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You are a strategic thinker passionate about driving solutions . You have found the right team
As an Investment Specialist within our dynamic team, you will spend each day defining, refining and delivering set goals for our firm.
You will be working with the Investment Specialist and Investor Relations team that is focused on growing the business through new clients, expanding existing relationships and delivering new product, as well as retaining current assets. You will work with the team on prospective opportunities and supporting existing client relationship
Job Responsibilities:
Lead the development and liaise with internal RFP team and investment team in the production and completion of requests for proposal (RFPs), requests for information (RFIs), due diligence questionnaires (DDQ), quarterly/monthly client/consultant questionnaires and ad-hoc requests. Assist with the on-going prospecting initiatives by staying on top of news feeds for potential search/RFP activities that can lead to new mandates.
Assist with all operational/administrative duties associated with Investor accounts †redemptions and contribution tracking.
Assist the fund level reporting efforts for all investors in the Infrastructure Group including client statements, snapshots, quarterly/annual reports as well as webcast coordination etc.
Work with internal constituent groups as well as consultants and clients to answer questions and address issues. Ensure timely, accurate and quality delivery of responses.
Identify and work on efficiency initiatives to help team continue to improve productivity. Maintain a high level of competency in reviewing data and reports and identifying gaps / issues.
Maintain a high level of competency in reviewing data and reports and identifying gaps / issues.
Required qualifications, capabilities, and skills:
Minimum 4 years of experience with financial product analysis, marketing, or client services.
MBA in finance/marketing/CFA.
Excellent written and verbal communication skills.
Excellent Excel and PowerPoint skills
Highly organized, detail-oriented, self-motivated, strong work ethic.
Comfort working in a fast-paced environment across multiple time zones.
Strong multi-tasking and time management skills.
Preferred qualifications, capabilities, and skills:
Knowledge of Infrastructure investing would be a plus.
Shift Timing: EMEA (1.30pm to 10.30pm)
JPMorgan Chase Bank, N.A., doing business as Chase Bank or often as Chase, is an American national bank headquartered in New York City, that constitutes the consumer and commercial banking subsidiary of the U.S. multinational banking and financial services holding company, JPMorgan Chase
Job ID: 146354121