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Associate - Investment Specialist - Multi Asset

JPMorgan Chase · Mumbai, Maharashtra · Full-time

You are a strategic thinker passionate about driving solutions in “Multi-Asset Portfolio Analytics & Client Reporting”. You have found the right team. 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. Job Responsibilities • 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 • Produce client performance reports and investment review materials for new and existing clients • 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 • Troubleshoot data and reporting issues to ensure accuracy and continuity • Monitor portfolio guidelines and adherence across internal/external managed portfolios • Coordinate with Sales, Consultants, and Requests for Proposal teams to meet business requirements Required qualifications, capabilities and skills • 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) • Strong automation skills • 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 Preferred qualifications, capabilities and skills • Understanding of multi-asset solutions business • Coding experience • CFA/FRM candidature is an added advantage