JPMorgan Chase India | Associate - Investment Specialist - Multi Asset

Job responsibilities

• As “Multi-Asset Investment Specialist (Client Reporting & Portfolio Analytics) Professional” within our “ Multi-Asset Solutions” team, you will be responsible for setting and improving our organizational objectives, and ensuring their consistent accomplishment.
• Prepare strategy presentations covering performance, market value, analytics, portfolio characteristics, and holdings.
• Develop customized client presentations for Investment Specialist review meetings.
• Analyze portfolios for positioning, analytics, and performance results.
• Draft performance commentaries highlighting key drivers.
• Deliver regular client updates through pitchbooks and data-led reports.
• Respond to ad hoc stakeholder queries with timely, accurate insights.
• Implement new reporting requirements to support evolving client needs.
• Monitor portfolio guidelines and adherence across internal/external managed portfolios.
• Coordinate with Sales, Consultants, and Requests for Proposal teams to meet business requirements.
• Produce client performance reports and investment review materials for new and existing clients

Requirements

• At least 4years of experience in asset management and investment banking support.
• Excellent written and verbal communication skills.
• Strong analytical and organizational skills with high attention to detail and data accuracy.
• Strong time management skills and ability to multi-task.
• Strong quantitative and analytical skills, including data analysis and understanding data flows.
• Proficiency in Microsoft Office (Excel, Word, PowerPoint).
• Proactive, positive approach with ability to learn concepts and procedures quickly.
• Self-starter and solution-oriented; able to work independently and as a team player.
• Comfortable working in a fast-paced environment across multiple time zones.
• Solid understanding of capital markets and familiarity with asset management; keen interest in market trends and dynamics.
• Understanding of multi-asset solutions business.

JPMorgan Chase

JPMorgan Chase & Co. is one of the world's largest financial services firms, active in investment banking, commercial banking, asset and wealth management, and payments.

Its Indian global centres support the firm worldwide in finance, accounting, tax, controllership, risk, operations and technology. Typical roles for CAs and CPAs are product control, financial reporting, tax and regulatory reporting.

• Industry: Banking and financial services
• Headquarters: New York, USA
• In India: Corporate and investment banking in Mumbai; global corporate centres in Mumbai, Bengaluru and Hyderabad