Job Description

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

As the Investor Relations Analyst in our Investor Relations 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/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)
• Leverage knowledge about our investments solutions, the markets, and views from the Chief Investment Office to assist in writing portfolio commentary
• 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
• Oversee quality control checks to ensure data integrity and accuracy for content created by the team
• Assist in developing and updating presentations and marketing materials for clients and internal meetings
• Liaise with internal stakeholders (due diligence, finance, compliance, business management, etc.) on a variety of initiatives, including regulatory, technology, etc.Handling Advisor and Client needs (inbox management, questions on Donor Advised Funds, reporting needs, etc.)
• Work on time sensitive ad-hoc analysis and projects and create Request for Proposals (RFPs) to prospect new business. As a Proposal Writer you will be responsible for developing timely, cohesive, high-quality, and proposals.

Required qualifications, capabilities, and skills

• 1-3 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 and proficiency in Microsoft Office programs including Excel and PowerPoint, as well as Adobe PDF

Preferred qualifications, capabilities, and skills

• Exceptional interpersonal, analytical, and communication skills (verbal & written)
• Superior time management and ability to prioritize a heavy workload and ability to operate in a fast-moving and demanding environment
• Good judgment and discretion working with highly confidential information and attention to detail and exceptional problem solving skills
• Strong initiative, energy and confidence completing assignments independently

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.