Home
/
Comprehensive
/
Investment Specialist [IS-ACW-103178]
Investment Specialist [IS-ACW-103178]-March 2024
New York
Mar 31, 2026
About Investment Specialist [IS-ACW-103178]

  JPMorgan Chase & Co. is seeking an Investment Specialist in New York, New York. This position requires up to 25% domestic and international travel. Telecommuting permitted 10% of the time. 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.REQUIREMENTS: 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. 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).Full-time. Salary: $260,000 - $350,000 per year. To apply for this position, please email your resume to [email protected] with following job ID clearly indicated: [MR-IS-ACW-103178]. JPMorgan Chase & Co. is an Equal Opportunity and Affirmative Action Employer, M/F/D/V.

  Minimum Salary: 260,000Maximum Salary: 350,000Salary Unit: Yearly

Comments
Welcome to zdrecruit comments! Please keep conversations courteous and on-topic. To fosterproductive and respectful conversations, you may see comments from our Community Managers.
Sign up to post
Sort by
Show More Comments
SIMILAR JOBS
Manager, Partnership Management, FLEX Partnerships
Manager, Partnership Management, FLEX Partnerships - 2306157607W Description Johnson & Johnson Innovative Medicine., a division of Johnson & Johnson's Family of Companies, is recruiting for a
SAP - EWM - Senior - Consulting - Open Location
EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. At EY, you’ll have the chance to build a career as unique as you are,
Desktop Support - Marlborough, Massachusetts
Desktop Support - Marlborough, Massachusetts Marlborough, MA (http://maps.google.com/maps?q=Marlborough+MA) Description Are you looking to take the next step in your IT Career? Let's chat and see if
Network Infrastructure Design Specialist
Network Infrastructure Design Specialist Req ID 17619 Network Infrastructure Design Specialist Who We Are At WSP, we are driven by inspiring future-ready pioneers to innovate. We’re looking to grow o
Behavioral Health Case Manager II
WARNING: Please beware of phishing scams that solicit interviews or promote work-at-home opportunities, some of which may pose as legitimate companies. Elevance Health requires a completed online app
Resident Caregiver - Memory Care - Part-time - Nights
The Resident Caregiver assists residents in all aspects of their daily life as indicated in the resident service plan, including personal care, food service, housekeeping, laundry, behavior managemen
Casual Field Service Agent - Memphis, TN
What makes DHL great? Our People!We know each employee’s individual contributions make us the #1 Express Delivery and Logistics Company in the world. Distinguished as No. 1 World’s Best Workplace™ by
Federal Health Risk Manager
Government & Public Services Federal Health Risk Manager The Government & Public Services (GPS) Risk Management Team is currently seeking a full-time dedicated Risk Manager for our Federal He
Secretary (Captain's Secretary)
Summary Corrections professionals who foster a humane and secure environment and ensure public safety by preparing individuals for successful reentry into our communities. Our highly-skilled, diverse
Telecommunications Designer (Mission Critical/Data Center)
Telecommunications Designer (Mission Critical/Data Center) Req ID 17591 Telecommunications Designer (Mission Critical/Data Center) Who We Are At WSP, we are driven by inspiring future-ready pioneers
Copyright 2023-2026 - www.zdrecruit.com All Rights Reserved