GMAG is a manager of managers within J.P. Morgan Asset Management responsible for constructing multi-asset class and cross-asset class investment solutions. The team leverages its specialized investment expertise together with the vast resources of J.P. Morgan Asset Management and its partners and affiliates to provide customized, cross-asset class solutions for the investment management needs of corporate and public pension plans, endowments and foundations and retail investors. GMAG blends its capital markets, strategic and tactical asset allocation, portfolio construction and active risk budgeting capabilities with one of the broadest product offerings in the industry. J.P. Morgan's variety of return sources extends across asset classes, geographies and proven investment methodologies. This global product palette provides GMAG's experienced multi-asset class investment specialists with access to the ideal, low-correlation building blocks necessary for structuring efficiently diversified portfolios.
GMAG has been managing diversified portfolios for over 40 years. Consisting of more than 70 investment professionals located in New York, London and Asia, the group manages over $76 billion in global assets under management
Asset Management Solutions - GMAG, Analyst
The Global Multi-Asset Group (GMAG) Analyst is critical to the support of the various lines of business. GMAG manages approximately $76 billion globally across traditional balanced, tactical asset allocation and total return products. The GMAG Analyst will be a key component of the Client Portfolio Management (CPM) team and will work to support the CPMs in their day-to-day responsibilities of product management, portfolio management and market communications, and client servicing across retail and fund relationships. Key areas of focus for this role will be supporting our efforts within the mutual fund and sub-advisory area.
Your responsibilities will include:
Internal product manager - support relationships with sales channels; serve as initial point of contact for questions from internal and external client advisors
Backup - when client portfolio managers are not in the office, backup is required to ensure full coverage at all times. This will require fielding calls from relationship managers, sales people and clients and responding appropriately.
Presentation materials - you will be the point person for maintenance and development of marketing materials. Your input and initiative will be critical as you will be expected to craft creative solutions for client issues. You will be partnering with marketing in conjunction with portfolio managers and CPMs to develop and revise materials as appropriate.
Request for Proposals (RFPs) and questionnaires - Responsible for drafting initial responses to client deliverables including RFPs and monthly/quarterly/ad-hoc questionnaires. You will work with client advisors, their sales associates, institutional marketing and RFP writers to craft answers that highlight GMAG's main competitive advantages.
Competitive Analysis - gather, analyze, and maintain a warehouse of information about our industry peers and their competitive products.
The environment is fast-paced and demanding. All candidates must have at least one year of financial industry experience, preferably in Asset Management.
Ability to deliver results in a timely and accurate manner, frequently under tight deadlines
Strong VBA skills
Strong attention to detail
Strong written and verbal skills
Organizational skills and the ability to handle multiple simultaneous tasks are crucial elements in order to succeed in this role Positive attitude and creative thinking - ability to take direction from senior team members while recognizing when to challenge the status quo and drive efforts to improve processes
Proficient in Excel & PowerPoint: filtering databases, navigating pivot tables, creating and maintaining client presentations
Working knowledge of multiple asset classes, including equities, fixed income and real estate
Strong quantitative aptitude
Passage of Series 7 & Series 63 are required within 6 months
Interest in pursuing CFA is desirable; possible sponsorship after one year
Undergraduate degree is required
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Asset & Wealth Management
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