Investment Specialist, Associate

About the Role

• Provide support to Investors in all facets of their daily business routine within J.P. Morgan's U.S. Private Bank.
• Ultimate goal is to help Bankers win new clients and deepen/strengthen existing client relationships.

Key Responsibilities

• Support investment reviews with clients to validate their current investment objectives.
• Prepare recommendations of appropriate investment products.
• Assist with the development of investment policy statements and advice on asset allocation.
• Build excellent working relationships with internal clients.
• Support coordination of sales effort with Investors.
• Adhere to internal and external policies and procedures regarding securities transactions and code of conduct.

Requirements & Tech Stack

• Bachelor's degree required.
• Series 7, 66, and Insurance licenses required for the position; unlicensed candidates are considered but must obtain licenses within 90 days of start date.
• Capital markets or institutional brokerage experience.
• Ability to multi-task and manage priorities effectively.
• Excellent communication skills.
• Strong analytical, quantitative, and problem-solving skills.
• Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint) and Internet/Intranet.
• Ability to learn proprietary software and databases.

Preferred Qualifications

• Coachable professional with good "business sense" and an energetic/dynamic personality.
• Ability to work both independently and as a team player.
• Ability to adapt to a rapidly changing business and technology environment.