Associate - Alternatives Investment Specialist

JP Morgan Chase & Co.; Mumbai; On-site; INR 1,200,000 - 2,000,000; Full time

Job summary

JP Morgan Chase & Co. is seeking an experienced Associate in Investments to partner with Investment Specialists and deliver high-quality insights, client-ready materials, and performance analyses across alternative strategies.

You will translate complex investment information into clear content, manage deliverables across stakeholders, and support both client servicing and business development efforts.

Qualifications

• 7+ years of experience in asset management, investment strategy, or product specialist roles.
• Strong understanding of alternative investments (hedge funds, multi-strategy, macro).
• Advanced Excel and PowerPoint skills required.
• Strong analytical capability with understanding of risk and return metrics.
• Excellent written and verbal communication, with ability to synthesize complex information.
• High attention to detail and strong organizational skills.
• Proactive mindset with ability to manage multiple stakeholders and priorities.

Responsibilities

• Develop Investment insights and narratives across funds and portfolios; translate into client-facing commentary.
• Lead preparation of pitchbooks, portfolio reviews, and bespoke presentations; ensure messaging consistency.
• Support business development; contribute to client responses and RFPs; focus on APAC market positioning.
• Coordinate deliverables across global teams; manage timelines and ensure output quality across multiple workstreams.

Skills

Asset management

Investment strategy

Analytical capability

Communication skills

Attention to detail

Project coordination

Education

CFA/CAIA in progress

Tools

Excel

PowerPoint

Python

Analytics tools

Job description

Job Description You are a strategic thinker passionate about driving solutions in Investments. You have found the right team

As an Associate within the Investment Specialist Support team, you will partner closely with Investment Specialists to deliver high-quality investment insights, client materials, and performance analysis across alternative strategies.

You will play a key role in translating complex investment information into clear, client-ready content while managing deliverables across stakeholders. This role combines analytical capability, content ownership, and project coordination to support both client servicing and business development efforts.

Job Responsibilities:

• Investment Insight and Narrative Development Analyze fund and portfolio performance, including attribution across strategies Translate investment insights into clear, concise client-facing commentary. Support development of market updates, fund narratives, and other ad-hoc materials
• Client Materials and Content Ownership Lead preparation of pitchbooks, portfolio reviews, and bespoke presentations Ensure consistency, accuracy, and alignment of messaging across materials. Support preparation for client meetings, including briefing notes and follow-ups
• Business Development Support Partner with Investment Specialists to develop marketing materials and thought leadership Contribute to responses for client queries and Requests for Proposal (RFPs).Support product positioning and communication strategies, with a focus on APAC markets
• Coordination and Project Management Coordinate deliverables across global teams (Investment, Research, Risk, and Marketing). Manage timelines and oversee output quality across multiple workstreams

Required Qualifications, Capabilities, and Skills:

• At least 7 years of relevant experience in asset management, investment strategy, or product specialist roles
• Strong understanding of alternative investments (hedge funds, multi-strategy, macro)
• Advanced Excel and PowerPoint skills
• Strong analytical capability, including understanding of risk and return metrics
• Excellent written and verbal communication skills, with ability to synthesise complex information
• High attention to detail and strong organisational skills
• Proactive mindset with ability to manage multiple stakeholders and priorities

Preferred Qualifications, Capabilities, and Skills:

• Progress toward or completion of CFA and/or CAIA
• Experience working with investment data, reporting systems, or analytics tools
• Familiarity with automation tools (e.g., Python) a plus .