Asset Management - Client Analyst - Analyst
JPMorganChase
At J.P. Morgan Asset Management, we believe investors deserve a partner they can trust to step up and deliver strong outcomes. From the largest institutional investors around the world to financial advisors around the corner, our clients rely on the power of perspective to solve their toughest challenges. Our clients trust us to manage over $3.7 trillion in assets under management, across 25 countries, to secure what matters most to the individuals, families, companies, and communities they serve. JP Morgan Asset Management Canada was established in 1982 and currently has over $40B CAD under management. We have offices in Vancouver, Toronto & Montreal and serve institutions, sub advisory clients, consultants and financial advisors across the country.
Job Summary
As an Advisor Analyst, in partnership with the sales team, your role will involve coordinating and supporting business development initiatives, establishing crucial client relationships, and managing campaigns and marketing activities. You will have the unique opportunity to contribute to the expansion of our investment capabilities in the Canadian retail market as part of a leading asset management firm.
Job Responsibilities
- Assist with business development initiatives such as roadshows, large client events, reminder calls, compliance, admin support & CRM reports
- Partner with sales team
- Develop and implement team business plan in collaboration with Head of Sales
- Facilitate team meetings
- Understand Compliance regulations and Sales Practices under NI 81-105 for our clients as the team compliance coordinator.
Required qualifications, capabilities and skills
- Excellent communication and presentation skills
- Strong quantitative skills and a passion for investing
- Exceptional organizational skills and ability to multitask
- Strong initiative, energy and confidence
- Genuine interest in financial markets, investing and macro-level economics
- Bachelors degree or equivalent
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
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.
Great opportunity to support our growing sales team in Toronto!