At a Glance
- Tasks: Analyse portfolios and create impactful client presentations in a fast-paced environment.
- Company: Join J.P. Morgan Asset Management, a leader in investment management and private banking.
- Benefits: Competitive salary, professional development, and the chance to work with top industry experts.
- Other info: Collaborative culture with opportunities for career growth and learning.
- Why this job: Make a real impact by connecting investment insights to client needs and driving new business.
- Qualifications: Experience in fixed income and strong analytical skills are essential.
The predicted salary is between 75600 - 92400 £ per year.
As an Investment Specialist – Fixed Income within the Global Fixed Income, Currencies and Commodities team in J.
Morgan Asset Management, you will help connect our investment thinking to client needs through insight-led storytelling and high-quality materials.
You will partner closely with portfolio managers and distribution teams to articulate views, portfolio positioning, and performance drivers in a clear and credible way.
You will play an important role in servicing existing relationships and supporting new business opportunities.
You will thrive in a collaborative, fast-paced environment where attention to detail and client focus matter.
- Job responsibilities
- Analyse portfolio positioning, risk, analytics, and performance outcomes to support client conversations
- Create and maintain client presentations, marketing materials, performance commentary, and written communications
- Respond to ad-hoc requests from clients and internal stakeholders with accuracy and urgency
- Facilitate external and internal meetings, including client pitches, portfolio reviews, and strategy discussions
- Partner with client advisors to support new business opportunities, including pitch materials and RFP coordination
- Develop and maintain a strong understanding of fixed income portfolios, market drivers, and product positioning
- Required qualifications, capabilities, and skills
- Demonstrated experience in fixed income, credit, rates, or multi-sector bond markets
- Ideal candidate will have experience with Insurance investment management including and understanding of Solvency II and insurance accounting.
- Proven ability to communicate market and portfolio concepts clearly in writing and verbally
- Proficiency in Power Point and Excel, with a track record of producing high-quality, client-ready materials
- Strong analytical skills, including comfort with financial calculations and numerical reasoning
- Ability to manage multiple priorities and deliver accurately under tight deadlines
- Strong attention to detail and ownership mindset, with consistent follow-through
- Collaborative working style with the ability to build effective partnerships across functions
- Degree-level education (or equivalent practical experience)
- Preferred qualifications, capabilities, and skills
- Progress toward or completion of a relevant UK-recognised investment qualification (e. g., IMC, CFA, or CISI)
- Experience supporting RFPs, pitch processes, or institutional/wholesale client coverage
- Familiarity with portfolio analytics and performance/risk tools used in asset management
- Comfort presenting to internal stakeholders or clients and contributing to meeting discussions
- Additional technical skills (e. g., data visualisation or automation in Excel)
Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions.
Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals.
Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
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Asset Management, GFICC, Insurance Investment Specialist, Vice President, London employer: J.P. Morgan
As a leading global financial institution, we pride ourselves on fostering a dynamic and inclusive work environment that empowers our employees to excel. The Head of Markets Tax Operations role offers unparalleled opportunities for professional growth, collaboration across diverse teams, and the chance to drive innovation in tax operations while working in vibrant locations like Spain, Italy, and Hungary. Join us to be part of a culture that values excellence, embraces technology, and prioritises employee development, ensuring you can make a meaningful impact in your career.
