JP Morgan Chase – Associate – Investment Specialist – Multi Asset J.P. Morgan

The Corporate Institute; Mumbai; On-site; INR 1,200,000 - 1,800,000; Full time

Job summary

JPMorganChase in Mumbai seeks a strategic analytics professional to drive multi-asset portfolio analytics and client reporting. You will prepare strategy presentations, analyze portfolios, and develop client materials for review meetings across time zones.

The role requires 4+ years in asset management and investment banking support, with strong communication, data analysis, and Excel/PowerPoint skills. A fast-paced environment and collaboration with Sales and Consultants are expected.

Qualifications

• 4+ years 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.
• Self-starter and solution-oriented; able to work independently and as a team player.

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.

Skills

Asset management experience

Investment banking support

Communication skills

Analytical skills

Attention to detail

Time management

Multi-tasking

Data analysis

Coding experience

CFA/FRM candidature

Tools

Microsoft Excel

PowerPoint

Word

Job description

Job Description:

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

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 4 years 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

About Company:

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.

Location:

Mumbai

Job Type:

PERMANENT, FULLTIME