Investment Specialist Associate: Private Credit Solutions Group

We are seeking an Analyst/Associate to join our Investment Specialist team which serves as the main point-of-contact for our clients, prospects, and J.P. Morgan Asset Management's Client Advisors. As an Analyst in the Private Credit Solutions Group, you will play a key role in coverage of investors across private credit accounts. You will also work closely with senior members of the team to develop compelling marketing materials and to help tell our story to both existing clients and prospects. Superior candidates will demonstrate a strong work ethic, be creative and proactive in problem solving, be adaptable and comfortable in high pressure situations.

The role will provide candidates with an opportunity to learn how to craft compelling messages and problem solve in a fast-paced environment. We are looking for individuals who are interested in markets and demonstrate intellectual curiosity regarding our investment offerings. Being proactive and anticipating the next steps are critical for success. The candidate will primarily work on the below with additional responsibilities developing based on the team's needs and the candidate's skillset.

- Produce and review regular reporting and commentary on client portfolios

- Help support business development efforts by working closely with team leaders to develop compelling marketing presentations for both external and internal audiences

- Support senior team members with ad-hoc tasks and client deliverables

- Assist in the preparation for portfolio reviews with existing clients including creation of materials

- Contribute to and take ownership of high-profile projects and business initiatives as needed

- Respond to client queries and formal Requests for Proposal

- Collaborate with various teams to support data enrichment and automation efforts to enhance sales and marketing processes

The ideal candidate will possess the qualities below:

- Outstanding work ethic and commitment to success

- Demonstrated interest in private credit investments

- Proactive mindset and ability to anticipate questions and team needs

- Superior Excel and PowerPoint skills, python experience a plus

- Strong written and verbal communication skills

- Well organized work style with intense focus on details

- An understanding of investment risk and return statistics

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 over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include 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. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. 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 beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

Base Pay/Salary
NY $100, 000.00 - $110, 000.00 / year