Asset Management - Insurance Investment Specialist - Associate

J.P. MORGAN; London; On-site; GBP 70,000 - 90,000; Full time

Job summary

A leading investment firm in London is seeking a skilled professional to manage client portfolios in the fixed income sector. The role involves collaboration with various stakeholders to deliver efficient investment solutions. Ideal candidates will have proven experience in fixed income markets, exceptional organizational skills, and the ability to engage with senior clients. Proficiency in multiple languages is a plus.

Qualifications

• Proven experience in client portfolio management or investment specialist roles.
• Strong organizational and process management skills.
• Multi-tasking and detail-oriented.

Responsibilities

• Service insurance and pensions clients throughout investment life cycle.
• Manage periodic deliverable processes.
• Prepare and automate customized analyses for client portfolios.

Skills

Proven experience with Fixed Income markets

Client portfolio management experience

Advanced MS Office skills, particularly Excel

Strong analytical ability

Excellent communication skills

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 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

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.