Wealth Management Global Investment Strategy Analyst
Job Summary
The GlobalInvestment Strategy (GIS) team is responsible fordeveloping and communicatingtheinvestment narrative across J.P. MorganWealth team has a unique and broad mandatetosynthesize Wealth Management viewsacrossall asset classes sectors and geographiesandtosharetheseinsights viainternal sales force education external client presentationsandinternal and for content distribution include internal channels such as the daily Morning Meeting and external publications such as Up to Speed Top Market Takeaways Asia Strategy Focus and the Key Investment team leverages resourcesand relationshipsacross the entire J.P. MorganPrivate Bank franchise tosynthesize our views into insightful relatable and actionable messages for our advisors and clients.
As an Analystwithin Global Investment Strategy team youll help shape how our investment views are communicated across the region partnering with strategists and stakeholders to translate markets macro themes and business priorities into clear actionable messaging for advisors and clients. Youll be part of a dynamic and diverse global Solutions team with a focus on tying our views and investment solutions together into a robust portfolio construction framework with the goal of driving business results. Youll drive the daily APAC Morning Meeting end-to-end create high-impact content across presentations articles and video and scale distribution through digital channels. With direct exposure to senior leadership youll have real opportunity to influence outcomes and elevate the strategy agenda across APAC and globally.
Job Responsibilities:
- Own the daily APAC Morning Meeting end-to-endplan coordinate and execute a bank-wide forum that aligns advisors on market views investment solutions and business priorities.
- Partner across the Private Bank and other lines of business to develop investment themes ideas and clear messaging for the APAC Morning Meeting.
- Produce high-quality Investment Strategy content on tight timelinespresentations articles and videoworking closely with partners across the Private Bank.
- Scale our investment messaging digitally by strengthening distribution channels and internal communications so views reach advisors and clients consistently and at speed.
- Support APAC and global business strategy initiatives contributing to projects that help shape how the franchise grows.
- Collaborate with senior Global Investment Strategy leaders to develop and communicate our views building your knowledge of macroeconomics cross-asset investing portfolio construction and wealth planning.
Required qualifications capabilities and skills:
- Strong understanding (or strong interest in building it quickly) in Wealth Management and the J.P. Morgan Private Bank platform products and processes.
- Excellent communication skillsclear confident written and verbal communication strong stakeholder management and a collaborative mindset.
- Ownership and paceable to manage multiple workstreams with urgency attention to detail and minimal supervision.
- Influence and judgmentcomfortable engaging stakeholders across seniority levels synthesizing competing priorities and making thoughtful decisions to move work forward.
- Markets and strategy foundationworking knowledge of financial markets macro themes investment strategy and wealth planning concepts.
- Bilingual business proficiency required: strong English and Chinese (reading and writing).
Required Experience:
IC
About Company
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