Asset Management, Multi Asset Solutions, Program Analyst

Job Summary

The Investment Specialist Program Analyst on the Beta Strategy Multi Asset Solutions team is responsible for all commercial and client-facing activity within the investment team. You will partner with portfolio managers, researchers, technologists, and other functions to grow the business and help ensure the IS team delivers best-in-class service to internal and external parties, with a primary focus on J.P. Morgan Asset Management’s tax-smart direct indexing capabilities.

J.P. Morgan Asset Management offers tax-managed equity strategies to financial intermediaries, aiming to provide equity market exposure while implementing investor-directed customization and enhanced tax management. These strategies are among the fastest-growing components of J.P. Morgan Asset Management, with the Tax Smart SMA Platform responsible for over $25 billion in assets under management across 10,000+ individual client accounts. You will support the continued build out of these capabilities, including new opportunities across the United States.

Job Responsibilities

• Provide account updates, market updates, strategy changes, and responses to ad-hoc client queries to Senior Investment Specialists, who communicate updates with clients or use the information for client meetings.
• Present materials for maintenance and development of client presentations (e.g., pitch books, portfolio reviews) as well as marketing materials; craft creative solutions to meet varying client needs while partnering with portfolio managers and other investment specialists to develop and revise materials as appropriate.
• Support relationships with sales channels and serve as an initial point of contact for questions from internal client advisors.
• Create regular client reports detailing investment positioning, performance, attribution, strategy outlook, and market commentary, including writing detailed portfolio and market commentary; partner with portfolio management and Client Reporting teams.
• Draft initial responses to client deliverables, including RFPs and monthly/quarterly/ad-hoc questionnaires; work with client advisors, their sales associates, marketing, and RFP writers.
• Gather, analyze, and maintain a warehouse of information on industry peers and their competitive products.

Required Qualifications, Skills, and Capabilities

• At least 1+ year of experience in the financial industry, preferably in Asset Management.
• Ability to deliver results in a timely and accurate manner, frequently under tight deadlines.
• Strong attention to detail and a commitment to unsupervised follow-up.
• Strong organizational skills and ability to manage multiple simultaneous tasks.
• Strong communication skills, including written and verbal.
• Executive presence, exceptional aptitude, positive energy, and a confident demeanor.
• Positive attitude and creative thinking; ability to take direction from the team while recognizing when to challenge the status quo and drive process improvements.
• Series 7, Series 63, SIE.

Preferred Qualifications, Skills, and Capabilities

• Proficiency in Excel and PowerPoint (Python, VBA, FactSet, Morningstar Direct, and Bloomberg knowledge are a plus).
• CFA designation or desire to pursue a CFA designation.
• Working knowledge of multiple asset classes, including equities and fixed income.
• Undergraduate degree.
• Knowledge of equity or tax-managed strategies.