Asset Management - Fixed Income Investment Specialist - Associate

The Global Fixed Income, Currency and Commodities team (GFICC) at J.P. Morgan Asset Management is one of the world’s deepest and best-resourced fixed income managers, with expertise across all major fixed income sectors, including niche markets. Every investment decision in our fixed income solutions is underpinned by the proprietary research of a globally integrated team of sector specialists. Our shared research language, combining fundamental, quantitative valuation and technical inputs, facilitates the comparison of ideas across sectors and geographies. Global Fixed Income, Currency and Commodities manages a broad range of strategies, through funds and/or separate accounts, including broad market, long duration, stable value, intermediate high yield, emerging market debt, short and ultra-short duration, global bonds, structured products, mortgages and tax-aware strategies.

As an Investment Specialist Associate, you will join the Investment Specialist team and collaborate with internal partners, portfolio managers and other investor support colleagues to contribute to client service, marketing and operational functions. You will receive guidance from a supportive team to help you learn, grow and contribute to the overall investment specialist support function. Over time, you can expect to undertake assignments that allow you to grow your understanding of the fixed income market and elevate your contributions to the team. 

Job Responsibilities

• Prepare and review customized monthly client reports
• Manage monthly deliverable process, ensuring timely completion and delivering efficiencies
• Prepare customized presentations for client portfolio and fund review meetings
• Prepare and maintain strategy and fund presentations
• Conduct monthly data downloads and maintain backup files
• Update and maintain key data points for RFP and client requests
• Collaborate with investment specialists in responding to client-related, sales, consultant and RFP team’s requests for information
• Contribute to strategic projects and drive efficiencies

Required qualifications, capabilities and skills 

• Minimum 2 years work experience with fixed income knowledge
• Undergraduate degree from an accredited university
• Proficient-to-advanced experience in MS Office (Excel, PowerPoint and Word)
• Exceptional organizational, process management, and prioritization skills
• Strong analytical skills with an emphasis on detail orientation
• Ability to work both independently and as part of a team
• Strong initiative, energy and confidence
• Proactive, positive approach with ability to learn concepts and procedures quickly

Preferred qualifications, capabilities and skills

• Interest in finance, marketing or investment management
• Python Coding

JPMorgan Chase & Co., 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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

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 disa