Associate - Fixed Income- Investment Specialist
JP Morgan
4 - 6 years
Mumbai
Posted: 22/08/2025
Job Description
You are a strategic thinker passionate about driving solutions in Fixed Income. You have found the right team.
As an “Investment Specialist ” within our “ Global Fixed Income Currencies and Commodities team ” , you will spend each day defining, refining and delivering set goals for our firm .
Job Responsibilities:
- Prepare strategy presentations comprising performance and market value.
- Analyze and report on portfolio analytics and characteristics.
- Detail holdings in the portfolio for comprehensive understanding.
- Customize client presentations for Investment Specialist review meetings.
- Conduct analysis of portfolios including positioning, analytics, and performance results.
- Assist in preparing client performance reports and investment review materials.
- Provide commentaries on performance drivers for client understanding.
- Assist in preparation of any other communication required by the team.
- Monitor guidelines and adherence for internal/external managed portfolios.
- Coordinate with Sales, Consultants, and RFP teams to meet their requirements.
- Address any other requirements of the Investment Specialist.
Required qualifications, capabilities and skills
- At least 4 years of experience in financial markets.
- Understanding of Fixed Income and the asset management business
- Proficient in Python use, including previous coding experience
- Strong quantitative and analytical skills, including data analysis and ability to understand data flows.
- Proficient in MS Office (Excel, Word, PowerPoint).
- Proactive, positive approach, able to grasp/learn concepts and procedures quickly.
- Self-starter and ability to work both independently and as a team player.
- Pro-active and excellent communicator with the ability to connect with audiences across different seniority levels.
Preferred qualifications, capabilities and skills
- Master's Degree from a recognized institute in Finance/Economics/Business Administration.
- CFA/FRM candidature would be an added advantage.
About Company
JP Morgan Chase & Co. is one of the world's largest and most prestigious financial institutions, headquartered in New York City. It operates in over 100 countries, providing a wide range of financial services including investment banking, asset management, commercial banking, and wealth management.The company serves corporations, governments, institutions, and individual clients, offering expertise in areas such as mergers and acquisitions (M&A), securities trading, and credit management. Known for its global reach and financial strength, JP Morgan is a leader in innovation and sustainability within the banking industry.
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