The JPMorgan Chase & Co. invited applications for the post of Investor Relations Alts and structuring- Analyst.
Qualifications
- 1-3 years of work experience in wealth management, financial services, or a related field.
- CA/MBA/CFA/CAIA preferred or Finance Graduates with relevant work experience within the Investor relations space.
- Proficiency in Microsoft Office programs including Excel and PowerPoint, as well as Adobe PDF.
- Excellent communication skills (written & verbal) and relationship management skills.
- Knowledge of the Alternatives asset class and/or a passionate to learn about all aspects of Alternatives (Hedge Funds and Private Investments).
- Strong team player with an entrepreneurial predisposition and strong interpersonal skills as required to interact with personnel across the team and firm.
- Strong initiative, energy and confidence completing assignments with limited supervision.
- Project management and follow-through skills.
- Sensitivity to discretely handle highly confidential and related client/manager information.
- Comfort with organizing and interpreting large amounts of data.
Responsibilities
- Serve as a resource to educate and provide information to the sales force on a large number of funds on the global Private Bank platform. Prioritize and respond to a high volume of advisor inquiries across multiple channels (e-mail, phone, instant messenger)
- Assist with synthesizing, summarizing and messaging ongoing client communications and corporate actions to both the sales force and clients. This includes: Writing cover letters; Crafting and sending alerts internally; Working with teams both internally and externally to send these documents to clients both via hard copy mail and e-delivery
- Partnering well across internal stakeholders (Alternatives Product Specialists, Due Diligence, Structuring, Product Development, Middle Office, Fund Accounting, Legal, Compliance, and client coverage teams, etc.).
- Preparing and reviewing client communications with a focus on “client lens” and technical accuracy. Helping implement the digital, tech, Artificial Intelligence transformation agenda as new processes and systems are put in place.
- Handling Advisor and Client needs (inbox management, questions, reporting needs, corporate actions, etc.).
- Developing a deep understanding of our client and advisor needs and sensitivities.
- Assisting in the end-to-end client investor call and webcast process, which includes liaising with external vendors on logistics, preparing call invitations and client notifications, and preparing detailed call summaries for use by the sales force
JOB LOCATION: Mumbai, Maharashtra, India
For more details and to apply, click here
Last date for Online submission of Application: 22/12/2023
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