JP Morgan Chase Recruiting CA,MBA,CFA for the position Endowments and Foundations-Analyst .This position requires CA with prior experience. Interested and eligible candidates have to apply with like arranged at bottom of this post. This vacancy available from 309/03/2023 and will expire soon .We are recommended to apply as earliest for early shortlist . Shortlisted candidates have to go through selection process( Test, Interview rounds ) for selection for the position.
Summary of Vacancy- Endowments and Foundations-Analyst
| Company Name | JP Morgan Chase |
| Location | Mumbai (All Areas) – Hybrid |
| Salary Offering | NA |
| Hiring Designation | Endowments and Foundations-Analyst |
| Experience Required | 01+Years |
| Qualification | CA,MBA,CFA |
| No Vacancy | NA |
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Job Role or Description
Job responsibilities
- Serve as a resource to educate and provide information to the sales force on a large number of funds/strategies on the global Private Bank platform – primarily focused on the Endowments and Foundations
- Prioritize and respond to a high volume of advisor inquiries across multiple channels (e-mail, phone, instant messenger)
- Leverage knowledge about our investments solutions, the markets, and views from the Chief Investment Office to assist in writing portfolio commentary
- Work with senior team members to develop and help understand initiatives aimed at improving the advisor/client experience (both internal & external), including increasing the efficiency of information flow and communication channels between different areas of the business
- Oversee quality control checks to ensure data integrity and accuracy for content created by the team
- Assist in developing and updating presentations and marketing materials for clients and internal meetings
- Liaise with internal stakeholders (due diligence, finance, compliance, business management, etc.) on a variety of initiatives, including regulatory, technology, etc.
- Handling Advisor and Client needs (inbox management, questions on Donor Advised Funds, reporting needs, etc.
Company Profile JPMorgan Chase & Co. is an American multinational investment bank and financial services holding company headquartered in New York City. JPMorgan Chase is ranked by S&P Global as the largest bank in the United States and the seventh largest bank in the world by total assets, with total assets of US$3.213 trillion
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