Investor, Menat, Associate
Vor 5 Tagen
**JOB DESCRIPTION**
For those with an entrepreneurial spirit, a tenacity to succeed and a passion for delivering world class service to our clients, this role is an exciting opportunity to further build your career. We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients.
**Job Summary**:
You will be working in close partnership with Senior Investors and Private Bankers to assist them with providing investment expertise to existing and prospective clients, as well as in identifying new business opportunities.
You will quickly establish credibility internally and externally, while also consulting with clients to determine their portfolio objectives and long term asset allocations. Our investment/product universe is the entire spectrum of WM open architecture platform including Fixed Income, Equities, Alternatives and global multi-asset mandates.
**Responsibilities**:
- Understand J.P. Morgan platform, solutions, investment philosophy to advise clients on holistic asset allocation and portfolio construction and tactical asset allocation shifts
- Provide preparatory and post execution support to the Investor team, assist Senior Investors with investment advisory and recommendations across multiple asset classes to Private Banking clients
- Perform portfolio evaluation / analyses and prepare presentation materials / client proposals
- Take ownership of the process flows to ensure the success of the team
- Execute trades across asset classes flawlessly including all regulatory requirements
- Educate and train analysts for the effective support of the overall investor team
- Work together with other teams in meeting all compliance, regulatory, risk management, operational, and due diligence requirements and compliance with internal policies
**Required Qualifications, Capabilities and Skills**:
- University degree holder with 3+ years of professional experience in a similar capacity
- Thorough understanding of portfolio construction and investment products across asset classes
- Strong analytical and excellent communication skills (you eloquently articulate investment ideas both verbally and on paper)
- Experience in trading and advisory and strong understanding of the needs and sensitivities of private individuals and families
- A proven track record of building trust and effectively managing relationships (both externally and internally)
- Experience working at a global asset manager with expertise across multiple products including equity, fixed income, alternatives investments
- Must be adaptable and able to work in a stressful and demanding environment
**Preferred Qualifications, Capabilities and Skills**:
- Perseverance, initiative, motivation are key attributes in being successful
- Strong communication (verbal and written) skills in English with high preference for additional fluency in Arabic given client-specific skills required for the role
**ABOUT US**
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. In accordance with applicable law, we make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as any mental health or physical disability needs.
**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.
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