Alternatives Investor Relations Analyst

Year    Mumbai, Maharashtra, India

Job Description

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You are a strategic thinker passionate about driving solutions using financial markets knowledge. You have found the right team.

As the Investor Support Professional in our Alternative Investment Team, you will spend each day defining, refining and delivering set goals for our firm

Job responsibilities
  • Serve as a resource to educate and provide information to the sales force on a large number of funds on the global Private Bank platform
  • Prioritize and respond to a high volume of advisor inquiries across multiple channels (e-mail, phone, instant messenger)
  • Assist with synthesizing, summarizing and messaging ongoing client communications and corporate actions to both the sales force and clients like, writing cover letters; Crafting and sending alerts internally; Working with teams both internally and externally to send these documents to clients both via hard copy mail and e-delivery
  • Partnering well across internal stakeholders (Alternatives Product Specialists, Due Diligence, Structuring, Product Development, Middle Office, Fund Accounting, Legal, Compliance, and client coverage teams, etc.).
  • Preparing and reviewing client communications with a focus on "client lens" and technical accuracy.
  • Assisting in the end-to-end client investor call and webcast process, which includes liaising with external vendors on logistics, preparing call invitations and client notifications, and preparing detailed call summaries for use by the sales force.
  • Collaborate with the Structuring team to update marketing materials like Flipbooks and Executive summaries

Required qualifications, capabilities, and skills
  • 1-3 years of work experience in wealth management, financial services, or a related field
  • CA/MBA/CFA/CAIA 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
  • Proficiency in Microsoft Office programs including Excel and PowerPoint, as well as Adobe PDF

Preferred qualifications, capabilities, and skills
  • Excellent communication skills (written & verbal) and relationship management skills
  • Knowledge of the Alternatives asset class and/or a passionate to learn about all aspects of Alternatives (Hedge Funds and Private Investments)
  • Project management and follow-through skills and Comfort with organizing and interpreting large amounts of data
  • Sensitivity to discretely handle highly confidential and related client/manager information
# 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 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.

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Job Detail

  • Job Id
    JD3053206
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Mumbai, Maharashtra, India
  • Education
    Not mentioned
  • Experience
    Year