Job Description

WM Investment Solutions Investor Relations Alternatives Analyst

JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.4 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small business, commercial banking, financial transaction processing, and asset management. JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world\'s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com .

Global Finance & Business Management ("GF&BM") India is a combined LOB-aligned (Line of Business-aligned) finance & business support team located in India and is part of JPMorgan\'s global capability center (GCC). We are part of the Office of the CFO (OCFO) organization within JPMorgan, which has 13000+ people across the globe, majority of whom are tasked with managing the firm\'s Finance function, responsible for reporting quarterly earnings and complying with regulatory requirements along with managing the firm\'s capital.

GF&BM India was established in September 2002 and currently we have a network of more than 3400+ professionals based out of our Mumbai, Bengaluru and Hyderabad offices who support four main "pillars" of work - Controllers, Planning & Analysis, Finance Operations and Business Client & Products. The teams in India are aligned to the respective LOBs that they support which include Corporate and Investment Banking (CIB), Commercial Banking (CB), Consumer and Community Banking (CCB), Asset & Wealth Management (AWM) and Corporate/Firmwide functions.

We have a strong culture that embodies the principles that guide us in how we do business across the firm. We strive to create a workplace that values and respects individual viewpoints, while at the same time challenging the status quo to make continuous improvements in our processes.

JPMorgan is an equal opportunity employer and places high value on diversity and inclusion. We recognize that our people are our strength and diversity of thought and practices makes us more successful. The current opening is within Investor Relations in Mumbai which forms part of the AWM LOB within GF&BM India.

Equal Opportunity Employer/Disability/Veterans

Private Bank:

With more than 160 years of experience, J.P. Morgan Private Bank is a global wealth management leader that delivers the highest quality advice, service, capabilities and products to high net worth individuals and families around the world. The Private Bank delivers highly customized and comprehensive solutions to help clients with the many complexities they face on their balance sheets. The Private Bank is involved with every facet of wealth management, including investments, liquidity and credit management, and tax and estate planning. The business model focuses on deep client relationships through an integrated team structure with a platform of depth and breadth.

Investment Solutions provides Wealth Management clients with investment management solutions across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds.

About the Investor Relations Analyst Role:

On the Alternatives side, The Alternative Investments Group ("AIG") identifies, performs due diligence on, and markets alternative investments such as private equity, hedge funds and real estate to the clients within the Private Bank, globally. The Investor Relations Team serves as liaison between the AIG clients (internal and external) and the general partners/fund managers of private equity funds, real estate funds and hedge funds offered on the Private Bank\'s platform. The team primarily supports sales and relationship management activities of the Alternatives funds platform, including client events, fund communications and ad hoc special projects and analyses.

:

This role will work closely with a wide variety of internal teams (including Due Diligence, Structuring, Marketing, Middle Office, Fund Accounting, Tax, and Legal & Compliance) to assist in the day-to-day servicing of inquiries from our salesforce regarding Alternative Investments. The Investor Relations team is responsible for the execution of internal and external communication for 250+ funds (including both client letter-writing and internal e-mail communications to senior members of the Private Bank). Members of the Investor Relations team must demonstrate excellent organizational skills and the ability to effectively handle multiple priorities while demonstrating independent initiative, adaptability and sound decision-making skills.

Role and 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. This includes:
  • 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.
• Handling Advisor and Client needs (inbox management, questions, reporting needs, corporate actions, etc.)
• Developing a deep understanding of our client and advisor needs and sensitivities.
• 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
• Helping implement the digital, tech, Artificial Intelligence transformation agenda as new processes and systems are put in place.

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.

Requirements:

• 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

The key attributes for this candidate will include:

• Client-focused
• 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)
• Strong team player with an entrepreneurial predisposition and strong interpersonal skills as required to interact with personnel across the team and firm
• Project management and follow-through skills
• Sensitivity to discretely handle highly confidential and related client/manager information
• Comfort with organizing and interpreting large amounts of data
• Strong initiative, energy and confidence completing assignments with limited supervisio

Shift:EMEA 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.