Asset Management - Client Analyst - Analyst
at J.P. Morgan
Posted 16 days ago
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Join J.P. Morgan Asset Management's Toronto team as an Advisor Analyst supporting the sales function and coordinating business development initiatives. You will help manage roadshows, client events, CRM reporting, compliance coordination (NI 81-105), and marketing/campaign activities. The role involves partnership with the sales team to develop and execute the team's business plan and facilitate team meetings. This is an opportunity to contribute to expanding investment capabilities in the Canadian retail market.
- Compensation
- Not specified
- City
- Toronto, Vancouver
- Country
- Canada
Currency: Not specified
Full Job Description
Location: Toronto, ON, Canada
At J.P. Morgan Asset Management, we believe investors deserve a partner they can trust to step up and deliver strong outcomes. From the largest institutional investors around the world to financial advisors around the corner, our clients rely on the power of perspective to solve their toughest challenges. Our clients trust us to manage over $3.7 trillion in assets under management, across 25 countries, to secure what matters most to the individuals, families, companies, and communities they serve. JP Morgan Asset Management Canada was established in 1982 and currently has over $40B CAD under management. We have offices in Vancouver, Toronto & Montreal and serve institutions, sub advisory clients, consultants and financial advisors across the country.
Job Summary
As an Advisor Analyst, in partnership with the sales team, your role will involve coordinating and supporting business development initiatives, establishing crucial client relationships, and managing campaigns and marketing activities. You will have the unique opportunity to contribute to the expansion of our investment capabilities in the Canadian retail market as part of a leading asset management firm.
Job Responsibilities
- Assist with business development initiatives such as roadshows, large client events, reminder calls, compliance, admin support & CRM reports
- Partner with sales team
- Develop and implement team business plan in collaboration with Head of Sales
- Facilitate team meetings
- Understand Compliance regulations and Sales Practices under NI 81-105 for our clients as the team compliance coordinator.
Required qualifications, capabilities and skills
- Excellent communication and presentation skills
- Strong quantitative skills and a passion for investing
- Exceptional organizational skills and ability to multitask
- Strong initiative, energy and confidence
- Genuine interest in financial markets, investing and macro-level economics
- Bachelors degree or equivalent
