US Equity Investment Specialist: Client Strategy & PM Partner

Testing Site - JPMC; New York (NY); On-site; USD 110,000 - 190,000; Full time

Job summary

The US Equity Investment Specialist team sits within the US Equity business within JPMorgan Asset Management. The team oversees nearly $890B in client assets for institutions and individual investors worldwide.

This is a client facing role supporting our $210B US Equity Disciplined Core franchise across all client types. As an Equity Investment Specialist, you will represent investment teams to internal partners, prospects and clients, driving new business and superior client service.

Qualifications

• 3+ years of capital markets experience and knowledge of the financial services industry.
• Bachelor's degree required.
• Series 7 and 63 licenses required.
• Equity experience or strong interest in equities markets.
• Advanced proficiency in PowerPoint and Excel.
• Strong written communication, interpersonal and presentation skills.
• Strong team player and understanding of investment performance and attribution.

Responsibilities

• Represent investment teams and strategies to internal partners, prospects and existing clients.
• Position and message products to drive new business and superior client service.
• Partner with portfolio managers, research analysts and distribution.
• Assist in the entire client lifecycle: from RFPs to meeting materials and quarterly deliverables.
• Work with product strategy and development to oversee existing products and new product initiatives.
• Understand end-to-end client onboarding including Negotiating Investment Management Agreements, Fee Schedules, Client Reporting and Investment Guidelines.

Skills

Capital markets experience

Client communication

Team player

Equity markets knowledge

Financial services industry knowledge

Strong written communication

Presentation skills

Strategic thinking

Education

Bachelor's degree

Tools

PowerPoint

Excel

Job description

The US Equity Investment Specialist team sits within the US Equity business within JPMorgan Asset Management. The team oversees nearly $890B in client assets for institutions and individual investors worldwide.

This is a client facing role supporting our $210B US Equity Disciplined Core franchise across all client types. As an Equity Investment Specialist, you will represent investment teams to internal partners, prospects and clients, driving new business and superior client service.