DescriptionJ.P. Morgan Asset & Wealth Management is a global leader in investment and wealth management serving institutions high-net-worth individuals and retail investors worldwide. The division offers investment management across all major asset classes including equities fixed income alternatives multi-asset and money market funds as well as retirement products brokerage and banking services.
The Role
We are seeking a highly motivated and experienced Senior Associate to join the Funds Sales Support team in Milan on a permanent contract. The successful candidate will play a pivotal role in supporting the local team driving business performance and ensuring operational excellence across a range of strategic and analytical activities.
Key Responsibilities:
- Lead advanced analysis of fund sales and business performance including sales revenue and market data analysis.
- Oversee business risk management and ensure effective controls are in place maintaining compliance with corporate objectives and policies.
- Coordinate and monitor the workflow for Client Advisor presentations including data updates translations and compliance sign-off.
- Supervise all aspects of client reporting (Solvency II PRIIPS MiFID II etc.) and manage ad hoc requests with internal and external stakeholders (insurance companies institutional clients asset managers advisory desks).
- Develop and strengthen strategic client relationships providing business solutions and comprehensive support to both internal and external stakeholders.
- Drive cross-functional business projects and continuous improvement initiatives with an entrepreneurial and innovative approach.
- Prepare and oversee periodic and ad hoc business performance presentations and reviews with a focus on MIS net sales analysis and product/client allocation monitoring.
Core Skills and Experience:
- Graduate degree in Economics or Finance (mandatory).
- Minimum of 5 years experience in a similar role within asset management or the funds industry (mandatory).
- Advanced knowledge of the Italian retail investors market and its dynamics (mandatory).
- Deep understanding of Lux and Irish UCITS ranges and the Italian fund industry (mandatory).
- Strong analytical organizational and project management skills.
- Proactive attitude with the ability to work independently and as part of a team.
- Excellent relationship management and communication skills with the ability to engage effectively with stakeholders at all levels.
- Advanced computer skills (Microsoft Office CRM tools).
- Italian mother tongue and fluent in English (written and spoken).
What We Offer:
An outstanding opportunity to further develop your career and gain in-depth knowledge of the asset management industry within one of the worlds leading financial institutions.
Required Experience:
IC
DescriptionJ.P. Morgan Asset & Wealth Management is a global leader in investment and wealth management serving institutions high-net-worth individuals and retail investors worldwide. The division offers investment management across all major asset classes including equities fixed income alternative...
DescriptionJ.P. Morgan Asset & Wealth Management is a global leader in investment and wealth management serving institutions high-net-worth individuals and retail investors worldwide. The division offers investment management across all major asset classes including equities fixed income alternatives multi-asset and money market funds as well as retirement products brokerage and banking services.
The Role
We are seeking a highly motivated and experienced Senior Associate to join the Funds Sales Support team in Milan on a permanent contract. The successful candidate will play a pivotal role in supporting the local team driving business performance and ensuring operational excellence across a range of strategic and analytical activities.
Key Responsibilities:
- Lead advanced analysis of fund sales and business performance including sales revenue and market data analysis.
- Oversee business risk management and ensure effective controls are in place maintaining compliance with corporate objectives and policies.
- Coordinate and monitor the workflow for Client Advisor presentations including data updates translations and compliance sign-off.
- Supervise all aspects of client reporting (Solvency II PRIIPS MiFID II etc.) and manage ad hoc requests with internal and external stakeholders (insurance companies institutional clients asset managers advisory desks).
- Develop and strengthen strategic client relationships providing business solutions and comprehensive support to both internal and external stakeholders.
- Drive cross-functional business projects and continuous improvement initiatives with an entrepreneurial and innovative approach.
- Prepare and oversee periodic and ad hoc business performance presentations and reviews with a focus on MIS net sales analysis and product/client allocation monitoring.
Core Skills and Experience:
- Graduate degree in Economics or Finance (mandatory).
- Minimum of 5 years experience in a similar role within asset management or the funds industry (mandatory).
- Advanced knowledge of the Italian retail investors market and its dynamics (mandatory).
- Deep understanding of Lux and Irish UCITS ranges and the Italian fund industry (mandatory).
- Strong analytical organizational and project management skills.
- Proactive attitude with the ability to work independently and as part of a team.
- Excellent relationship management and communication skills with the ability to engage effectively with stakeholders at all levels.
- Advanced computer skills (Microsoft Office CRM tools).
- Italian mother tongue and fluent in English (written and spoken).
What We Offer:
An outstanding opportunity to further develop your career and gain in-depth knowledge of the asset management industry within one of the worlds leading financial institutions.
Required Experience:
IC
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