Models Investment Specialist, Associate/Vice President

Responsibilities

• Present market and investment insights covering macroeconomic trends, tactical asset allocation, and diversification strategies to internal sales partners and external clients.
• Serve as a primary point of contact for inquiries related to the MAS retail business and Model Portfolios.
• Create high-quality written content regarding products and markets for client communications.
• Analyze client portfolios, including returns, risk, and performance attribution, to create portfolio proposals and detailed presentations.
• Coordinate with Sales, Global Strategic Relationships, and RFP teams to address client requirements using product expertise.
• Respond to ad-hoc data requests and reporting needs efficiently and independently.
• Collaborate with sales teams to train advisors on market talking points, product knowledge, and implementation strategies.

Requirements

• 3+ years of experience in the financial industry.
• Working knowledge of investment design and portfolio construction.
• Strong market acumen and ability to deliver results under tight deadlines.
• Required licenses: Series 7, Series 63, and SIE.
• Excellent organizational and relationship-building skills.

Preferred Qualifications

• Interest in pursuing the CFA designation (sponsorship possible after one year).
• Prior experience in finance or related fields.
• Coding experience is a plus.

About the Company

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Our Asset Management division provides individuals, advisors, and institutions with strategies and expertise that span the full spectrum of asset classes through a global network of investment professionals.