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Asset Management, Private Bank, Investment Professional, Endowments & Foundations Group EMEA, Analyst, London

Job Description

J.P. Morgan Global Wealth Management

Investment Professional, Endowments & Foundations Group EMEA


JPMorgan Chase & Co. is a leading global financial services firm with assets of $2.1 trillion, $164.7 billion in stockholders' equity and operations in more than 60 countries. Our clients include millions of U.S. consumers and many of the world's most prominent corporations, institutions, and governments. Our Asset Management franchise, which includes J.P. Morgan Private Bank, is one of the largest asset and wealth managers in the world. For more than 160 years, J.P. Morgan Private Banking has helped the world's wealthiest individuals, families, foundations, and endowments grow, manage, and sustain their wealth through personalized, comprehensive financial solutions. The J.P. Morgan Endowments & Foundations Group ("EFG") is a dedicated team of investment specialists leveraging the firm's global resources to provide customized solutions and advice for endowments, private foundations, and not-for-profits on their investment needs.  EFG offers clients a broad spectrum of investment-related services that can be applied together or individually to accommodate an organization's existing capabilities.  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. 


Position Summary:

Provide investment analysis, investment review, and trading and investment execution to the EMEA Endowments & Foundations Group (EFG), based in London. The roll will encompass directly handling client and prospects conversations, presentations and plans across all facets of EFG investment advisory process. The client base consists of not-for-profit organizations and sophisticated families ranging from $25mm to over $1bn in assets.


Essential Functions:

  • Executes investment solutions in client accounts in accordance with client plans on behalf of Senior Investors. Such solutions include: Investment Management, Mutual Funds, Structured Products, Hedge Funds, Private Equity, Foreign Exchange, as well as execution of brokerage transactions.
  • Supports Senior Investors as well as conducts investment reviews to validate the clients' current investment objectives and review performance and allocation. Understand client's investment objectives and goals, and work with Senior Investor to develop investment plan  
  • Prepares, Reviews and approves Investment Performance review presentations.
  • Conducts 'what-if' scenario based analysis and developing Investment Plans including using JPM wealth modeling tools for Investors to present to clients
  • Performs sales management, including: Working with RFP team, preparing pitch books, road shows, campaigns, proposals
  • Interacts effectively with the various internal product partners, banking teams, risk and compliance, marketing, etc.
  • Manage internal risk management process for managed portfolios and interact with Portfolio Management Group (PMG)
  • Confirm, Enter, process, correct, reconcile and cancel trades

  • Minimum of 2 years experience in Wealth Management or Investment Management
  • Trading (desk) experience preferred
  • Knowledge of asset classes (fixed income, equities, and alternatives).
  • UK Licenses (or in the process of receiving them)
  • Minimum 2 years industry related experience with execution experience
  • PowerPoint and Excel expertise required
  • Familiarity with Bloomberg and JP Morgan Private Bank system Workstation preferred
  • Excellent interpersonal skills, both written and oral
  • Extremely organized and detailed-oriented with strong commitment to accuracy
  • Ability to multi-task and manage priorities effectively
  • Good judgment and problem solving skills
  • Absolute discretion when dealing with confidential matters
  • Ability to work both independently and as a team player
  • Exceptional follow-up and follow-through skills

Req #: 160038435
Location: London, ENG GB
Job Category: Relationship Management/Sales
Employment Type: Full Time
Potential Referral Amount: US Dollar (USD)

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