Investment Specialist

Job Description

DESCRIPTION :

Duties : Conducting portfolio reviews for clients and preparing relevant investment recommendations with consideration of the US and Asian financial market regulations.

Working toward the client's long term investment and liquidity needs and other financial risk / obligation; Overseeing cross-border business relationships with Asian clients and providing them with asset allocation and investment advice across equity, fixed income, managed solutions (asset management funds), derivatives and alternatives.

Handling client trades with real-time execution across U.S., Asian and European markets with an understanding of the trading / settlement requirement in Asian and U.

S. markets. Researching financial markets using both proprietary and external financial analysis tools (Bloomberg, FactSet) and analyzing the clients' portfolios, including their investment objectives and constraints, developing the investment policy statements and asset allocation framework, and updating them on market developments that are relevant to their situation.

Managing sales process and enhancing client experiences by coordinating sales effort with Lending Advisors, Trust Officers and Wealth Advisors to provide a comprehensive cross-border wealth management solution.

This position requires up to 10% domestic and international travel.

QUALIFICATIONS :

Minimum education and experience required : Bachelor's degree in Economics and Finance, Mathematical Economics, Economics and Financial Math, Business Administration, Finance, Capital Markets, Mathematics, or related field of study plus 3 years of experience in the job offered or as Investment Specialist, Market Analyst, Business Analyst, or related occupation.

• Skills Required : Requires experience in the following : financial and investment advice across various asset classes to Asian clients;
• complex financial products; managing Asian client relationships, with consideration of Asian business culture; managing asset allocation strategies and risk management for clients, including portfolio construction and rebalancing based on client's goals;
• multi-asset class, including equities, fixed income, managed investment products, derivatives, hedge funds, private equity and other alternative investments;
• global macroeconomics and financial market dynamics in both developed markets and emerging markets; Goals based planning using Monte Carlo Simulation and Long Term Capital Market Assumptions;

Asset or Wealth Management; Bloomberg, FactSet, and Microsoft Suite; and financial data analysis and portfolio analytics.

Job Location : 560 Mission St., San Francisco, CA 94105. This position requires up to 10% domestic and international travel.

Telecommuting permitted up to 20% of the week.

Full-Time. Salary : $155,000 - $160,000 per year.

About Us

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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location.

For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and individual achievements and contributions.

We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more.

Additional details about total compensation and benefits will be provided during the hiring process.

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 FAQs for more information about requesting an accommodation.

JPMorgan Chase is an Equal Opportunity Employer, including Disability / Veterans

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.