Location: New York, NY, United States

Job summary: 

As an Investment Specialist (Derivatives) within the Asset Management Derivatives team at J.P. Morgan Asset Management, you will actively engage in maintaining and developing relationships between the portfolio managers, external clients and distribution teams. You will represent the investment team on business-related matters, including, but not limited to marketing investment strategies, servicing clients, creating and maintaining compelling marketing materials, product development and sales/retention strategy. You should share our passion for creating an exceptional client experience and managing our business within a team-based structure. Your role is to know the portfolios you represent as if you were the portfolio manager. You should be fully integrated with the investment team to ensure a deep understanding of portfolios can be distilled and translated to internal partners and external clients alike. You will collaborate closely with portfolio managers, sales channels, and various internal support and operations groups. Your success in this role will be driven by your excellent communication skills and teamwork.

 

Job Responsibilities:

• Create and maintain client presentations, marketing materials, performance commentary, and other client communications in an evolving market environment. 

• Lead client meetings, both external (client pitches and portfolio reviews) and internal (product development and strategy meetings). 

• Serve as the primary point of contact with the client on markets, investment matters, ensuring timely and accurate information delivery.

• Partner with client advisors to explore new business opportunities, representing derivatives capabilities in meetings, facilitating RFPs, developing pitch decks, and providing training.

• Develop an in-depth understanding of derivative investment portfolios to effectively communicate strategies, positioning, and performance results. 

• Perform and support disciplined pipeline development, developing and cross-selling solutions to new sponsors and third parties.

• Work with broader global PM team in portfolio construction discussions and team strategy meetings.

• Actively represent the team's philosophy & process. 

• Work cross functionally to increase efficiencies and improve tools and processes.

 

Required Qualifications, Capabilities, and Skills:

• Bachelors degree in relevant field.

• Series 3, 7, and 63 within 6 months of hire. 

• 4+ years of work experience in a client-focused role with an understanding of or interest in derivatives. 

   

• Strong knowledge of PowerPoint and advanced level of Excel. 

   

• Demonstrated track record in developing business across a range of investor segments.

   

• Strong quantitative skills, including proficiency in basic financial calculations and a high aptitude with numbers. 

• Domestic travel required.

 

Preferred Qualifications, Capabilities, and Skills:

• Advanced degree or certification, such as MBA or CFA preferred.

• Separately Managed Account and Investortools/Perform system experience a plus.
• Python and Bloomberg skillset would be additive.
• Dynamic and credible professional who communicates with clarity and has excellent presentation skills. 
• Exceptional time management with the ability to prioritize multiple deliverables.

• Ability to work proactively and creatively within a collaborative, global team

• Strong work ethic, detail oriented, eagerness to take initiative.

Asset Management Derivatives team is hiring an Investment Specialist focused on Derivatives in New York, NY.