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For Companies At a Glance
- Tasks: Support insurance clients through the investment life cycle and collaborate with portfolio managers.
- Company: Join J.P. Morgan, a global leader in financial services, known for its diverse and inclusive culture.
- Benefits: Enjoy career growth opportunities, a collaborative environment, and the chance to work on meaningful projects.
- Why this job: This role offers hands-on experience in fixed income investment and client management in a dynamic setting.
- Qualifications: Passion for Fixed Income markets and experience in client portfolio management or investment roles required.
- Other info: Proficiency in a European language and coding skills are a plus.
The predicted salary is between 43200 - 72000 £ per year.
Asset Management – Insurance Investment Specialist – Associate
Asset Management – Insurance Investment Specialist – Associate
JPMorgan Chase & Co. London, United Kingdom
Asset Management – Insurance Investment Specialist – Associate
JPMorgan Chase & Co. London, United Kingdom
Asset Management – Insurance Investment Specialist – Associate
Job Description
Are you ready to advance your career in the dynamic world of fixed income investment? Join J.P. Morgan Asset Management in London, where your expertise will help us broaden and deepen our strong capabilities in the UK and European insurance sectors. We offer unparalleled opportunities for career growth and a collaborative environment where you can thrive and contribute to meaningful projects.
Job Responsibilities:
- Service our insurance and pensions clients throughout the investment life cycle, including business development, onboarding, account maintenance, and reporting – this takes place in close collaboration with portfolio managers, sales, the broader fixed income platform, and other stakeholders.
- Manage periodic deliverable process, ensuring timely completion and delivering efficiencies.
- Prepare and automate customized analyses for client portfolios and review meetings.
- Prepare and maintain strategy presentations.
- Contribute to RFPs / DDQs, ad hoc client requests and publications.
- Oversee onboarding process for clients including drafting guidelines, creating benchmarks, and liaising with operational teams to ensure timely and accurate setup.
- Develop subject matter expert knowledge on investment activities of insurance companies and pension funds as well as fixed income investment in a segregated mandate format. Over time, progress level of ownership and actively contribute to product-related client meetings.
- Cover ESG-specific client requests, analyses and industry developments alongside the broader platform and our sustainable investing team.
- Contribute to strategic projects and drive efficiencies (ie. automation solutions)
Required Qualifications, Capabilities, and Skills:
- Proven experience with a passion for Fixed Income markets.
- Experience in a client portfolio management / investment specialist, sales / IR or investments at an Asset Management firm, Wealth Manager, Investment Bank, or Institutional Investor (e.g., Sovereign Wealth Fund, Endowment).
- Advanced experience in MS Office, particularly Excel.
- Superior multi-tasking; strong organizational, process management and communication skills.
- Strong analytical ability with an emphasis on detail orientation.
- Ability to work both independently and as part of a team.
- Proactive, positive approach with ability to learn concepts and procedures quickly (including regulatory constraints faced by insurers and product/solution development).
- Self-motivated problem solver
- Ability to manage and execute C-level relationships with large multi-national insurers.
- Strong strategic sales skills and experience working with senior EMEA Client Advisors.
- Understanding of regulatory constraints faced by insurers and product/solution development.
- Excellent communication and interpersonal skills.
Preferred Qualifications, Capabilities, and Skills:
- Proficiency in a European language (i.e. Italian, German, or French)
- Proficiency in coding is a plus
About Us
J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world\’s most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants\’ and employees\’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
About the Team
J.P. 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 - Insurance Investment Specialist - Associate | London, UK employer: JPMorgan Chase & Co.
Contact Detail:
JPMorgan Chase & Co. Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Asset Management - Insurance Investment Specialist - Associate | London, UK
✨Tip Number 1
Familiarise yourself with the latest trends in fixed income investment, especially as they relate to insurance and pensions. This knowledge will not only help you during interviews but also demonstrate your genuine interest in the role.
✨Tip Number 2
Network with professionals in the asset management sector, particularly those who work with insurance companies and pension funds. Attend industry events or webinars to make connections that could provide insights or referrals.
✨Tip Number 3
Brush up on your Excel skills, focusing on advanced functions and data analysis techniques. Being proficient in Excel is crucial for this role, and showcasing your skills can set you apart from other candidates.
✨Tip Number 4
Prepare to discuss your experience with client portfolio management and how you've successfully managed relationships in previous roles. Be ready to share specific examples that highlight your strategic sales skills and problem-solving abilities.
We think you need these skills to ace Asset Management - Insurance Investment Specialist - Associate | London, UK
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in fixed income markets and client portfolio management. Use specific examples that demonstrate your skills in managing client relationships and delivering investment solutions.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for asset management and your understanding of the insurance sector. Mention how your background aligns with the responsibilities outlined in the job description, particularly your experience with ESG and regulatory constraints.
Highlight Technical Skills: Emphasise your advanced proficiency in MS Office, especially Excel, as well as any coding skills you may have. These technical abilities are crucial for the role and should be clearly stated in your application.
Showcase Soft Skills: In your application, illustrate your strong organisational, communication, and analytical skills. Provide examples of how you've successfully managed multiple tasks or projects, and how you've worked collaboratively within a team.
How to prepare for a job interview at JPMorgan Chase & Co.
✨Understand the Fixed Income Market
Make sure you have a solid grasp of fixed income investment concepts. Be prepared to discuss recent trends and how they impact insurance and pension clients, as this will demonstrate your passion and expertise in the field.
✨Showcase Your Analytical Skills
Prepare to provide examples of how you've used analytical skills in previous roles. Highlight any experience with data analysis or portfolio management, especially using Excel, as this is crucial for the role.
✨Demonstrate Client Management Experience
Be ready to discuss your experience managing client relationships, particularly with large multi-national insurers. Share specific examples of how you've successfully navigated complex client needs and delivered results.
✨Familiarise Yourself with Regulatory Constraints
Research the regulatory environment affecting insurers and pension funds. Being able to speak knowledgeably about these constraints will show that you understand the challenges faced by clients and can contribute to product development.
