JP Morgan Chase – WM Solutions Investor Relations Analyst

JP Morgan Chase; Mumbai; On-site; INR 800,000 - 1,200,000; Full time

Job summary

A leading financial institution in Mumbai is seeking an Investor Relations Analyst to join their Managed Solutions team. This role involves providing support on key deliverables, educating advisors about investment strategies, and managing client inquiries. Ideal candidates will have at least one year of experience in wealth management, strong communication skills, and proficiency in Excel and PowerPoint. Join us to drive effective investor relations and enhance client experiences.

Qualifications

• Minimum 1 year work experience in wealth management or financial services.
• Genuine interest in financial markets and investment products.
• Strong interpersonal skills with initiative.

Responsibilities

• Educate the sales force on funds and strategies.
• Respond to high volumes of advisor inquiries.
• Assist in writing portfolio commentary.
• Develop presentations and marketing materials.
• Manage time-sensitive ad-hoc analysis.

Skills

Knowledge of financial markets

Proficiency in Microsoft Excel

Excellent communication skills

Relationship management skills

Project management skills

Education

CA/MBA/CFA/CAIA preferred

Finance Graduates with relevant experience

Tools

Microsoft Office

Adobe PDF

Job description

WM Solutions Investor Relations Analyst

Job Description: If you are a strategic thinker passionate about driving solutions in Investor Relations, you have found the right team!

As an Investor Relations professional in our Managed Solutions Investor Relations team, you will get an opportunity to create an impact via your data analytics, communication, and problem-solving skills. The Managed Solutions Investor Relations team seeks to provide comprehensive coverage of all our managed solutions in a coordinated way.

You will work on the Investor Relations team and support the Portfolio Specialist teams, executing on key deliverables and projects across Managed Solutions. Investment Solutions provides Wealth Management clients with investment management solutions across all major asset classes.

About Managed Solutions Investor Relations Role

The team partners with the core multi-asset and thematic portfolio management teams to educate and communicate discretionary portfolios to advisors. You will be responsible for assisting on advisor/investor communications, client experience priorities, and strategic initiatives for our discretionary portfolios.

Job Responsibilities

• Serve as a resource to educate and provide information to the sales force on a large number of funds/strategies on the global Private Bank platform.
• Prioritize and respond to a high volume of advisor inquiries across multiple channels.
• Leverage knowledge about our investments solutions, the markets, and views from Portfolio Managers and the Chief Investment Office to assist in writing portfolio commentary.
• Work with senior team members to develop and drive initiatives aimed at improving the advisor/client experience.
• Assist in developing and updating presentations and marketing materials for clients and internal meetings.
• Liaise with internal stakeholders on a variety of initiatives, including regulatory, technology, etc.
• Handle Advisor and Client needs, including inbox management, questions, reporting needs, corporate actions, etc.
• Work on time-sensitive ad-hoc analysis and projects.

Required Qualifications, Capabilities, and Skills

• Minimum 1 year work experience in wealth management, financial services, or a related field.
• Good knowledge of and genuine interest in financial markets and investments products.
• Proficiency in Microsoft Office programs, including Excel and PowerPoint, as well as Adobe PDF.
• Excellent communication skills and relationship management skills.
• Knowledge of the Alternatives asset class and/or a passion to learn about all aspects of Alternatives.
• Strong team player with an entrepreneurial predisposition and strong interpersonal skills.
• Project management and follow-through skills.
• Sensitivity to discretely handle highly confidential and related client/manager information.
• Comfort with organizing and interpreting large amounts of data.
• Strong initiative, energy, and confidence completing assignments with limited supervision.

Preferred Qualifications, Capabilities, and Skills

• CA/MBA/CFA/CAIA preferred or Finance Graduates with relevant work experience within the Investor relations space.

JP Morgan Chase is an equal opportunity employer and values diversity and inclusion. We do not discriminate on the basis of any protected attribute and make reasonable accommodations for applicants and employees.