Asset Management - Multi Asset Solutions - Investment Specialist (Retirement) - Associate

Testing Site - JPMC; New York (NY); On-site; USD 90,000 - 140,000; Full time

Job summary

J.P. Morgan Asset Management (JPMAM) is seeking an Associate within the Multi Asset Solutions (MAS) Retirement team. This role supports the Global Retirement business through analytical, research, operational, client-facing, and reporting work in a portfolio management setting.

The position involves engaging with capital markets, asset allocation, and content creation while leveraging clear communication and attention to detail. Collaboration across PMs and investment specialists is essential.

Qualifications

• Must be able to manage multiple projects with strong organizational discipline.
• Working knowledge of investment design and portfolio construction.
• Excellent written and verbal communication, with client-facing capabilities.

Responsibilities

• Support relationships with global sales channels and serve as a point of contact for MAS global business, with retirement focus.
• Provide desk coverage including client meetings, reporting, and inquiries resolution.
• Draft portfolio commentary, analyze client portfolios, and develop portfolio proposals and analyses.

Skills

Organizational skills

Investment design

Presentation skills

Relationship building

Bilingual (Spanish)

Certifications: SIE/Series 7/63/3

Python & automation

Tools

Python

Job description

The Multi-Asset Solutions (MAS) team at J.P. Morgan Asset Management (JPMAM) brings over 50 years of expertise in managing multi-asset portfolios. Leveraging proprietary JPMAM strategies, MAS delivers customized, cross-asset class solutions tailored to the investment management needs of institutional and retail clients. With more than $500 billion in assets under management globally, MAS offers a diverse range of multi-asset investment solutions for a broad spectrum of investors.

Job summary:

As a Multi Asset Solutions Associate (Investment Specialist - Retirement) in the Asset Management Multi-Asset Solutions (Retirement) team, you will support the Global Retirement business through a blend of analytical, research, operational, client-facing, and reporting work. You will have the opportunity to engage with capital markets, asset allocation, and content creation in a portfolio management environment. Your clear communication skills and attention to detail will be critical in this role.

Job responsibilities:

• Internal product manager and key stakeholder- support relationships with the various global sales channels; serve as primary point of contact for questions and inquiries related to the MAS global business with a focus on retirement. Represent the team in internal strategic initiatives and projects.
• Desk coverage – ensure internal coverage for the investment specialist team.This may include client meetings, client reporting, fielding inquiries from internal and external partners, and resolving them appropriately.
• Client portfolio subject matter expert– draft portfolio commentary and other communications, analyze client portfolios (returns, risk, performance attribution, etc.), create portfolio proposals, conduct analyses, and other ad-hoc client portfolio or business-related analysis.
• Presentation materials - point person for maintenance and development of client presentations (decks, webinars, investment reviews, etc.), research insights, and marketing materials. Your input and initiative will be critical as you will be expected to craft creative solutions for varying client needs. You will be expected to create and update content (presentation slides, commentary, etc.) that incorporates timely changes in an evolving market environment. You will be partnering with portfolio managers and other investment specialists to develop and revise materials as appropriate.
• Training internal sales force – collaborate with sales teams to train and equip advisors with relevant market talking points, product knowledge, and implementation strategies .
• Competitive Analysis – gather and analyze the competitive advantages of our industry peers and their competitive products.
• Automation – identify inefficiencies and manual processes that could benefit from automation using tools such as Python, LLM, etc. to help drive strategic initiatives that could help grow the business.

Required qualifications, skills and capabilities:

• Organizational skills and the ability to handle multiple simultaneous tasks are crucial elements to succeed in this role. Positive attitude and creative thinking – an ability to take direction from senior team members while recognizing when to challenge legacy processes and drive efforts for improvement
• A working knowledge of investment design and portfolio construction
• Strong presentation, research, and writing skills
• The environment is fast-paced and demanding.Relationship building skills, flexibility, and teamwork across various teams within and outside the product group is required.
• 2-3; years of experience in the financial industry
• Bilingual in Spanish is required
• SIE and Series 7, 63 and 3 certifications are required within 120 days

Preferred qualifications, skills and capabilities:

• Prior experience in finance or related fields