Vice President, Investment Specialist - US Equities

Job Description

You are a strategic thinker passionate about driving solutions in Portfolio Strategy. You have found the right team.

As an Investment Specialist Lead within US Equities team, you will be responsible for setting and improving our organizational objectives, and ensuring their consistent accomplishment.

Job Responsibilities

• Oversee the India-based team of 12 members, including the team lead.
• Prepare strategy presentations with detailed portfolio analysis, positioning, analytics, and performance results.
• Assist in creating high-quality written content on products and markets for client communications.
• Coordinate with Sales, Consultants, and RFP teams to address client requirements using product expertise.
• Represent the Investment Solutions team and collaborate with other teams on various ad-hoc projects.
• Respond to ad-hoc data requests and reporting needs efficiently.
• Communicate key selling points of products and market trends to stakeholders.
• Prepare customized client presentations for Investment Solutions review meetings.
• Analyze portfolio data to support strategic decision-making.
• Support the development and execution of organizational objectives.
• Ensure consistent delivery of accurate and detailed information to clients and internal teams.

Required Qualifications, Capabilities And Skills

• Post Graduate or MBA with at least 8 years of experience in financial markets.
• Excellent written and verbal communication skills.
• Proven team leadership and people management experience.
• Strong understanding of equities (or any asset class), portfolio management practices, and the asset management business.
• Proficiency in MS Office (Excel, Word, PowerPoint).
• Strong quantitative and analytical skills, including data analysis and understanding data flows.
• Proactive and positive approach with ability to learn concepts and procedures quickly.
• Strong interpersonal and organizational skills.
• Ability to anticipate problems, think ahead, and ask relevant questions.
• Effective time management skills and ability to multi-task.
• Delivery-focused with strong attention to detail and commitment to accuracy.

About Us

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

About The Team

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

Key skills/competency

• Portfolio Strategy
• US Equities
• Team Leadership
• Portfolio Analysis
• Client Communication
• Asset Management
• Data Analysis
• MS Office
• Financial Markets
• Strategic Decision-Making