• Wealth Management - Managed Solutions Investor Relations Jobs in Mumbai,India - 24961288

  • JPMorgan Chase & Co
  • Save Job
  • 2 - 4 Years
  • Posted : above 1 month

Job Description:

Wealth Management - Managed Solutions Investor Relations Req # 190038663

Location Mumbai, MH, IN

Job Category Accounting/Finance/Audit/Risk

JP Morgan Asset & Wealth Management, with client assets of $24 trillion, is a global leader in investment and wealth management JP Morgan Asset & Wealth Management is made up of the Asset Management and Wealth Management

With more than 160 years of experience, JP 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

The team partners with the core multi asset and thematic portfolio management teams to educate and communicate the discretionary portfolios to advisors

Role and Responsibilities

Respond to last volume of inquiries from the sales force related to a variety of topics including investment objectives of our managed solutions, macroeconomic trends, market activity, positions/holdings, business initiatives, etc
Prioritize and respond to a high volume of sales force and client inquiries across multiple channels (e-mail, phone, instant messenger)

Develop and maintain spreadsheets, databases, and models to streamline teams access to key portfolio characteristics
Assist in developing and updating presentations and marketing materials for clients and internal advisors to support positioning our broader Managed Solutions Strategies and Portfolios
Own generation of key internal and client reports, ensuring quality control checks around data integrity and accuracy
Proactively identify and assess areas of risk and implement preventative policies and procedures, think of and implement ideas for streamlining reporting and other team processes
Quarterback updates and enhancements to the internal Intranet Site (ie design, layout, content updates), coordinating with multiple stakeholders for review / update
Liaise with internal stakeholders (finance, compliance, business management, etc) on a variety of initiatives, including regulatory, technology, etc
Contribute to initiatives aimed at improving the advisor/client experience, including increasing the efficiency of information flow and communication channels between different areas of the business
Provide input and new ideas for overall development and enhancement of the business strategy
Work on time-sensitive ad-hoc analysis and projects


2-4 years of work experience in Financial Services Industry
CA/MBA/CFA preferred or Finance Graduates with relevant work experience within the Investor relations space
Good knowledge and genuine interest in financial markets, investing from both multi-asset and single asset class perspectives, macro-level economic trends
Strong proficiency in Microsoft Office programs including Excel and PowerPoint, as well as Adobe PDF

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
Attention to detail and exceptional problem solving skills
Good judgment and discretion working with highly confidential information
Strong initiative, energy and confidence completing assignments with limited supervision
Ability to articulate impact of markets and broad macro environment on portfolios
Interest in working hybrid NY / London hours working New York time zone hours and London time zone hours on alternating days or weeks
Ability to be a dynamic member of the team

Profile Summary:

Employment Type : Full Time
Eligibility : Any Graduate
Industry : Financial Services/Stockbroking
Functional Area : Accounting/Tax/Company Secretary/Audit
Role : Cost Accounting/ ICWA
Salary : As per Industry Standards
Deadline : 06th May 2020

Key Skills:

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