Associate - Investment Specialist - Multi Asset

Aumni; Mumbai; On-site; INR 1,500,000 - 2,300,000; Full time

Job summary

JPMorganChase, a leading financial institution, seeks a Multi-Asset Investment Specialist (Client Reporting & Portfolio Analytics) to drive strategy and deliver advanced analytics and reporting across global portfolios.

You will prepare strategy presentations, develop client materials, analyze portfolios, and collaborate with Sales and RFP teams to meet evolving client needs across time zones.

Qualifications

• At least 4 years of asset management and investment banking support experience.
• Excellent written and verbal communication skills.
• Strong analytical and organizational skills with high data accuracy.

Responsibilities

• Prepare strategy presentations covering performance, analytics, portfolio characteristics, and holdings.
• Develop customized client presentations for Investment Specialist review meetings.
• Analyze portfolios for positioning, analytics, and performance results.
• Produce client performance reports and investment review materials for new and existing clients.
• Draft performance commentaries highlighting key drivers.
• Deliver regular client updates through pitchbooks and data-led reports.
• Respond to ad hoc stakeholder queries with timely, accurate insights.
• Implement new reporting requirements to support evolving client needs.
• Troubleshoot data and reporting issues to ensure accuracy and continuity.
• Monitor portfolio guidelines and adherence across internal/external managed portfolios.
• Coordinate with Sales, Consultants, and Requests for Proposal teams to meet business requirements.

Skills

Asset management

Communication skills

Analytics

Time management

Microsoft Office

Automation skills

Coding

CFA/FRM

Job description

You are a strategic thinker passionate about driving solutions in “Multi-Asset Portfolio Analytics & Client Reporting”. You have found the right team.

As “Multi-Asset Investment Specialist (Client Reporting & Portfolio Analytics) Professional” within our “ Multi-Asset Solutions” team, you will be responsible for setting and improving our organizational objectives, and ensuring their consistent accomplishment.

Job Responsibilities

• Prepare strategy presentations covering performance, market value, analytics, portfolio characteristics, and holdings
• Develop customized client presentations for Investment Specialist review meetings
• Analyze portfolios for positioning, analytics, and performance results
• Produce client performance reports and investment review materials for new and existing clients
• Draft performance commentaries highlighting key drivers
• Deliver regular client updates through pitchbooks and data-led reports
• Respond to ad hoc stakeholder queries with timely, accurate insights
• Implement new reporting requirements to support evolving client needs
• Troubleshoot data and reporting issues to ensure accuracy and continuity
• Monitor portfolio guidelines and adherence across internal/external managed portfolios
• Coordinate with Sales, Consultants, and Requests for Proposal teams to meet business requirements

Required qualifications, capabilities and skills

• At least 4years of experience in asset management and investment banking support
• Excellent written and verbal communication skills
• Strong analytical and organizational skills with high attention to detail and data accuracy
• Strong time management skills and ability to multi-task
• Strong quantitative and analytical skills, including data analysis and understanding data flows
• Proficiency in Microsoft Office (Excel, Word, PowerPoint)
• Strong automation skills
• Proactive, positive approach with ability to learn concepts and procedures quickly
• Self-starter and solution-oriented; able to work independently and as a team player
• Comfortable working in a fast-paced environment across multiple time zones
• Solid understanding of capital markets and familiarity with asset management; keen interest in market trends and dynamics

Preferred qualifications, capabilities and skills

• Understanding of multi-asset solutions business
• Coding experience
• CFA/FRM candidature is an added advantage

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
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.

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.

Drive multi-asset client growth by delivering data-led pitchbooks, portfolio analytics and performance reporting insights.