Asset Management - Multi Asset Solutions - Investment Specialist (Retirement) -
J.P. Morgan, New York, NY, United States
Overview
The Multi-Asset Solutions (MAS) team at J.P. Morgan Asset Management (JPMAM) brings over 50 years of expertise in managing multi-asset portfolios. Leveraging proprietary JPMAM strategies, MAS delivers customized, cross-asset class solutions tailored to the investment management needs of institutional and retail clients. With more than $500 billion in assets under management globally, MAS offers a diverse range of multi-asset investment solutions for a broad spectrum of investors. Job summary
As a Multi Asset Solutions Associate (Investment Specialist - Retirement) in the Asset Management Multi-Asset Solutions (Retirement) team, you will support the Global Retirement business through a blend of analytical, research, operational, client-facing, and reporting work. You will have the opportunity to engage with capital markets, asset allocation, and content creation in a portfolio management environment. Your clear communication skills and attention to detail will be critical in this role. Job responsibilities
Internal product manager and key stakeholder - support relationships with the various global sales channels; serve as primary point of contact for questions and inquiries related to the MAS global business with a focus on retirement. Represent the team in internal strategic initiatives and projects. Desk coverage – ensure internal coverage for the investment specialist team. This may include client meetings, client reporting, fielding inquiries from internal and external partners, and resolving them appropriately. Client portfolio subject matter expert – draft portfolio commentary and other communications, analyze client portfolios (returns, risk, performance attribution, etc.), create portfolio proposals, conduct analyses, and other ad-hoc client portfolio or business-related analysis. Presentation materials - point person for maintenance and development of client presentations (decks, webinars, investment reviews, etc.), research insights, and marketing materials. Input and initiative are critical as you craft creative solutions for varying client needs. Create and update content (presentation slides, commentary, etc.) that incorporates timely changes in an evolving market environment. Partner with portfolio managers and other investment specialists to develop and revise materials as appropriate. Training internal sales force – collaborate with sales teams to train and equip advisors with relevant market talking points, product knowledge, and implementation strategies. Competitive analysis – gather and analyze the competitive advantages of industry peers and their products. Automation – identify inefficiencies and manual processes that could benefit from automation using tools such as Python and LLMs to drive strategic initiatives that could help grow the business. Required qualifications, skills and capabilities
Organizational skills and the ability to handle multiple simultaneous tasks. Positive attitude and creative thinking – an ability to take direction from senior team members while recognizing when to challenge legacy processes and drive improvement. A working knowledge of investment design and portfolio construction. Strong presentation, research, and writing skills. Fast-paced and demanding environment; relationship building skills, flexibility, and teamwork across various teams within and outside the product group are required. 2-3 years of experience in the financial industry. Bilingual in Spanish is required. SIE and Series 7, 63 and 3 certifications are required within 120 days. Preferred qualifications, skills and capabilities
Prior experience in finance or related fields. About JPMorgan Chase
JPMorgan Chase, 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 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. We do not discriminate on the basis of any protected attribute, and we provide 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. Additional context
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides 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. JPMorgan Asset Management Multi Asset Solutions is hiring an MAS Program Associate (Investment Specialist - Retirement).
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The Multi-Asset Solutions (MAS) team at J.P. Morgan Asset Management (JPMAM) brings over 50 years of expertise in managing multi-asset portfolios. Leveraging proprietary JPMAM strategies, MAS delivers customized, cross-asset class solutions tailored to the investment management needs of institutional and retail clients. With more than $500 billion in assets under management globally, MAS offers a diverse range of multi-asset investment solutions for a broad spectrum of investors. Job summary
As a Multi Asset Solutions Associate (Investment Specialist - Retirement) in the Asset Management Multi-Asset Solutions (Retirement) team, you will support the Global Retirement business through a blend of analytical, research, operational, client-facing, and reporting work. You will have the opportunity to engage with capital markets, asset allocation, and content creation in a portfolio management environment. Your clear communication skills and attention to detail will be critical in this role. Job responsibilities
Internal product manager and key stakeholder - support relationships with the various global sales channels; serve as primary point of contact for questions and inquiries related to the MAS global business with a focus on retirement. Represent the team in internal strategic initiatives and projects. Desk coverage – ensure internal coverage for the investment specialist team. This may include client meetings, client reporting, fielding inquiries from internal and external partners, and resolving them appropriately. Client portfolio subject matter expert – draft portfolio commentary and other communications, analyze client portfolios (returns, risk, performance attribution, etc.), create portfolio proposals, conduct analyses, and other ad-hoc client portfolio or business-related analysis. Presentation materials - point person for maintenance and development of client presentations (decks, webinars, investment reviews, etc.), research insights, and marketing materials. Input and initiative are critical as you craft creative solutions for varying client needs. Create and update content (presentation slides, commentary, etc.) that incorporates timely changes in an evolving market environment. Partner with portfolio managers and other investment specialists to develop and revise materials as appropriate. Training internal sales force – collaborate with sales teams to train and equip advisors with relevant market talking points, product knowledge, and implementation strategies. Competitive analysis – gather and analyze the competitive advantages of industry peers and their products. Automation – identify inefficiencies and manual processes that could benefit from automation using tools such as Python and LLMs to drive strategic initiatives that could help grow the business. Required qualifications, skills and capabilities
Organizational skills and the ability to handle multiple simultaneous tasks. Positive attitude and creative thinking – an ability to take direction from senior team members while recognizing when to challenge legacy processes and drive improvement. A working knowledge of investment design and portfolio construction. Strong presentation, research, and writing skills. Fast-paced and demanding environment; relationship building skills, flexibility, and teamwork across various teams within and outside the product group are required. 2-3 years of experience in the financial industry. Bilingual in Spanish is required. SIE and Series 7, 63 and 3 certifications are required within 120 days. Preferred qualifications, skills and capabilities
Prior experience in finance or related fields. About JPMorgan Chase
JPMorgan Chase, 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 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. We do not discriminate on the basis of any protected attribute, and we provide 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. Additional context
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides 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. JPMorgan Asset Management Multi Asset Solutions is hiring an MAS Program Associate (Investment Specialist - Retirement).
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