Job Description
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.
QUALIFICATIONS:
Minimum education and experience required: Bachelor’s degree in Finance, Business, or related field of study plus 3 years of experience in the job offered or as Banker/Investor/Financial Analyst, Consultant (Finance), or related occupation (experience can be gained pre- or post-Bachelor’s degree). The employer will alternatively accept a Master’s degree in Finance, Business, or related field of study plus 1 year of experience in the job offered or as Banker/Investor/Financial Analyst, Consultant (Finance), or related occupation (experience can be gained pre- or post-Bachelor’s degree).
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; and 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). Experience in the skills can be gained pre- or post-Bachelor’s degree.
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.
Salary: $157,352-$250,000.00 per year.
About Us
JPMorgan Chase & Co., 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. In accordance with applicable law, we make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as any mental health or physical disability needs.
The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorgan Chase was awarded the “WELL Health-Safety Rating” for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment.
As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm’s current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm’s vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, discretionary incentive compensation which may be awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
Equal Opportunity Employer/Disability/Veterans
About 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.