Asset Management-Sales Support-Analyst/Associate

Asset Management-Sales Support-Analyst/Associate

JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.4 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small business, commercial banking, financial transaction processing, and asset management. JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com.

Global Finance & Business Management (“GF&BM”) India is a combined LOB-aligned (Line of Business-aligned) finance & business support team located in India and is part of JPMorgan’s global capability center (GCC). We are part of the Office of the CFO (OCFO) organization within JPMorgan, which has 13000+ people across the globe, majority of whom are tasked with managing the firm’s Finance function, responsible for reporting quarterly earnings and complying with regulatory requirements along with managing the firm’s capital.

GF&BM India was established in September 2002 and currently we have a network of more than 3400+ professionals based out of our Mumbai, Bengaluru and Hyderabad offices who support four main “pillars” of work - Controllers, Planning & Analysis, Finance Operations and Business Client & Products. The teams in India are aligned to the respective LOBs that they support which include Corporate and Investment Banking (CIB), Commercial Banking (CB), Consumer and Community Banking (CCB), Asset & Wealth Management (AWM) and Corporate/Firmwide functions.

We have a strong culture that embodies the principles that guide us in how we do business across the firm. We strive to create a workplace that values and respects individual viewpoints, while at the same time challenging the status quo to make continuous improvements in our processes.

JPMorgan is an equal opportunity employer and places high value on diversity and inclusion. We recognize that our people are our strength and diversity of thought and practices makes us more successful. 

The current opening is within Sales support in Mumbai which forms part of the AWM LOB within GF&BM India.

Team Description:

Sales Support function is an integral part of the Asset Management Distribution group. The analyst will be responsible to provide a fully integrated center of relationship intelligence, connecting all touch points across the client lifecycle - to help drive sales performance and deliver a purposeful client experience.

The India Sales Support team works closely with client advisors, financial advisors, relationship managers and global sales support teams to help facilitate the process. The role also requires coordinating with various internal teams (Client Service, Marketing, Product, Finance, MIS/Business Intelligence and Technology) to be able to provide holistic coverage across the cycle

Responsibilities:

We are looking for candidate to join our Institutional and Funds Sales Support Team. The individual will provide support for all facets of the sales, business development, relationship management and retention process:

• Research trends within the distribution channel universe; staying well-informed of industry developments, regulatory changes and the implications for clients’ portfolios
• Assist with the preparation of material for strategy meets / business reviews / sales conferences
• Understand current and new client relationships, their asset allocation preferences and assist in client review presentations
• Coordinate and oversee key client Fund Panel/ Manager / Consultant Reviews
• Create and manage presentations for sales pitches across JPMAMs investment platforms
  
• Coordinate the Request for Proposal process covering breadth of investment and solutions platforms
• Partner with marketing teams on new product launch initiatives, client events and market research communications
• Respond to client requests and manage client communications efforts
• Oversee the coordination of key client meetings / events with clients and with JPM Investment Professionals attending relevant client meetings/conference and follow ups
• On-boarding and oversight of new clients through the relevant due diligence and AML processes, monitor client reporting schedules
• Maintenance of client /internal information in CRM tool, various databases, systems
• Standard Reporting and Ad hoc support responsibilities across the business channels and management
• Gain an understanding of the sales process to better align requirements to the changing business scenarios
• Support of sales and marketing sales strategy delivery
• Supporting the Marketing head including but not limited to:

• Event management including, invitation and RSVP management
• Co-ordination of content and production of various marketing materials
• Co-ordination and posting of social media updates

Qualifications:

• MBA/CFA with relevant industry experience and knowledge of sales process.
• Strong Quantitative and analytical skillsets (including data analysis and ability to understand data flows)

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  Understanding of Asset Management business (Investment Management, Mutual Funds, Managed Accounts, and/or Separate Accounts) preferable
• Excellent communicator (written and verbal) with strong interpersonal skills
• Proficiency in MS Office product suite (Excel, Word, Access, and PowerPoint) required
• Experience working with an industry recognized CRM platform (Salesforce) and data mining tools (Python, SQL, BO, etc.) is a plus

Skills:

• Effective planning and time management skills to meet strict deadlines or changing priorities (able to self-prioritize and set expectations of others accordingly)
• Professional and industrious attitude, possessing energy and confidence to complete projects with limited supervision
• Ability to work independently and in a team-based environment, successfully and efficiently
• Take initiative and develop creative solutions for solving problems
• Interact and communicate confidently and effectively with all levels of management, including executive management of the firm, as well as external clients
• Ability to handle large volumes of work and prioritize appropriately, meet tight deadlines, and possess strong attention to detail
• Utilize qualitative and quantitative tools to analyze, synthesize and interpret information, and communicate it clearly and succinctly
• Coordinate various data and information into effective messaging that resonates with internal and external clients
• Possess a partnership mindset and engage with teams across the firm
• Self-motivated, team player with strong work ethic
• Ability to build relationships across global teams

Shift

• EMEA/ APAC