VP, Multi-Asset Solutions Investment Specialist

JPMorgan Chase & Co.; New York (NY); On-site; USD 120,000 - 160,000; Full time

Job summary

A global financial services firm is seeking an experienced Investment Specialist – Vice President to join their Multi-Asset Solutions team. This role involves supporting the US Advisory Models business through analytical, client-facing, and reporting work, focusing on market insights and portfolio management. Candidates should have at least 5 years of experience in the financial industry, along with strong relationship-building and organizational skills. The position offers the opportunity to work in a fast-paced environment with critical responsibilities.

Qualifications

• 5+ years of experience in the financial industry.
• Ability to deliver results in a timely manner under tight deadlines.
• Strong teamwork skills across various teams.

Responsibilities

• Present market insights and articulate portfolio views to clients.
• Support relationships with US retail advisor sales channels.
• Create written content on products and markets for clients.
• Analyze client portfolios and prepare presentations.

Skills

Investment design knowledge

Market acumen

Relationship building

Organizational skills

Ability to handle multiple tasks

Intellectual curiosity

Education

Series 7

Series 63

SIE

Interest in pursuing CFA

Job description

A global financial services firm is seeking an experienced Investment Specialist – Vice President to join their Multi-Asset Solutions team. This role involves supporting the US Advisory Models business through analytical, client-facing, and reporting work, focusing on market insights and portfolio management. Candidates should have at least 5 years of experience in the financial industry, along with strong relationship-building and organizational skills. The position offers the opportunity to work in a fast-paced environment with critical responsibilities.