Asset Management - Insurance Investment Specialist - Associate

JPMorganChase; City Of London; On-site; GBP 60,000 - 90,000; Full time

Job summary

A leading asset management firm in London seeks a professional to work in fixed income investment. The role involves managing client portfolios, developing client strategies, and collaborating with various teams. Candidates should have proven experience in the fixed income markets, excellent analytical and communication skills, and advanced proficiency in Excel. This position offers significant opportunities for growth within a dynamic team environment.

Qualifications

• Experience in asset management, wealth management, or institutional investment.
• Strong organizational and multi-tasking skills.
• Ability to manage C-level relationships.

Responsibilities

• Service insurance and pensions clients throughout the investment life cycle.
• Manage periodic deliverable processes and prepare customized analyses.
• Oversee onboarding processes for clients.

Skills

Proven experience in Fixed Income markets

Client portfolio management skills

Advanced Excel proficiency

Strong analytical ability

Excellent communication skills

Tools

MS Office

Job description

Overview

Are you ready to advance your career in the dynamic world of fixed income investment? Join J.P. Morgan Asset Management in London, where your expertise will help us broaden and deepen our strong capabilities in the UK and European insurance sectors. We offer unparalleled opportunities for career growth and a collaborative environment where you can thrive and contribute to meaningful projects.

Responsibilities

• Service our insurance and pensions clients throughout the investment life cycle, including business development, onboarding, account maintenance, and reporting - this takes place in close collaboration with portfolio managers, sales, the broader fixed income platform, and other stakeholders.
• Manage periodic deliverable process, ensuring timely completion and delivering efficiencies.
• Prepare and automate customized analyses for client portfolios and review meetings.
• Prepare and maintain strategy presentations.
• Contribute to RFPs / DDQs, ad hoc client requests and publications.
• Oversee onboarding process for clients including drafting guidelines, creating benchmarks, and liaising with operational teams to ensure timely and accurate setup.
• Develop subject matter expert knowledge on investment activities of insurance companies and pension funds as well as fixed income investment in a segregated mandate format. Over time, progress level of ownership and actively contribute to product-related client meetings.
• Cover ESG-specific client requests, analyses and industry developments alongside the broader platform and our sustainable investing team.
• Contribute to strategic projects and drive efficiencies (ie. automation solutions)

Required Qualifications, Capabilities, and Skills

• Proven experience with a passion for Fixed Income markets.
• Experience in a client portfolio management / investment specialist, sales / IR or investments at an Asset Management firm, Wealth Manager, Investment Bank, or Institutional Investor (e.g., Sovereign Wealth Fund, Endowment).
• Advanced experience in MS Office, particularly Excel.
• Superior multi-tasking; strong organizational, process management and communication skills.
• Strong analytical ability with an emphasis on detail orientation.
• Ability to work both independently and as part of a team.
• Proactive, positive approach with ability to learn concepts and procedures quickly (including regulatory constraints faced by insurers and product/solution development).
• Self-motivated problem solver
• Ability to manage and execute C-level relationships with large multi-national insurers.
• Strong strategic sales skills and experience working with senior EMEA Client Advisors.
• Understanding of regulatory constraints faced by insurers and product/solution development.
• Excellent communication and interpersonal skills.

Preferred Qualifications, Capabilities, and Skills

• Proficiency in a European language (i.e. Italian, German, or French)
• Proficiency in coding is a plus

About Us

J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.

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.

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.