Wealth Management, Institutional Investment Solutions, Associate
Wealth Management, Institutional Investment Solutions, Associate
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Job Description
Institutional Investment Solutions (IIS)is a dedicated team of regionally based portfolio managers leveraging the firms global resources to provide customized investment solutions and advice for endowments foundations and institutional families. Areas of specialization include: Investment thought leadership Customized asset allocation; Portfolio construction advice and execution; Manager Selection and due diligence; and Liquidity management and Investment Policy Statement guidelines and assistance. The team focuses on meeting the investment needs of not-for-profit organizations and institutional families ranging from $250mm - $10bn in assets globally.
As a Institutional Investment Solutions Associate in Wealth Management you will efficiently leverage both qualitative and quantitative resources to understand complex financial situations and present solutions. You will play a very important role within the team working closely with senior team members and cross functional teams to help facilitate business development and relationship management activities for the Group. We are seeking candidates with a unique blend of interpersonal and analytical skills.
Job Responsibilities:
- Play a supporting role with clients:
- Understand clients investment plan goals and objectives and work with Senior Portfolio Manager to develop investment plans and custom materials to support ongoing client dialogue utilize tools to create investment reviews/plans on holistic asset allocation and portfolio construction and tactical asset allocation shifts.
- Work with senior team members to help execute investment solutions in client accounts in accordance with client plans.
- Create investment reviews for clients to validate the clients current investment objectives and prepare recommendations
- Contribute to new business development and regional expansion by:
- Supporting new business opportunities with Senior Portfolio Managers and other Integrated Team Members
- Partnering with cross functional teams to support key facets of IIS business development
- Building strong relationships across internal product client service and marketing areas
- Performing Sales management including developing RFPs pitches road shows campaigns proposals mandates reports
- Understand J.P. Morgans investment platform solutions and investment philosophy and interact effectively with various internal product partners banking teams risk and compliance marketing etc.
- Develop a deep understanding of the Institutional client market: sizing trends competition service models both in the Asia and internationally.
RequiredQualifications Capabilities and Skills:
- Bachelors degree required
- Coachable professional with good business sense and an energetic/dynamic personality
- Ability to work both independently and as a team player
- Excellent communication skills both written and oral
- Proficiency in English Mandarin and Cantonese is required as there will be frequent interactions with clients and stakeholders from the region
- Strong analytical and quantitative skills
- Ability to multi-task and manage priorities effectively
- Ability to adapt to a rapidly changing business and technology environment
- Exceptional problem-solving skills
- Proficiency with Microsoft Office Suite (Word Excel and PowerPoint) and Internet/Intranet
- Ability to learn proprietary software and databases
Preferred Qualifications Capabilities and Skills:
- Python / coding skills are desired
- Holding licenses for Type 14 & 9 regulated activities
Required Experience:
IC
Employment Type
Full-Time
