Global Equity Investment Specialist

Testing Site - JPMC; New York (NY); On-site; USD 140,000 - 240,000; Full time

Job summary

Testing Site - JPMC is seeking an International Equities Investment Specialist to represent investment teams and strategies to internal partners, prospects, and clients worldwide. You will collaborate with portfolio managers, client advisors, and internal teams to promote growth and deliver superior client service.

The role requires extensive capital markets experience, strong communication, and the ability to lead cross-functional initiatives in a global environment.

Qualifications

• 8+ years of capital markets experience in financial services.
• Series 7 & 63 required.
• Proven experience presenting in front of large audiences.
• Demonstrated ability in project management and driving strategic initiatives.
• Strong understanding of international equities.
• Exceptional written communication.
• Proficient in investment performance, performance composites, attribution, and advisory/model delivery relationships.
• Authorization to work permanently in the U.S.

Responsibilities

• Act as a key representative for multiple investment teams and strategies to internal partners, prospects, and existing clients across institutional and advisor businesses.
• Foster strong partnerships with portfolio managers, research analysts, and other investors to align strategies and achieve common goals.
• Develop and deliver compelling product messaging to drive new business, retain existing assets, and enhance client satisfaction.
• Demonstrate strong capital markets acumen, effectively communicating on macroeconomic environments, industry trends, and current events.
• Lead new product initiatives, requiring consensus building across product development, distribution management, and portfolio management.
• Oversee the end-to-end client onboarding process, including negotiating investment management agreements, fee schedules, client reporting, and investment guidelines

Skills

Capital markets experience

Series 7 & 63

Public speaking

Project management

International equities

Written communication

Investment performance / attribution

US work authorization

Education

CFA or comparable

Tools

Python

Job description

Testing Site - JPMC is seeking an International Equities Investment Specialist to represent investment teams and strategies to internal partners, prospects, and clients worldwide. You will collaborate with portfolio managers, client advisors, and internal teams to promote growth and deliver superior client service.

The role requires extensive capital markets experience, strong communication, and the ability to lead cross-functional initiatives in a global environment.