Asset Management - Equity Investment Specialist - Associate
Job Description
The US Equity Investment Specialist team sits within the US Equity business within JPMorgan Asset Management. The team oversees nearly $890B in client assets for institutions and individual investors worldwide. This is a client‑facing team supporting our ~$210B US Equity Disciplined Core franchise that works with all client types and represents strategies in a variety of wrappers.
Responsibilities
Represent investment teams and strategies to internal partners, prospects and existing clients.
Position/message product with the goal of driving new business and providing superior client service.
Partner with portfolio managers, research analysts & distribution.
Assist in the entire client lifecycle: from initial request-for-proposals, to preparing meeting materials, to generating quarterly deliverables.
Work with product strategy, product development and other internal groups to oversee existing products and new product initiatives.
Understand the end-to-end process for client on‑boarding including negotiating Investment Management Agreements, Fee Schedules, Client Reporting and Investment Guidelines.
Qualifications
3+ years of experience and significant capital markets experience with a strong understanding of the financial services industry.
Bachelor’s degree.
Series 7 & 63 licenses.
Equity experience or a strong desire to learn about the equity markets.
Advanced knowledge of Microsoft PowerPoint & Excel.
Strong understanding of U.S. equity products and services and ability to assess risk.
Strong written communication, interpersonal and presentation skills.
Strong team player.
Strong understanding of the financial services industry and capital markets.
Strong understanding of investment performance, performance composites and attribution and advisory/model delivery relationships.
Benefits
We offer a competitive total rewards package including a base salary determined based on the role, experience, skill set and location. Eligible roles may receive commission‑based pay and/or discretionary incentive compensation, paid in cash and/or forfeitable equity. The package also includes comprehensive health care coverage, on‑site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Detailed compensation and benefits information will be provided during the hiring process.
Equal Opportunity Employer
We are an equal‑opportunity employer and place a high value on diversity and inclusion. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and mental health or physical disability needs. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans.
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