Job Overview
Who's the hiring manager?
Sign up to PitchMeAI to discover the hiring manager's details for this job. We will also write them an intro email for you.
Job Description
Equity Investment Specialist
The US Equity Investment Specialist team sits within the US Equity business within JPMorgan Asset Management. The team oversees nearly $890B in client assets for institutions and individual investors throughout the world. This is a client facing team supporting our ~$210B US Equity Disciplined Core franchise that works with all client types and represents strategies in a variety of wrappers.
As an Equity Investment Specialist on the Equity Investment Specialist team, you will represent investment teams and strategies to internal partners, prospects and existing clients. You will be responsible for positioning/messaging product with the ultimate goal of driving business both in terms of new business and providing superior client service. To do this effectively requires a strong partnership with portfolio managers and other investors. The Investment Specialist role is independent, but it sits within a team that shares a common goal. You will work with product strategy, product development and other internal groups to oversee existing products and new product initiatives.
Job Responsibilities
- Represent investment teams and strategies to internal partners, prospects and existing clients.
- Position/message product with the goal of driving new business and providing superior client service.
- Partner with portfolio managers, research analysts & distribution.
- Assist in the entire client lifecycle: from initial Request-for-proposals, to preparing meeting materials, to generating quarterly deliverables.
- Work with product strategy, product development and other internal groups to oversee existing products and new product initiatives.
- Understand the end-to-end process for client on-boarding including negotiating Investment Management Agreements, Fee Schedules, Client Reporting and Investment Guidelines.
Key skills/competency
- Equity Investment Specialist
- Asset Management
- Client Service
- Financial Services Industry
- Capital Markets
- US Equity Products
- Investment Strategies
- Portfolio Management
- Client Onboarding
- Microsoft PowerPoint and Excel
How to Get Hired at JPMorganChase
- Tailor your resume: Highlight 3+ years of capital markets experience and financial industry knowledge. Emphasize equity experience or a strong desire to learn the equities markets.
- Showcase skills: Clearly demonstrate your advanced proficiency in PowerPoint and Excel, along with a strong understanding of US equity products and risk assessment.
- Quantify achievements: Use numbers to illustrate your impact in driving new business, client service, or managing client lifecycles in previous roles.
- Prepare for interviews: Be ready to discuss your understanding of investment performance, composites, attribution, and advisory models.
- Demonstrate teamwork: Emphasize your strong interpersonal and presentation skills, and your ability to collaborate effectively as a team player.
Frequently Asked Questions
Find answers to common questions about this job opportunity
Explore similar opportunities that match your background