Address
Form of work
Salary
DESCRIPTION:
Duties: Provide investment advice and solutions to high net worth clients in Latin America. Conduct investment reviews with clients to validate the clients' current investment objectives, and prepare recommendations for appropriate investment products. Develop investment policy statements and provide advice on asset allocation. Support sales efforts made by investors. Assist bankers to win new clients, and strengthen existing client relationships. Adhere to internal and external policies and procedures regarding securities transactions and code of conduct. Manage and supervise the Analyst and Investment Professional team in the Mexico Investments business.
QUALIFICATIONS:
Minimum education and experience required: Bachelor’s degree in Economics, Business, Finance, or related field of study plus 8 years of experience in the job offered or as Investment Specialist, Banker/Investor/Financial Analyst, Consultant (Finance), or related occupation. The employer will alternatively accept a Master’s degree in Economics, Business, Finance, or related field of study plus 6 years of experience in the job offered or as Investment Specialist, Banker/Investor/Financial Analyst, Consultant (Finance), or related occupation.
Skills Required: Requires experience in the following: creating presentations for clients using Microsoft PowerPoint and Adobe Acrobat PDF Pro; running portfolio analysis and financial modeling using Microsoft Excel; accessing economic news, financial market data/analytics, and price quotes using Thomson Reuters Eikon and Bloomberg Terminal; and comparing potential allocation strategies and generating multi-period projections based on complex market conditions using Monte Carlo Simulation analysis. This position requires experience with the following asset class products: Global Equities; Taxable and Emerging Markets Fixed Income; Mutual Funds and Liquid Alternatives; Structured Products (including Phoenix Notes, Buffered Return Enhanced Notes, Callable Enhanced Market Plus, Annual Review Notes, Credit Linked Notes, Reverse Convertibles, and Dual Directional Buffered Equity Notes); and Derivatives (Equity Options, Interest Rate Swaps, among others), and Alternative Investments (Private Equity, Private Credit, Private Real Estate, Hedge Funds).
Job Location: 390 Madison Avenue, New York, NY 10017. This position requires up to 25% domestic and international travel. Telecommuting permitted 10% of the time.
Full-Time. Salary: $260,000 - $350,000 per year.
ABOUT USABOUT THE TEAM
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
