Investment Specialist [Multiple Positions Available]

Overview

JPMorgan Chase, a leading financial institution with a history spanning over 200 years, offers innovative financial solutions to consumers, small businesses, and a wide range of corporate, institutional, and government clients through the J.P. Morgan and Chase brands.

Responsibilities

• Analyze and interpret market and portfolio data across markets.
• Maintain and enhance dashboards to analyze account movements and identify key trends.
• Produce interest income forecasts for separately managed account clients to derive implied rates for Treasuries.
• Conduct attribution analysis to identify drivers of portfolio returns and risk, and communicate findings to team members and clients.
• Support research, commentary writing, and portfolio analysis.
• Apply prompt engineering techniques and scripting to automate analytical processes and identify novel data relationships.
• Deliver solutions that enhance team productivity and the quality of investment analysis.
• Stay up to date with macroeconomic trends, market developments, and regulatory changes, and leverage these insights to write market commentaries and memos for clients and internal communications.
• Prepare client communication documents.
• Translate quantitative findings and portfolio analytics into actionable insights.
• Collaborate with portfolio managers, traders, risk management, technology, and client advisory teams to deliver integrated investment solutions and enhance offerings.
• Coordinate with Portfolio Management and risk teams to remediate potential breaches such as credit quality and eligible securities using internal compliance monitoring and resolution tools.

Qualifications

• Minimum education: Bachelor’s degree (3- or 4-year program) in Mathematics, Finance, Economics, Business Management, or related field, plus 2 years of relevant experience (e.g., Investment Specialist, Investment Analyst, Research Analyst, or related occupation).
• Skills and experience required:
  • Proficiency with Bloomberg Terminal to analyze and interpret market and portfolio data across markets.
  • Experience designing and implementing end-to-end, API-driven Python workflows for quantitative fixed income analytics (rates, spreads, yields, returns) and generating customized client presentations.
  • Experience in end-to-end fixed income portfolio management, including portfolio construction, risk budgeting, and analysis of market dynamics for articulating Short-term Fixed Income Investment Strategies to institutional clients.
  • Ability to perform return and risk attribution using Bloomberg to isolate, quantify, and explain drivers of portfolio performance (returns and risk).
  • Strong knowledge of fixed income, portfolio management, bond math, and mechanics.

Job Details

• Location: 270 Park Avenue, New York, NY 10017
• Employment Type: Full-Time
• Salary: $150,000 per year

About Us

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans. We offer a competitive total rewards package including base salary, incentives, and comprehensive benefits. We are committed to diversity and inclusion and provide reasonable accommodations for applicants and employees with religious, mental health, or physical disability needs. For more information about accommodations, visit our FAQs.

JPMorgan Chase & Co. is a proud Equal Opportunity Employer.