Asset Management, Associate, Funds Sales Support, Milan

Testing Site - JPMC; Lombardia; On-site; EUR 65,000 - 90,000; Full time

Job summary

J.P. Morgan Asset & Wealth Management seeks a Senior Associate to join the Funds Sales Support team in Milan on a permanent contract.

You will lead advanced analysis of fund sales, oversee risk controls, and coordinate client advisor presentations to ensure accurate data and compliance. You will supervise reporting, engage with insurers, asset managers, and advisory desks, and drive cross-functional projects with an entrepreneurial mindset.

Qualifications

• Advanced knowledge of the Italian retail investors market.
• Deep understanding of Lux and Irish UCITS ranges and the Italian fund industry.
• Strong analytical, organizational, and project management skills.
• Proactive attitude with ability to work independently and in a team.
• Excellent relationship management and communication with stakeholders at all levels.
• Advanced computer skills (Microsoft Office, CRM tools).
• Italian and English fluent (written and spoken).

Responsibilities

• Lead advanced analysis of fund sales and business performance.
• Oversee business risk management and ensure effective controls.
• Coordinate and monitor workflow for Client Advisor presentations.
• Supervise client reporting and manage ad hoc requests with stakeholders.
• Develop and strengthen strategic client relationships and solutions.
• Drive cross-functional projects and continuous improvement initiatives.
• Prepare and oversee performance presentations and reviews.

Skills

Analytical skills

Organizational skills

Project management

Relationship management

Communication skills

Microsoft Office

CRM tools

Fluent in Italian and English

Education

Graduate degree in Economics or Finance

Job description

J.P. Morgan Asset & Wealth Management is a global leader in investment and wealth management, serving institutions, high-net-worth individuals, and retail investors worldwide. The division offers investment management across all major asset classes, including equities, fixed income, alternatives, multi-asset, and money market funds, as well as retirement products, brokerage, and banking services.

The Role

We are seeking a highly motivated and experienced Senior Associate to join the Funds Sales Support team in Milan on a permanent contract. The successful candidate will play a pivotal role in supporting the local team, driving business performance, and ensuring operational excellence across a range of strategic and analytical activities.

Key Responsibilities:

• Lead advanced analysis of fund sales and business performance, including sales, revenue, and market data analysis.
• Oversee business risk management and ensure effective controls are in place, maintaining compliance with corporate objectives and policies.
• Coordinate and monitor the workflow for Client Advisor presentations, including data updates, translations, and compliance sign-off.
• Supervise all aspects of client reporting (Solvency II, PRIIPS, MiFID II, etc.) and manage ad hoc requests with internal and external stakeholders (insurance companies, institutional clients, asset managers, advisory desks).
• Develop and strengthen strategic client relationships, providing business solutions and comprehensive support to both internal and external stakeholders.
• Drive cross-functional business projects and continuous improvement initiatives with an entrepreneurial and innovative approach.
• Prepare and oversee periodic and ad hoc business performance presentations and reviews, with a focus on MIS, net sales analysis, and product/client allocation monitoring.

Core Skills and Experience:

• Graduate degree in Economics or Finance (mandatory).
• Minimum of 5 years' experience in a similar role within asset management or the funds industry (mandatory).
• Advanced knowledge of the Italian retail investors market and its dynamics (mandatory).
• Deep understanding of Lux and Irish UCITS ranges and the Italian fund industry (mandatory).
• Strong analytical, organizational, and project management skills.
• Proactive attitude, with the ability to work independently and as part of a team.
• Excellent relationship management and communication skills, with the ability to engage effectively with stakeholders at all levels.
• Advanced computer skills (Microsoft Office, CRM tools).
• Italian and English fluent (written and spoken).

What We Offer:

An outstanding opportunity to further develop your career and gain in-depth knowledge of the asset management industry within one of the world's leading financial institutions.