Asset Management, Associate, Funds Sales Support, Fixed Term Contract (18 months), Milan

J.P. Morgan Asset & Wealth Management, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.

Asset Management is a leading investment manager of choice for institutions, financial intermediaries and individual investors, worldwide. With a heritage of more than two centuries, a broad range of core and alternative strategies, and investment professionals operating in every major world market, we offer investment experience and insight that few other firms can match. 

Job Summary 

We are looking for a highly motivated individual for JPMorgan Asset Management Funds Sales Support team in Milan. The person in this role will work closely with Sales & Marketing Team and partner with the centralized functions to ensure accurate and on time execution of client requests and business priorities and projects. This will be an excellent opportunity to grow your career and acquire knowledge of the asset management business and financial industry at one of the leading financial services institutions.

Job Description

• Analysis of Funds Sales and business performance (including sales, revenues and market data analysis
• Preparation of periodic and ad hoc business performance presentations/reviews – MIS, Net Sales analysis on product and clients/sales allocation monitoring;
• Oversight business risks and perform effective controls across on the business activity to ensure it is in compliance with corporate-wide objectives and policies;
• Co-ordinate and monitoring Client Advisor Presentation workflow (data update, translation and compliance sign off);
• Co-ordinate all aspects of Client Reporting (Solvency II, PRIIPS, MiFid II, etc.) /ad hoc requests with internal and external stakeholders (Insurance, Institutional Clients s & Asset Managers, Advisory Desks) and related business projects;
• Developed strong Client relationships to offer business solutions and comprehensive support to internal and external stakeholders.

Required qualifications, capabilities, and skills

• Advanced knowledge of the Italian retail Investors market and its dynamics
• Advanced understanding of Luxembourg fund ranges and Italian Fund industry
• Graduate degree in Economics/Finance
• Significant experience in the similar role
• Strong computer skills (Microsoft Office, CRM tools)
• Language: Italian (mother tongue), English (fluent in writing and speaking).
• Strong organizational and time management skills
• Strong control & oversight attitude

Preferred qualifications, capabilities, and skills

• Highly motivated associate with consolidated sales support experience who thrives under pressure
• Capacity to operate in a team setting, cultivating effective relationships with both with internal partners and clients
• Excellent presentation skills
• Ability to work both independently and as a team player
• Strong technical and analytic skills. Understanding of investment processes, risks, market and macro-economic framework
• Entrepreneurial attitude with skills at project management and flexibility at applying innovative ideas to meet clients’ needs
• Graduate degree in Economics/Finance
• Pro-active attitude, ability to follow-up on issues and ensure timely response

J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world’s most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.

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.

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