JPMorganChase→
Asset Management, Global Insurance… at JPMorganChase · 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 served insurers for over 40 years, providing customized investment solutions. The US Sales Support Analyst will support sales activities for the US Client Advisors, coordinating various teams and managing client communications.
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