J.P. Morgan Wealth Management- Analyst, Liquidity Specialist
J.P. Morgan Wealth Management- Analyst, Liquidity Specialist
Employer Active
Job Alert
You will be updated with latest job alerts via email
Share
Job Alert
You will be updated with latest job alerts via email
Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
TheJ.P. Morgan Wealth Management Liquidity Specialistteam is responsible for driving awareness and adoption ofshort-term investment solutions including Money Market Funds Brokered CDs Ultrashort Bond Funds Mutual Funds Treasuries Managed Bond Ladders as well as Banking products to support clients long term goal. A successful candidate will support senior Liquidity Specialists with advisors and leadership as they work to support their clients.
As an Analyst Liquidity Specialist within the J.P. Morgan Wealth Management Liquidity Specialist team you will support senior Liquidity Specialists with advisors and leadership as they work to support their clients. You will have the opportunity to promote awareness and adoption of short-term investment solutions work on strategies to attract and retain assets and collaborate with various teams to create impactful client communications and educational materials.
Job responsibilities:
- Translate and synopsize data to support strategies and solutions based on client goals and objectivesin efforts to attract and retain assets
- Work with the Liquidity Specialist on Field Leadership and Financial Advisor strategy to drive adoption and utilization of team
- Provide support for awareness campaigns market updates prospecting opportunities advisor resources and client communications
- Assist in the development of educational product presentationsawareness campaigns and market updates focused on liquidity solution
- Work alongside the Liquidity Specialists with the liquidity management framework and cash bucketing concepts
- Partner with marketing teams to create actionable ideas collateral
- Partner with Data & Analytics team to curate opportunity lists
- Liaise across the firm as appropriate establishing and maintaining partnerships with the broader Investments and Products organization to foster cross collaboration idea sharing and client deepening opportunities
Required qualifications capabilities and skills:
- Series 7 66 licensed
- 2 years of financial services experience
- High level of proficiency using Microsoft Office products such as Excel and PowerPoint with the ability to translate and synopsize data using strong analytical skills to support strategies and solutions
- Strong verbal and written communication skills
- Basic knowledge of macro interest rate environment; understanding of wealth management
- Diversified wealth management and investment skills
- Team-oriented with ability to interact effectively with various functions
- Bachelors degree required
Preferred qualifications capabilities and skills:
- Investments experience strongly preferred
- Banking lending and investment solutions a plus
Required Experience:
IC
Employment Type
Full-Time
