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 the finance industry.
- Benefits: Competitive salary, professional development, and opportunities for career advancement.
- Other info: Collaborative culture with a focus on detail and client satisfaction.
- Why this job: Make a real impact by connecting investment insights to client needs.
- Qualifications: Experience in fixed income markets and strong analytical skills required.
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.P. 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
- Proven ability to communicate market and portfolio concepts clearly in writing and verbally
- Proficiency in PowerPoint 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)
Asset Management, GFICC, Insurance Investment Specialist, Vice President, London employer: JPMorganChase
JPMorganChase is an exceptional employer, offering a dynamic work environment in Greater London where innovation thrives. With a strong commitment to diversity and inclusion, employees benefit from collaborative agile teams, extensive professional development opportunities, and the chance to work on cutting-edge technology products that shape the future of finance. Join us to be part of a culture that values your contributions and supports your growth.
