Chase→
Asset Management, Global Insurance Solutions –… at Chase · 270 Park…
Entry LevelOn-siteFull-time270 Park Ave, New York, NY, 10017$100k–$110k/yr
Skills
financial analysisquantitative analysisexcelpowerpointsie licenseseries 3 licenseseries 7 licenseseries 63 licenseproject management
Job Description
Summary: J.P. Morgan Asset Management has a long history of serving insurers and is currently seeking a US Sales Support Analyst to assist their Global Insurance Solutions group. The role involves supporting sales activities, creating presentations, coordinating proposals, and researching industry trends to enhance client engagement.
Responsibilities:
- Partner with client advisors, senior team members, Institutional Strategy & Analytics and portfolio management teams to help deliver the full value of the firm to clients and prospects
- Create and manage presentations for sales pitches across JPMAM's investment platforms
- Coordinate the Request for Proposal process by working with a variety of teams to ensure that each response represents the full depth and breadth of our investment and solutions platforms
- Build and maintain internal resources across GIS, leveraging shared resources and communicating sales and marketing intelligence to clients
- Research trends within the insurance universe; staying well-informed of industry developments, regulatory changes and the implications for clients’ portfolios
- Partner with marketing teams on new product launch initiatives, client events and market research communications
- Respond to client requests and manage client communications efforts
- Work closely with the Institutional Strategy & Analytics team to support their timely response to client requests and build bespoke presentations to address the complex issues facing clients and prospects
- Analyze and summarize findings from large and complex data
Required Qualifications:
- Candidate must hold a Bachelor's degree
- Minimum 1-2 years in financial services, ideally in a sales support function
- A general passion / interest in asset management, investing, and/or macroeconomics
- Financial analysis, project management, other quantitative analysis
- Expertise with Excel
- Expertise in PowerPoint: creating and editing presentations for internal and external meetings
- Strong analytical skills
- Strong communication skills (written and oral)
- Strong desire to learn and add value
- Demonstrate ability to multi-task and re-prioritize quickly
- Will need to obtain their SIE, and Series 3, 7, and 63 licenses
- Authorization to work permanently in the U.S
Required Skills: Financial analysis, Quantitative analysis, Excel, PowerPoint, SIE license, Series 3 license, Series 7 license, Series 63 license, Project management
Benefits: Comprehensive health care coverage, On-site health and wellness centers, A retirement savings plan, Backup childcare, Tuition reimbursement, Mental health support, Financial coaching
Benefits
Comprehensive health care coverage
On-site health and wellness centers
A retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching