Asset Management Associate
JPMorgan Chase & Co.
Recruitment Process
Details
JP Morgan is hiring for the role of Asset Management - Retirement Advisor Support- Associate!
Responsibilities of the Candidate:
- Assist client advisors/internal client advisors in client prospecting support activities
- Support implementation managers and Relationship managers with new/existing client contracts including timely renewal of contracts and contract amendments
- Facilitate production and review of plan/participant communications for prospective and existing clients
- Facilitate production of periodic plan reviews for existing clients
- Help manage and maintain various internal databases, systems, and applications to enable effective transition of roles and responsibilities across the sales cycle
- Assist onshore partners with CRM maintenance, standard/ad hoc reporting, and inquiries
Requirements:
- MBA(Finance)/CFA with relevant industry experience and knowledge of sales process
- Understanding of investment philosophies and asset classes
- Quantitative bent of mind and strong data analytic skill
- Proficiency in Adobe Professional, MS Office product suite (Excel, Word, Access, SharePoint and PowerPoint) required
- Ability to delve into details with a view to proactively solve issues, develop new ideas, and add value to existing functions
- Effective planning, prioritization, and time management skills to meet strict deadlines or change priorities
- Strong interpersonal and communication skills (written and verbal)
Important dates & deadlines?
-
14 Dec'23, 12:00 AM IST Registration Deadline
Additional Information
Job Location(s)
Mumbai
Salary
Salary: Not Disclosed
Work Detail
Working Days: 5 Days
Job Type/Timing
Job Type: In Office
Job Timing: Full Time
About JPMorgan Chase & Co.
JPMorgan Chase & Co. is an American multinational investment bank and financial services holding company. It is headquartered in New York, United States.
The firm is built on the foundation of more than 1,200 predecessor institutions that have come together through the years to form today's company. The company aims to be the most respected financial services firm in the world, serving corporations and individuals in more than 100 countries.
The company has $2.6T+ client assets under management and more than 250k employees across 100+ global markets.
Structure
J P Morgan Chase & Co. owns 5 bank subsidiaries in the United States:
- J P Morgan Chase Bank,
- J.P. Morgan & Co.,
- Custodial Trust Company,
- J P Morgan Chase Bank, Dearborn and
- J P Morgan Bank and Trust Company.
For management reporting purposes, J P Morgan Chase's activities are organized into a corporate/ private equity segment and 4 business segments:
- Consumer and community banking,
- Corporate and investment banking,
- Commercial banking and
- Asset management
Recent Mergers and Acquisitions
- In June 2021, J.P. Morgan Asset Management acquired Campbell Global, a leading player in Forest Management and Timberland Investing.
- In June 2021, JPMorgan Chase & Co. agreed to buy digital wealth manager Nutmeg Saving and Investment Ltd., part of a push to establish a retail banking presence in the U.K.
- In December 2020, J.P. Morgan Chase agreed to acquire the rewards division of cxLoyalty Group Holdings.
Top 5 Competitors
- Citi
- Goldman Sachs
- Bank of America
- Morgan Stanley
- Capital One
Opportunities at JP Morgan Chase & Co.
Student Opportunities
JPMorgan Chase & Co. offers a wide range of programs across their entire business:
1. School Programs & Apprenticeships
- Program Length: These opportunities can range from week-long work experience programs to full-time roles.
- Who Can Apply? These opportunities are typically for high school students, looking to begin their full-time career or gain an insight into the firm and industry prior to finishing school.
2. Pre-Internships
- Program Length: These events can range from one full day to a few weeks long, depending on the program.
- Who Can Apply? They are looking for people from all backgrounds and perspectives to help them grow and position their businesses for the future. These events and programs are typically for early-year undergraduate and MBA students looking for an opportunity to be introduced to their industry and learn more about what they do here
3. Internships
- Program Length: Their summer internship opportunities typically range from 10-12 weeks long, depending on the specific program. They also offer longer-term and off-cycle internships for some regions and business areas.
- Who Can Apply? Their summer internships are typically for penultimate-year undergraduate students looking to gain work experience in their industry. Some postgraduate and PhD level internships are also available
4. Full-Time
- Program Length: These opportunities typically range from 24-36 months long, depending on the specific program.
- Who Can Apply? These opportunities are for undergraduate or graduate students looking to begin their full-time careers. Programs are available for both undergraduate and postgraduate/Ph.D./MBA. level candidates.