Investment Specialist Associate - Global Transportation

Investment Specialist - Associate - Global Transportation Group

You are a strategic thinker passionate about driving solutions in Investment Specialist Support .You have found the right team.

As an Investment Specialist Associate within the Global Transportation Group you will support investor relations and business development by delivering high-quality marketing materials, due diligence content, and accurate reporting for transportation-focused funds.

Job Responsibilities

• Prepare and refresh marketing collateral, including pitch books, product profiles, and bespoke client materials.
• Lead end-to-end production of RFPs, RFIs, DDQs, and recurring/ad hoc client and consultant questionnaires.
• Coordinate closely with Investment, Product, and the internal RFP team to gather inputs and ensure timely submission.
• Update consultant databases and maintain data integrity in partnership with the dedicated database team.
• Partner with internal stakeholders, consultants, and clients to resolve inquiries and service needs.
• Deliver accurate, high-quality written responses within tight deadlines across global time zones.
• Maintain internal databases, client cash flows, fund AUM, and related records on a monthly/quarterly cadence.
• Produce investor reporting content, including statements, snapshots, quarterly/annual reports, and webcast materials.
• Review data and reports to identify gaps, inconsistencies, and quality issues independently.
• Identify and implement process improvements to increase efficiency and team productivity.
• Participate in weekly meetings, information-shares, and fund webcasts to stay aligned on priorities.

 

Required qualifications, capabilities and skills 

• At least 4 years of experience in financial product analysis, marketing, or client services (Real Assets/Alternatives ).
• Hold an MBA in Finance and/or CFA certification.
• Apply foundational accounting knowledge to interpret fund data and reporting.
• Communicate clearly and professionally in both written and verbal formats.
• Exhibit strong analytical, organizational, and stakeholder management skills.
• Maintain exceptional attention to detail with a consistent focus on data accuracy and quality control.
• Prioritize effectively and multi-task in a deadline-driven environment.
• Use advanced Excel and PowerPoint skills to build and maintain client-ready materials.

• Operate effectively in a fast-paced environment across multiple time zones.

  
   

 

Preferred qualifications, capabilities and skills 

• Previous experience working with open-ended funds would be a plus.
• Knowledge of the maritime or global transportation domain would be an added advantage.
   

 

 

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

Experience Level

Mid Level