Asset Management & Client Analyst

JPMorgan Chase & Co.; Toronto; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading asset management firm in Toronto seeks an Advisor Analyst to support business development initiatives and manage client relationships. The role involves collaborating with the sales team to facilitate events and implement business strategies. Ideal candidates will possess strong communication and quantitative skills, along with a passion for financial markets. This position offers the opportunity to contribute significantly to the firm's investment capabilities in the Canadian retail market.

Qualifications

• Excellent communication and presentation skills are essential for client interactions.
• Strong quantitative skills required for data analysis and financial evaluations.
• Exceptional organizational skills needed to manage multiple tasks and priorities.

Responsibilities

• Assist with business development initiatives such as roadshows and client events.
• Partner with sales team to drive client engagement.
• Develop and implement a team business plan in collaboration with Head of Sales.
• Facilitate team meetings and ensure compliance with regulations.

Skills

Excellent communication and presentation skills

Strong quantitative skills

Exceptional organizational skills

Strong initiative

Interest in financial markets

Education

Bachelors degree or equivalent

Job description

At J.P. Morgan Asset Management, we believe investors deserve a partner they can trust to step up and deliver strong outcomes. From the largest institutional investors around the world to financial advisors around the corner, our clients rely on the power of perspective to solve their toughest challenges. Our clients trust us to manage over $3.7 trillion in assets under management, across 25 countries, to secure what matters most to the individuals, families, companies, and communities they serve. JP Morgan Asset Management Canada was established in 1982 and currently has over $40B CAD under management. We have offices in Vancouver, Toronto & Montreal and serve institutions, sub advisory clients, consultants and financial advisors across the country.

Job Summary

As an Advisor Analyst, in partnership with the sales team, your role will involve coordinating and supporting business development initiatives, establishing crucial client relationships, and managing campaigns and marketing activities. You will have the unique opportunity to contribute to the expansion of our investment capabilities in the Canadian retail market as part of a leading asset management firm.

Job Responsibilities

• Assist with business development initiatives such as roadshows, large client events, reminder calls, compliance, admin support & CRM reports
• Partner with sales team
• Develop and implement team business plan in collaboration with Head of Sales
• Facilitate team meetings
• Understand Compliance regulations and Sales Practices under NI 81-105 for our clients as the team compliance coordinator.

Required qualifications, capabilities and skills

• Excellent communication and presentation skills
• Strong quantitative skills and a passion for investing
• Exceptional organizational skills and ability to multitask
• Strong initiative, energy and confidence
• Genuine interest in financial markets, investing and macro-level economics
• Bachelors degree or equivalent