Asset Management - Insurance Investment Specialist - Associate

ZipRecruiter; England; On-site; GBP 60,000 - 90,000; Full time

Job summary

A global investment management firm in London is seeking a professional to manage and support insurance and pensions clients. Responsibilities include portfolio management, delivering customized analyses, and overseeing client onboarding. Ideal candidates will have a strong understanding of Fixed Income markets and proficiency in MS Office, particularly Excel. Fluency in a European language (Italian, German, or French) is preferred.

Qualifications

• Experience in client portfolio management at an Asset Management firm or Investment Bank.
• Proven experience in Fixed Income markets.
• Fluency in a European language (Italian, German, French) is required.

Responsibilities

• Service insurance and pensions clients throughout the investment life cycle.
• Manage periodic deliverable processes, ensuring timely completion.
• Prepare customized analyses for client portfolios.

Skills

Client portfolio management

Fixed Income markets

Analytical ability

Multi-tasking

Organizational skills

Communication skills

Tools

MS Office

Excel

Job description

Job Description

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.

Job 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 .
• 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- 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.

Qualifications, Capabilities, and Skills:

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

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.