The JPMorgan Chase & Co. invited applications for the post of Endowments and Foundation Investor Relations-Analyst
Qualifications
- 1-4 years of work experience in wealth management, financial services, or a related field
- CA/MBA/CFA preferred or Finance Graduates with relevant work experience within the Investor relations space
- Good knowledge of and genuine interest in financial markets and investments products
- Experience in RFP/RFI content writing
- Proficiency in Microsoft Office programs including Excel and PowerPoint, as well as Adobe PDF
- Working knowledge of Python, Alteryx, Tableau is preferred.
- We seek candidates with a unique blend of interpersonal and analytical skills. This person should efficiently leverage both qualitative and quantitative resources to understand complex situations and present solutions.
- Exceptional interpersonal, analytical, and communication skills (verbal & written)
- Superior time management and ability to prioritize a heavy workload
- Attention to detail and exceptional problem-solving skills
- Strong initiative, energy and confidence completing assignments independently
Responsibilities
- Serve as a resource to educate and provide information to the sales force on a large number of funds/strategies on the global Private Bank platform – primarily focused on the Endowments and Foundations
- Prioritize and respond to a high volume of advisor inquiries across multiple channels (e-mail, phone, instant messenger)
- Assist in developing and updating presentations and marketing materials for clients and internal meetings
- Handling Advisor and Client needs (inbox management, questions on Donor Advised Funds, reporting needs, etc.)
- Work on time sensitive ad-hoc analysis and projects
- Create Request for Proposals (RFPs) to prospect new business. As a Proposal Writer you will be responsible for developing timely, cohesive, high-quality, and dynamic proposals.
- Work with senior team members to develop and help understand initiatives aimed at improving the advisor/client experience (both internal & external), including increasing the efficiency of information flow and communication channels between different areas of the business.
JOB LOCATION: Mumbai, Maharashtra, India
For more details and to apply, click here
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