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Investment Specialist [IS-ACW-103178]
Investment Specialist [IS-ACW-103178]-January 2024
New York
Jan 20, 2025
About Investment Specialist [IS-ACW-103178]

  JPMorgan Chase & Co. is seeking an Investment Specialist in New York, New York. This position requires up to 25% domestic and international travel. Telecommuting permitted 10% of the time. DUTIES: Provide investment advice and solutions to high net worth clients in Latin America. Conduct investment reviews with clients to validate the clients' current investment objectives, and prepare recommendations for appropriate investment products. Develop investment policy statements and provide advice on asset allocation. Support sales efforts made by investors. Assist bankers to win new clients, and strengthen existing client relationships. Adhere to internal and external policies and procedures regarding securities transactions and code of conduct. Manage and supervise the Analyst and Investment Professional team in the Mexico Investments business.REQUIREMENTS: Bachelor’s degree in Economics, Business, Finance, or related field of study plus 8 years of experience in the job offered or as Investment Specialist, Banker/Investor/Financial Analyst, Consultant (Finance), or related occupation. The employer will alternatively accept a Master’s degree in Economics, Business, Finance, or related field of study plus 6 years of experience in the job offered or as Investment Specialist, Banker/Investor/Financial Analyst, Consultant (Finance), or related occupation. Requires experience in the following: creating presentations for clients using Microsoft PowerPoint and Adobe Acrobat PDF Pro; running portfolio analysis and financial modeling using Microsoft Excel; accessing economic news, financial market data/analytics, and price quotes using Thomson Reuters Eikon and Bloomberg Terminal; and comparing potential allocation strategies and generating multi-period projections based on complex market conditions using Monte Carlo Simulation analysis. This position requires experience with the following asset class products: Global Equities; Taxable and Emerging Markets Fixed Income; Mutual Funds and Liquid Alternatives; Structured Products (including Phoenix Notes, Buffered Return Enhanced Notes, Callable Enhanced Market Plus, Annual Review Notes, Credit Linked Notes, Reverse Convertibles, and Dual Directional Buffered Equity Notes); and Derivatives (Equity Options, Interest Rate Swaps, among others), and Alternative Investments (Private Equity, Private Credit, Private Real Estate, Hedge Funds).Full-time. Salary: $260,000 - $350,000 per year. To apply for this position, please email your resume to [email protected] with following job ID clearly indicated: [MR-IS-ACW-103178]. JPMorgan Chase & Co. is an Equal Opportunity and Affirmative Action Employer, M/F/D/V.

  Minimum Salary: 260,000Maximum Salary: 350,000Salary Unit: Yearly

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