Full Job Description

Location: Hong Kong

The Multi-Asset Solutions (MAS) team at J.P. Morgan Asset Management (JPMAM) brings over 50 years of expertise in managing multi-asset portfolios. Leveraging proprietary JPMAM strategies, MAS delivers customized, cross-asset class solutions tailored to the investment management needs of institutional and retail clients. With more than $400 billion in assets under management globally, MAS offers a diverse range of multi-asset investment solutions for a broad spectrum of investors.

As an Analyst in our MAS Investment Specialist team in Hong Kong, you will be responsible for providing comprehensive support to ensure the team delivers exceptional service to both internal and external stakeholders. The position offers a diverse range of responsibilities, balancing day-to-day inquiries with regular client commitments, while also contributing to the innovation of our client offerings and the creation of efficiencies within the team. We are looking for a dynamic individual with a strong interest in financial markets and the enthusiasm to proactively drive their own work agenda. You will be a self-starter, eager to bring and implement new ideas that distinguish our products and services from those of our competitors.

The ideal candidate will be task-oriented, deadline-focused, and adaptable to shifting priorities and demands at short notice. The role requires effective coordination with colleagues across all levels and functions, including portfolio management, sales, performance, client account management, RFP, client reporting, risk, and compliance.

This position offers the opportunity to work as an integral part of a dynamic and growing business alongside high-caliber investment professionals. Consistent high performance in this role may lead to expanded responsibilities over time, including client-facing opportunities and involvement in product strategy development.

Job responsibilities

Support relationships with sales channels and serve as the initial point of contact for inquiries from internal and external client advisors.
Prepare regular client reports detailing investment positioning, performance, attribution, strategy outlook, and market commentary. Collaborate with the portfolio management and client reporting teams.
Field and respond to queries from relationship managers, sales teams, and clients, ensuring timely and appropriate communication.
Lead the maintenance and development of client presentations (pitchbooks, portfolio reviews, etc.) and marketing materials. Your initiative and creativity will be essential in crafting solutions tailored to varying client needs, in partnership with portfolio managers and other investment specialists.
Draft responses to client deliverables, including RFPs and monthly, quarterly, or ad-hoc questionnaires. Work closely with client advisors, sales associates, marketing, and RFP writers to highlight MAS’s key competitive advantages.
Gather, analyze, and maintain a comprehensive database of information on industry peers and their competitive products.

Required qualifications, capabilities, and skills

Minimum of 2 years’ experience in the financial industry / asset management
Demonstrated ability to deliver accurate results on time, often under tight deadlines
Exceptional attention to detail and strong organizational skills, with the ability to manage multiple tasks simultaneously
Flexible and collaborative, with the ability to work effectively across various teams within and outside the product group
Positive attitude, creative thinking, and a proactive approach to taking initiative and constructively challenging the status quo
Proficiency in Excel and PowerPoint
Solid understanding of multiple asset classes, including equities and fixed income
Strong quantitative aptitude
SFC Type 1, 4, and 9 licenses required within 180 days of joining
Excellent written and verbal communication skills in English and Chinese

Preferred qualifications, capabilities, and skills

CFA Charterholder or interest in pursuing the designation is desirable

Support MAS as an Analyst, delivering exceptional service and driving innovation in multi-asset solutions for clients.

Bulge Bracket Investment Banks

16 days ago

clicks

Asset Management - Multi-Asset Solutions - Analyst

at J.P. Morgan

ExperiencedNo visa sponsorship

Not specified

Currency not set

City: Hong Kong

Country: Hong Kong

Join the Multi-Asset Solutions team in Hong Kong to support delivery of multi-asset investment solutions to institutional and retail clients. The Analyst will handle client inquiries, prepare reports and presentations, draft RFP and questionnaire responses, and maintain competitive product data while coordinating with portfolio managers, sales, and reporting teams. The role requires strong attention to detail, proficiency in Excel and PowerPoint, and a solid understanding of equities and fixed income. High performers may take on expanded client-facing responsibilities and contribute to product strategy.

Apply now

Full Job Description

Location: Hong Kong

Job responsibilities

Support relationships with sales channels and serve as the initial point of contact for inquiries from internal and external client advisors.
Prepare regular client reports detailing investment positioning, performance, attribution, strategy outlook, and market commentary. Collaborate with the portfolio management and client reporting teams.
Field and respond to queries from relationship managers, sales teams, and clients, ensuring timely and appropriate communication.
Lead the maintenance and development of client presentations (pitchbooks, portfolio reviews, etc.) and marketing materials. Your initiative and creativity will be essential in crafting solutions tailored to varying client needs, in partnership with portfolio managers and other investment specialists.
Draft responses to client deliverables, including RFPs and monthly, quarterly, or ad-hoc questionnaires. Work closely with client advisors, sales associates, marketing, and RFP writers to highlight MAS’s key competitive advantages.
Gather, analyze, and maintain a comprehensive database of information on industry peers and their competitive products.

Required qualifications, capabilities, and skills

Minimum of 2 years’ experience in the financial industry / asset management
Demonstrated ability to deliver accurate results on time, often under tight deadlines
Exceptional attention to detail and strong organizational skills, with the ability to manage multiple tasks simultaneously
Flexible and collaborative, with the ability to work effectively across various teams within and outside the product group
Positive attitude, creative thinking, and a proactive approach to taking initiative and constructively challenging the status quo
Proficiency in Excel and PowerPoint
Solid understanding of multiple asset classes, including equities and fixed income
Strong quantitative aptitude
SFC Type 1, 4, and 9 licenses required within 180 days of joining
Excellent written and verbal communication skills in English and Chinese

Preferred qualifications, capabilities, and skills

CFA Charterholder or interest in pursuing the designation is desirable

Support MAS as an Analyst, delivering exceptional service and driving innovation in multi-asset solutions for clients.

Job Details

Asset Management - Multi-Asset Solutions - Analyst

Full Job Description

SIMILAR OPPORTUNITIES

Asset Management, Multi-Asset Solutions Investment Specialist, Vice President

Asset Management Analyst

Asset Management - Real Estate Investing - Analyst

Asset Management Operations - Analyst, Client Services - Operations

Multi Asset Portfolio Management, Portfolio Management Group, Associate

Job Details

Asset Management - Multi-Asset Solutions - Analyst

Full Job Description

SIMILAR OPPORTUNITIES

Asset Management, Multi-Asset Solutions Investment Specialist, Vice President

Asset Management Analyst

Asset Management - Real Estate Investing - Analyst

Asset Management Operations - Analyst, Client Services - Operations

Multi Asset Portfolio Management, Portfolio Management Group, Associate