Outsourced Chief Investment Office Analyst - JPMorgan Chase & : Job Details

JobID: 210576479

Category: Analysts

JobSchedule: Full time

Posted Date: 2024-11-19T18:39:32+00:00

JobShift:

Base Pay/Salary: New York,NY $100,000.00-$110,000.00

Job Description:

We are seeking candidates with a unique blend of interpersonal and analytical skills. OCIO Analysts efficiently leverage both qualitative and quantitative resources to understand complex financial situations and present solutions. The analyst will play a very important role within the team, working closely with senior team members and cross functional teams to help facilitate business development and relationship management activities for the Group.

Key Responsibilities:

* Play a supporting role with clients:

* Understand client's investment plan, goals and objectives and work with Senior Portfolio Manager to develop investment plans and custom materials to support ongoing client dialogue

* Utilize tools to create investment reviews/plans on holistic asset allocation and portfolio construction and tactical asset allocation shifts

* Work with senior team members to help execute investment solutions in client accounts in accordance with client plans.

* Create investment reviews for clients to validate the clients' current investment objectives and prepare recommendations

* Contribute to new business development and regional expansion by:

* Supporting new business opportunities with Senior Portfolio Managers and other Integrated Team Members

* Partnering with cross functional teams to support key facets of OCIO business development

* Building strong relationships across internal product, client service and marketing areas

* Performing Sales management, including developing RFPs, pitches, road shows, campaigns, proposals

* Understand J.P. Morgan's investment platform, solutions, investment philosophy

* Interact effectively with the various internal product partners, banking teams, risk and compliance, marketing, etc.

* Develops a deep understanding of the Institutional client market: sizing, trends, competition, service models, both in the US and internationally

Required Qualifications, Skills and Capabilities:

* Bachelor's degree required

* Series 7, 63 & 65 or 7 & 66 required for position

* Coachable professional with good business sense and an energetic/dynamic personality

* Ability to work both independently and as a team player

* Excellent communication skills, both written and oral

* Strong analytical and quantitative skills

* Ability to multi-task and manage priorities effectively

* Ability to adapt to a rapidly changing business and technology environment

* Exceptional problem-solving skills

* Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint) and Internet/Intranet

* Ability to learn proprietary software and databases

Preferred Qualifications, Skills and Capabilities:

* Python / coding skills are desired

About The Team:

Outsourced Chief Investment Office ( OCIO ) is a dedicated team of portfolio managers leveraging the firm's global resources to provide customized investment solutions and advice for endowments, foundations and institutional families. Areas of specialization include: Customized asset allocation; Portfolio construction advice and execution; Manager Selection and due diligence; and Liquidity management and Investment Policy Statement guidelines and assistance. The team focuses on meeting the investment needs of not-for-profit organizations and institutional families ranging from $25mm - $1bn+ in assets globally.