Investment Specialist Associate - Equity Investments

Investment Specialist Associate - US Equities

You are a strategic thinker passionate about driving solutions in investment specialist support and equities materials. You have found the right team.

As an Investment Specialist Associate within our India Investment Specialist team, you will be responsible for setting and improving our organizational objectives, and ensuring their consistent accomplishment. You will update and enhance client pitchbooks and review materials, support portfolio review prep, and handle data-led stakeholder requests while maintaining consultant databases and completing RFPs, RFIs, and DDQs. You will attend PM meetings to capture insights, liaise with client service, reporting, and technology to verify data, and streamline and automate standardized and customized reporting. You will monitor industry sources for market and competitive intelligence, deepen your understanding of equities processes, and prioritize deadlines while adapting quickly to changing needs.

Job Responsibilities

• Update, maintain, and improve client pitchbooks and review materials.
• Respond to ad hoc stakeholder requests with a focus on data-led queries.
• Complete updates to consultant databases in coordination with the dedicated team.
• Complete RFPs, RFIs, and due diligence questionnaires with a focus on data components.
• Attend portfolio manager meetings and document insights for Investment Specialist team use.
• Liaise with client service, reporting, and technology teams to verify client data and reporting.
• Streamline and automate standardized and customized client reporting.
• Monitor industry databases and publications for competitive and market information.
• Develop understanding of equities investment processes across portfolios.
• Prioritize deadlines and adapt to changing priorities at short notice.
• Support preparation of portfolio review materials for clients and investors.

Required qualifications, capabilities and skills 

• At least 4+ years’ experience in financial product analysis, client services.
• Experience collaborating across client service, reporting, and technology teams.
• Familiarity with consultant databases and industry publications.
• Experience preparing RFPs, RFIs, and due diligence questionnaires.
• Exposure to equities portfolio processes within asset management.
• Experience capturing PM meeting insights and converting them into client-ready materials.
• Experience streamlining or automating client reporting workflows.

 

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