Associate - Alternatives Investment Specialist
Mumbai, Maharashtra, India
You are a strategic thinker passionate about driving solutions in “Investments". You have found the right team
As an Associate within the Investment Specialist Support team, you will partner closely with Investment Specialists to deliver high-quality investment insights, client materials, and performance analysis across alternative strategies.
You will play a key role in translating complex investment information into clear, client-ready content while managing deliverables across stakeholders. This role combines analytical capability, content ownership, and project coordination to support both client servicing and business development efforts.
Job Responsibilities:
- Investment Insight and Narrative Development
- Analyze fund and portfolio performance, including attribution across strategies
- Translate investment insights into clear, concise client-facing commentary. Support development of market updates, fund narratives, and other ad-hoc materials
- Client Materials and Content Ownership
- Lead preparation of pitchbooks, portfolio reviews, and bespoke presentations
- Ensure consistency, accuracy, and alignment of messaging across materials. Support preparation for client meetings, including briefing notes and follow-ups
- Business Development Support
- Partner with Investment Specialists to develop marketing materials and thought leadership
- Contribute to responses for client queries and Requests for Proposal (RFPs).Support product positioning and communication strategies, with a focus on APAC markets
- Coordination and Project Management
- Coordinate deliverables across global teams (Investment, Research, Risk, and Marketing). Manage timelines and oversee output quality across multiple workstreams
Required Qualifications, Capabilities, and Skills:
- At least 7 years of relevant experience in asset management, investment strategy, or product specialist roles
- Strong understanding of alternative investments (hedge funds, multi-strategy, macro)
- Advanced Excel and PowerPoint skills
- Strong analytical capability, including understanding of risk and return metrics
- Excellent written and verbal communication skills, with ability to synthesise complex information
- High attention to detail and strong organisational skills
- Proactive mindset with ability to manage multiple stakeholders and priorities
Preferred Qualifications, Capabilities, and Skills:
- Progress toward or completion of CFA and/or CAIA
- Experience working with investment data, reporting systems, or analytics tools
- Familiarity with automation tools (e.g., Python) a plus
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.
Partner with investment teams to translate market insights into impactful client content and business growth