Asset Management - Global Liquidity Investment Specialist – Associate

JP Morgan Global Liquidity, a leading liquidity manager with over 30 years of experience, is known for delivering effective cash management solutions in varying market conditions. The team collaborates with clients to devise the best liquidity strategy, segment short-term investments, and utilize solutions across the ultra-short spectrum. With a disciplined approach to risk management, we ensure liquidity, preserve capital, and maximize yield. We offer strategies to meet diverse cash needs across currencies and jurisdictions. The current opening is in the Global Liquidity Investment Specialist Team in Mumbai, a part of the AM India Client and Product group.

"As an Asset Management - Global Liquidity Investment Specialist within the Global Liquidity Investment Specialist Team, you will be responsible for the preparation of strategy presentations, analysis of portfolios, assisting with the preparation of client performance reports, and coordinating with Sales, Consultants, and RFP teams. You will have the opportunity to leverage your strong understanding of fixed income securities & market, excellent communication skills, and proficiency in MS Office and Bloomberg to deliver effective cash management solutions to our clients.

Job Responsibilities

• Responsible for the preparation of Strategy presentations comprising of performance & market value, analytics and characteristics of the portfolio and details on Holdings in the portfolio
• Prepare customized Client presentations for IS’s review meetings
• Analyze portfolios including positioning , analytics and performance results
• Assist with the preparation of client performance reports and investment review materials for new and existing clients and providing commentaries on performance drivers
• Assist in preparation of any other communication
• Co-ordinate with Sales, Consultants and RFP teams to cater their requirements

Required qualifications, capabilities and skills 

• At least 3 years of experience with financial product analysis, marketing or client services
• Excellent verbal and written communication skills
• Proficient in MS Office (Excel, Word, PowerPoint) , experience with Bloomberg
• Strong quantitative and analytical skills (including data analysis and ability to understand data flows)
• Self-starter and ability to work both independently and as a team player
  • Time management skills & ability to multi-task
  • Pro-active and excellent communicator with the ability to connect with audiences across different seniority levels
  • Delivery focus and detail-orientation with strong commitment to accuracy 

Preferred qualifications, capabilities and skills

• CFA / FRM would be an added advantage
• Masters Degree from a recognized institute in Finance/Economics/Business Administration
• Proficient in Python use including previous coding experience highly desirable
• Strong understanding of fixed income securities & market is must and experience of Asset Management industry is plus