Job Description

Job Category: Client Advisory
:
You are a strategic thinker passionate about driving solutions in Marketing and Client Relations for Global Real Estate. You have found the right team.
As an Investment Specialist within our Global Real Estate team, you will be responsible for setting and improving our organizational objectives, and ensuring their consistent accomplishment.
Job Responsibilities:

• Prepare and update marketing collaterals, including strategy pitch books, product profiles, and ad-hoc materials.
• Complete updates to consultant databases in collaboration with the dedicated team.
• Respond to requests for proposals (RFPs), requests for information (RFIs), and due diligence questionnaires; prepare competitor analysis on Real Estate funds.
• Collaborate with internal teams, consultants, and clients to answer questions and resolve issues, ensuring timely and accurate responses.
• Update and maintain internal databases, client cash flows, fund AUMs, and other records on a monthly and quarterly basis.
• Assist with fund-level reporting for all investors, including client statements, snapshots, and quarterly/annual reports.
• Review data and reports to identify gaps and issues, maintaining a high level of competency.
• Identify and implement efficiency initiatives to improve team productivity.
• Participate in weekly meetings, information-sharing sessions, and fund webcasts.
• Support the growth of the business by expanding existing relationships and delivering new products.
• Ensure quality and accuracy in all client-facing materials and communications.

Required qualifications, capabilities, and skills:

• At least 4years' experience in financial product analysis, marketing, or client services in real estate markets
• Excellent written and verbal communication, analytical, and organizational skills.
• Detail-oriented and organized, with a meticulous approach to ensuring data accuracy.
• Strong time management skills and ability to multi-task.
• Advanced proficiency in Excel and PowerPoint.

Comfort working in a fast-paced environment across multiple time zones.
Preferred qualifications, capabilities, and skills:
CFA is a plus.
About Us:
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 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. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our for more information about requesting an accommodation.
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.?

Skills Required