The US equity investment specialist role sits within the US Equity business within JPMorgan Asset Management. The US Equity team oversees approximately $780b in client assets for institutions and individual investors throughout the world. This is an investment specialist role supporting our $260B US Equity Growth franchise.
Job Summary
As an Investment Specialist within the US Equity business at JPMorgan Asset Management, you will be responsible for positioning and messaging products with the goal of promoting business. This includes both acquiring new business and providing superior client service. You will work closely with portfolio managers and other investors, as well as with product strategy, product development, and other internal groups to oversee existing products and launch new product initiatives. You will play a key role in supporting our $260B US Equity Growth franchise, which is part of a team that oversees approximately $780b in client assets for institutions and team member investors throughout the world.
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Job Responsibilities
- Support senior investment specialists, portfolio managers and clients.
- Partner with portfolio managers, research analysts & distribution.
- Analyze portfolio performance attribution and positioning.
- Assist in the entire client lifecycle: from initial request-for-proposals, to preparing meeting materials, to generating reporting deliverables.
- Serve as internal contact/point person for support and operations groups such as Client Reporting and RFP writing.
- Maintain of standard presentation materials and commentaries, as well as client materials.
- Support ad-hoc projects & competitive analysis.
Required qualifications, capabilities and skills
- Experience in investment management or related fields
- Proficiency in Microsoft PowerPoint & Excel
- Understanding of U.S. equity products and services
- Strong written communication, interpersonal skills
- Strong team player & work ethic
Preferred qualifications, capabilities and skills
- CFA or path to completion
- Python understanding preferred but not required
ABOUT US
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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
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.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
ABOUT THE TEAM
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.