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 Model Portfolios and the MAS retail business.
• 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 analysis.
• Prepare strategy presentations featuring detailed portfolio analysis, positioning, and performance results.
• Coordinate with Sales, Global Strategic Relationships, and RFP teams to address specific client requirements.
• Train internal sales forces on market talking points, product knowledge, and implementation strategies.
• Respond to ad-hoc data requests and reporting needs efficiently and independently.

Requirements

• 3+ years of experience in the financial industry.
• Working knowledge of investment design and portfolio construction.
• Strong market acumen and ability to thrive in a fast-paced, demanding environment.
• Proven organizational skills and the ability to manage multiple simultaneous tasks under tight deadlines.
• Required licenses: Series 7, Series 63, and SIE.

Preferred Qualifications

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

About the Company

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Our Multi-Asset Solutions (MAS) team leverages over 50 years of expertise to deliver customized, cross-asset class solutions tailored to the needs of institutional and retail clients globally.