We are actively looking for exceptionally talented individuals who are collaborative confident and motivated to provide a first-class experience to clients. If you have an entrepreneurial mind-set and are looking to constantly challenge yourself J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets businesses and functions to provide you with the opportunity to take your career to the next level.
As an Investment Professional (Single Coverage) Analyst at J.P. Morgan you will be part of a dynamic team providing support to Client Advisors in all facets of daily business routine. You will have the opportunity to work in a team-oriented environment with various stakeholders ensuring an exceptional level of client satisfaction. This role will challenge you to use your communication and relationship management skills as well as your knowledge in finance law or business-related subjects.
Job responsibilities
Monitor client accounts and assist with dailyaccount administration
Support Client Advisors in Know-Your-Client documentation and processes and Suitability assessments and reporting
Assist in account opening process and internal preparation to facilitate subsequent investments
Manage documentation (Alternatives Suitability Investment Parameters OTC etc.)
Advises and brokerage accounts trade execution and daily control over trade settlement
Liaise with Operations Client Service Specialist Supervisory Management Risk Management and Investor Support teams
Support Business Analysts in preparing reviewing and approving Investment Performance review presentations for Investors to deliver to clients. Assisting in development of marketing pitches and investment ideas and review prospect/banking products pitches
Maintain risk management monitoring of the portfolios for investment purposes regulatory purposes and other compliance issues
Maintain internal account and manage coverage as well as internal financial reports
Required qualifications capabilities andskills
University degree in finance law or business related subject (or equivalent)
Fluent in English and Italian
PowerPoint and Excel expertise required
Excellent interpersonal skills both written and oral
Self-starter extremely organized and detailed-oriented with strong commitment to accuracy
Good judgment and problem solving skills
Ability to work both independently and as a team player
Required Experience:
Unclear Seniority
JPMorganChase, 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 ov ... View more