Job Description:

We are seeking candidates with a unique blend of interpersonal and analytical skills. IIS Analysts efficiently leverage both qualitative and quantitative resources to understand complex financial situations and present solutions. The analyst will play a very important role within the team, working closely with senior team members and cross functional teams to help facilitate business development and relationship management activities for the Group.  

Key Responsibilities:

 Play a supporting role with clients:Understand client's investment plan, goals and objectives and work with Senior Portfolio Manager to develop investment plans and custom materials to support ongoing client dialogueUtilize tools to create investment reviews/plans on holistic asset allocation and portfolio construction and tactical asset allocation shiftsWork with senior team members to help execute investment solutions in client accounts in accordance with client plans. Create investment reviews for clients to validate the clients' current investment objectives and prepare recommendationsContribute to new business development and regional expansion by:Supporting new business opportunities with Senior Portfolio Managers and other Integrated Team MembersPartnering with cross functional teams to support key facets of IIS business developmentBuilding strong relationships across internal product, client service and marketing areasPerforming Sales management, including developing RFPs, pitches, road shows, campaigns, proposals, mandates, reportsUnderstand J.P. Morgan’s investment platform, solutions, investment philosophyInteract effectively with the various internal product partners, banking teams, risk and compliance, marketing, etc.Develops a deep understanding of the Institutional client market: sizing, trends, competition, service models, both in the US and internationally 

Required Qualifications, Skills and Capabilities:

Bachelor’s degree Series 7, 63 & 65 or 7 & 66 Coachable professional with good "business sense" and an energetic/dynamic personalityAbility to work both independently and as a team playerExcellent communication skills, both written and oralStrong analytical and quantitative skillsAbility to multi-task and manage priorities effectivelyAbility to adapt to a rapidly changing business and technology environmentExceptional problem-solving skillsProficiency with Microsoft Office Suite (Word, Excel and PowerPoint) and Internet/IntranetAbility to learn proprietary software and databases  Fluent in Spanish 

Preferred Qualifications, Skills and Capabilities:

Python / coding skills 

About The Team:
Institutional Investment Solutions (“IIS”) is a dedicated team of portfolio managers leveraging the firm's global resources to provide customized investment solutions and advice for endowments, foundations and institutional families.  Areas of specialization include: Customized asset allocation; Portfolio construction advice and execution; Manager Selection and due diligence; and Liquidity management and Investment Policy Statement guidelines and assistance.  The team focuses on meeting the investment needs of not-for-profit organizations and institutional families ranging from $25mm - $1bn+ in assets globally.