Associate/AVP - Quantitative Research & Reporting - Investment Bank Firm

We are looking for Associate and AVP Sales Support (Quantitative Research and Portfolio Management) for Global Investment Bank firm in India.

Location - Mumbai

Shift - EMEA 1PM - 10PM

It's a permanent full-time role.

Role and Responsibilities:

- The analyst will be responsible to provide a fully integrated center of relationship intelligence, connecting all touch points across the client lifecycle - to help drive sales performance and deliver a purposeful client experience.

- Research trends within the distribution channel universe; staying well-informed of industry developments, regulatory changes and the implications for clients' portfolios

- Assist with the preparation of material for strategy meets / business reviews / sales conferences Understand current and new client relationships, their asset allocation preferences and assist in client review presentations

- Coordinate and oversee key client Fund Panel/ Manager / Consultant Reviews

- Create and manage presentations for sales pitches across JPMAM's investment platforms

- Coordinate the Request for Proposal process covering breadth of investment and solutions platforms Partner with marketing teams on new product launch initiatives, client events and market research communications

- Respond to client requests and manage client communications efforts

- Oversee the coordination of key client meetings / events with clients and with JPM Investment Professionals attending relevant client meetings/conference and follow ups

- On-boarding and oversight of new clients through the relevant due diligence and AML processes, monitor client reporting schedules

- Maintenance of client /internal information in CRM tool, various databases, systems

Candidate Profile:

- MBA/CFA with relevant industry experience and knowledge of sales process.

- Strong Quantitative and analytical skillsets (including data analysis and ability to understand data flows)

- Understanding of Asset Management business (Investment Management, Mutual Funds, Managed Accounts, and/or Separate Accounts) preferable

- Excellent communicator (written and verbal) with strong interpersonal skills

- Proficiency in MS Office product suite (Excel, Word, Access, and PowerPoint) required

Experience working with an industry recognized CRM platform (Salesforce) and data mining tools (Python, SQL, BO, etc.) is a plus

If you are interested in this role, please apply for this role.