Investment Specialist - Multi Asset Solutions

Multi Asset Solutions Investment Specialist Associate

You are a strategic thinker passionate about driving solutions in Multi-Asset Solutions. You have found the right team 

As an Investment Specialist professional within our Asset Management Multi-Asset Solutions team, you will grow the business through new clients, expand existing relationships, deliver new products, retain current assets, and maintain a strong client communication frame work.You will analyze portfolios and performance, prepare tailored strategy and client presentations, and deliver data-driven updates and commentary. You will maintain strong client communications, coordinate with Sales, Consultants, and RFP teams, ensure guideline adherence, and troubleshoot reporting to support and grow relationships.

Job Responsibilities 

• Prepare strategy presentations covering performance, market value, analytics, characteristics, and holdings.
• Prepare customized client presentations for Investment Specialist review meetings.
• Analyze portfolio positioning, analytics, and performance results.
• Produce client performance reports and investment review materials; draft commentary on performance drivers.
• Develop additional client communications and updates.
• Monitor portfolio guidelines and ensure adherence across internally and externally managed accounts.
• Coordinate with Sales, Consultant, and RFP teams to meet information and documentation needs.
• Maintain a strong communication framework delivering detailed, regular client insights.
• Support existing client relationships and pursue prospective opportunities.
• Deliver regular client updates via pitchbooks and data-led reports while building product knowledge.
• Handle ad hoc stakeholder queries, establish new reporting requirements, and troubleshoot data and reporting issues.

Required qualifications, capabilities and skills

• At least 4 years’ experience in Asset Management and Investment Banking support.
• Excellent written and verbal communication skills.
• Strong analytical and quantitative abilities, including data analysis and understanding data flows.
• High attention to detail and data accuracy; strong organization and time management; ability to multi-task.
• Proficiency in Microsoft Excel, Word, and PowerPoint.
• Proactive, positive, and quick to learn new concepts and procedures.
• Self-starter, 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; familiarity with asset management.
• Keen interest in current market trends and dynamics.

Preferred qualifications, capabilities and skills 

• Understanding of multi-asset solutions business.
• CFA, FRM, or CAIA candidacy is an advantage
• Strong automation skills; coding experience is a plus.

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.