Investment Specialist Fixed Income
Job Summary
You are a strategic thinker passionate about driving solutions as an Investment Specialist . You have found the right team
As an Investment Specialist in the Fixed Income team you will be working with an established team that works closely with clients and client advisors based in EMEA. With your knowledge of Fixed Income Products you will be able to create materials that will help our clients investment in core fixed income strategies.
Job Responsibilities
- Preparation of Strategy presentations comprising of:
- Performance & Market value
- Analytics and characteristics of the portfolio
- Details on Holdings in the portfolio
- Prepare of customized Client presentations for ISs review meetings
- Analysis of portfolios including positioning analytics and performance results
- Assist with the preparation of client performance reports and investment review materials for new and existing clients and providing commentaries on performance drivers
- Assist in preparation of any other communication
- Monitoring guidelines and adherence for internal/external managed portfolios
- Co-ordinate with Sales Consultants and RFP teams to cater their requirements
- Any other requirement of the IS
Required qualifications capabilities and skills
- At least 3 years of experience in financial markets
- Strong quantitative and analytical skills (including data analysis and ability to understand data flows)
- Proficient in MS Office (Excel Word PowerPoint)
- Proactive positive approach. Able to grasp/learn concepts and procedures quickly
- Good Verbal and Written Communication skills
- Time management skills & ability to multi-task
- Delivery focus and detail-orientation with strong commitment to accuracy
- Self-starter and ability to work both independently and as a team player
Understanding of Equities and/or Fixed Income and the asset management business
Preferred qualifications capabilities and skills
- Knowledge of python would be an added advantage
- CFA/FRM candidature would be an added advantage
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