J.P. Morgan Asset Management is a leading asset manager for individuals, advisors and institutions. Our investment professionals are located around the world, providing strategies that span the full spectrum of asset classes.

As one of the largest asset managers in the world, with US$ 2.7 trillion assets under management of (as of 30 September, 2021), we provide global market insights and a range of investment capabilities that few other firms can match.

The Australia Funds Business markets investment products through intermediaries (for example Financial Advisors, Banks) who, in turn, market these products to individual investors.

The Australia and New Zealand Institutional Business markets investment products to Super Funds, Asset Managers, Financial Institutions, Insurers and Sovereign Wealth Funds.

The Role:

• Reporting to the CEO, Asset Management Australia and New Zealand the individual will be supporting the Australia based Institutional and Funds Sales teams (the “Sales team”).
• The individual will work closely with 2 resources in India to provide support to the Sales team

Provide support to the Sales team, by supporting the sales strategy delivery:

• Preparing and disseminating business, product and market reports / analysis and to ensure that the documents are cleared for external dissemination.
• Coordinate and collaborate with other functional areas to handle client enquiries and RFI/RFP.
• Assist the Sales team, booking appointments and preparing for client meetings and follow up on client information requests
• Assist with logistics for client roadshows (onshore and offshore) and coordinate with internal parties for all related materials.
• Maintain records and various logs for the sales team - the role requires a thorough understanding of internal procedures and control framework.

CRM maintenance, including data quality, metrics and analysis:

• Assist input of call reports,
• Data management, creating client campaigns through CRM
• Provide support for rating and segmentation of client data

Research support & data analysis:

• Competitor analysis (positioning of strategies vs competitors)
• Manage and analyse information including product flows, approved lists, and reports which identify sales opportunities
• Prepare internal management reports for internal reporting purposes
• Assisting with client plans, competitor and product analysis and industry trends

Requirements:

• University graduate in Business Finance and/or related discipline with experience in financial industry, preferably with Asset Management business background.
• Experience in client service would be an advantage
• Good analytical skills and can demonstrate a comprehensive understanding of investment products
• Effective planning and time management skills to meet strict deadlines or changing priorities (able to self-prioritise and set expectations of others accordingly)
• Strong attention to detail, time management and communication skills are required
• Team player, takes initiative to pre-empt what may be needed and required
• Knowledge in Morningstar Direct, Bloomberg and Salesforce would be an advantage