investment Solutions provides Wealth Management clients with investment management solutions across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. About the Investor Relations Analyst Role: On the Discretionary side, the team partners with the core multi asset and thematic portfolio management teams to educate and communicate the discretionary portfolios to advisors. In this position, you will be responsible for assisting on advisor/investor communications, client experience priorities and strategic initiatives for our discretionary portfolios for one of the largest global wealth managers.On the Alternatives side, The Alternative Investments Group ( AIG ) identifies, performs due diligence on, and markets alternative investments such as private equity, hedge funds and real estate to the clients within the Private Bank, globally. The Investor Relations Team serves as liaison between the AIG clients (internal and external) and the general partners/fund managers of private equity funds, real estate funds and hedge funds offered on the Private Bank s platform. The team primarily supports sales and relationship management activities of the Alternatives funds platform, including client events, fund communications and ad hoc special projects and analyses In this role you will support the Investor Relations and Portfolio Specialist teams, and execute on key deliverables and projects across Managed Solutions. This role is required to work closely with a wide variety of internal teams (including Due Diligence, Structuring, Marketing, Middle Office, Fund Accounting, Tax, and Legal & Compliance) to assist in the day-to-day servicing of inquiries from our salesforce regarding Alternative / Discretionary Investments. The Investor Relations team is responsible for the execution of internal and external communication for the Alternative / Discretionary investments (including both client letter-writing and internal e-mail communications to senior members of the Private Bank). Role and Responsibilities :
• 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 (e-mail, phone, instant messenger)
• 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 help 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
• Oversee quality control checks to ensure data integrity and accuracy for content created by the team
• 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.
• Handling Advisor and Client needs (inbox management, questions, reporting needs, corporate actions, etc.)Work on time-sensitive ad-hoc analysis and projects
We seek candidates with a unique blend of interpersonal and analytical skills. This person should efficiently leverage both qualitative and quantitative resources to understand complex situations and present solutions. Requirements :
• 1-4 years of work experience in wealth management, financial services, or a related field
• CA/MBA/CFA/CAIA preferred or Finance Graduates with relevant work experience within the Investor relations space
• 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
• Team oversight experience is a plus
The key attributes for this candidate will include:
• Exceptional interpersonal, analytical, and communication skills (verbal & written)
• Superior time management and ability to prioritize a heavy workload
• Ability to operate in a fast-moving and demanding environment
• Good judgment and discretion working with highly confidential information
• Attention to detail and exceptional problem solving skills
• Strong initiative, energy and confidence completing assignments independently
Shift: EMEA,

Keyskills :
money marketprivate bankdue diligencefixed income