Investment Specialist

J.P. Morgan; Mumbai; On-site; INR 8,00,000 - 12,00,000; Full time

Job summary

A leading global financial services firm in Mumbai is seeking an experienced Investment Specialist to join their Fixed Income Currencies and Commodities team. The role involves defining portfolio strategies, analyzing performance, and preparing client presentations. Key qualifications include strong analytical skills and proficiency in MS Office, along with a minimum of two years of experience in financial markets. This position requires a proactive approach and excellent communication skills.

Qualifications

• At least 2 years of experience in financial markets.
• Proactive, positive approach; able to grasp concepts quickly.
• Delivery focus and detail-orientation with strong commitment to accuracy.

Responsibilities

• Preparation of strategy presentations and portfolio analytics.
• Assist in preparation of client performance reports.
• Monitor guidelines and adherence for managed portfolios.

Skills

Quantitative and analytical skills

Proficiency in MS Office (Excel, Word, PowerPoint)

Time management skills

Good verbal and written communication skills

Understanding of Equities and/or Fixed Income

Job description

You are a strategic thinker passionate about driving solutions in “Investment Analysis". You have found the right team

As an Investment Specialist within our Global Fixed Income Currencies and Commodities team , you will spend each day defining, refining and delivering set goals for our firm

You will be focused on growing the business through new clients, expanding existing relationships and delivering new products, as well as retaining current assets. You will work with the team on prospective opportunities and supporting existing client relationships.You will be responsible for the overall portfolio, strategy design, reporting and communications with the client

Job Responsibilities

• Preparation of Strategy presentations comprising of:
  • Performance & Market value
  • Analytics and characteristics of the portfolio
  • Details on Holdings in the portfolio
• Prepare customized Client presentations for IS’s review meetings
• Analyze portfolios including positioning, analytics and performance results
• Assist with the preparation of client performance reports and investment review materials for new and existing clients and providing commentaries on performance drivers
• Assist in preparation of any other communication
• Monitor guidelines and adherence for internal/external managed portfolios
• Co-ordinate with Sales, Consultants and RFP teams to cater their requirements

Required qualifications, capabilities and skills

• At least 2 years of experience in financial markets
• Strong quantitative and analytical skills (including data analysis and ability to understand data flows)
• Proficient in MS Office (Excel, Word, PowerPoint)
• Proactive, positive approach. Able to grasp/learn concepts and procedures quickly
• Good Verbal and Written Communication skills
• Time management skills & ability to multi-task
• Delivery focus and detail-orientation with strong commitment to accuracy
• Self-starter and ability to work both independently and as a team player
• Understanding of Equities and/or Fixed Income and the asset management business

Shift Timing: EMEA