Institutional Investment Solutions, Analyst

Job Description:

We are seeking candidates with a unique blend of interpersonal and analytical skills. IIS 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 IIS business development
  • Building strong relationships across internal product, client service and marketing areas
  • Performing Sales management, including developing RFPs, pitches, road shows, campaigns, proposals, mandates, reports
• 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 
• Series 7, 63 & 65 or 7 & 66 
• 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  
• Fluent in Spanish 

Preferred Qualifications, Skills and Capabilities:

• Python / coding skills 

About The Team:
Institutional Investment Solutions (“IIS”) 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.

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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also