Institutional Investment Solutions, Analyst

Job Description:

We are seeking candidates with a unique blend of interpersonal and analytical skills.

IIS Analysts efficiently leverage both qualitative and quantitative resources to understand complex financial situations and present solutions.

The analyst will play a very important role within the team, working closely with senior team members and cross functional teams to help facilitate business development and relationship management activities for the Group.

Key Responsibilities:


* Play a supporting role with clients:
+ Understand client's investment plan, goals and objectives and work with Senior Portfolio Manager to develop investment plans and custom materials to support ongoing client dialogue
+ Utilize tools to create investment reviews/plans on holistic asset allocation and portfolio construction and tactical asset allocation shifts
+ Work with senior team members to help execute investment solutions in client accounts in accordance with client plans.
+ Create investment reviews for clients to validate the clients' current investment objectives and prepare recommendations


* Contribute to new business development and regional expansion by:
+ Supporting new business opportunities with Senior Portfolio Managers and other Integrated Team Members
+ Partnering with cross functional teams to support key facets of IIS business development
+ Building strong relationships across internal product, client service and marketing areas
+ Performing Sales management, including developing RFPs, pitches, road shows, campaigns, proposals, mandates, reports


* Understand J.P.

Morgan's investment platform, solutions, investment philosophy


* Interact effectively with the various internal product partners, banking teams, risk and compliance, marketing, etc.


* Develops a deep understanding of the Institutional client market: sizing, trends, competition, service models, both in the US and internationally

Required Qualifications, Skills and Capabilities:


* Bachelor's degree


* Series 7, 63 & 65 or 7 & 66


* Coachable professional with good \"business sense\" and an energetic/dynamic personality


* Ability to work both independently and as a team player


* Excellent communication skills, both written and oral


* Strong analytical and quantitative skills


* Ability to multi-task and manage priorities effectively


* Ability to adapt to a rapidly changing business and technology environment


* Exceptional problem-solving skills


* Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint) and Internet/Intranet


* Ability to learn proprietary software and databases

Preferred Qualifications, Skills and Capabilities:


* Python / coding skills

About The Team:
Institutional Investment Solutions ("IIS")is a dedicated team of portfolio managers leveraging the firm's global resources to provide customiz...