Asset Management, Associate, Funds Sales Support, Milan

J.P. Morgan Asset & Wealth Management is a global leader in investment and wealth management, serving institutions, high-net-worth individuals, and retail investors worldwide. The division offers investment management across all major asset classes, including equities, fixed income, alternatives, multi-asset, and money market funds, as well as retirement products, brokerage, and banking services.

 

The Role

We are seeking a highly motivated and experienced Senior Associate to join the Funds Sales Support team in Milan on a permanent contract. The successful candidate will play a pivotal role in supporting the local team, driving business performance, and ensuring operational excellence across a range of strategic and analytical activities.

 

Key Responsibilities:

• Lead advanced analysis of fund sales and business performance, including sales, revenue, and market data analysis.
• Oversee business risk management and ensure effective controls are in place, maintaining compliance with corporate objectives and policies.
• Coordinate and monitor the workflow for Client Advisor presentations, including data updates, translations, and compliance sign-off.
• Supervise all aspects of client reporting (Solvency II, PRIIPS, MiFID II, etc.) and manage ad hoc requests with internal and external stakeholders (insurance companies, institutional clients, asset managers, advisory desks).
• Develop and strengthen strategic client relationships, providing business solutions and comprehensive support to both internal and external stakeholders.
• Drive cross-functional business projects and continuous improvement initiatives with an entrepreneurial and innovative approach.
• Prepare and oversee periodic and ad hoc business performance presentations and reviews, with a focus on MIS, net sales analysis, and product/client allocation monitoring.

Core Skills and Experience:

• Graduate degree in Economics or Finance (mandatory).
• Minimum of 5 years’ experience in a similar role within asset management or the funds industry (mandatory).
• Advanced knowledge of the Italian retail investors market and its dynamics (mandatory).
• Deep understanding of Lux and Irish UCITS ranges and the Italian fund industry (mandatory).
• Strong analytical, organizational, and project management skills.
• Proactive attitude, with the ability to work independently and as part of a team.
• Excellent relationship management and communication skills, with the ability to engage effectively with stakeholders at all levels.
• Advanced computer skills (Microsoft Office, CRM tools).
• Italian mother tongue and fluent in English (written and spoken).

 

What We Offer:
An outstanding opportunity to further develop your career and gain in-depth knowledge of the asset management industry within one of the world’s leading financial institutions.

 

J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world’s most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.
   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.