Asset Management, Global Insurance Solutions – US Sales Support Analyst

Global Insurance Solutions – US Sales Support Analyst – Job Description 

J.P. Morgan Asset Management has served insurers for more than 40 years. Currently, its Global Insurance Solutions (GIS) group partners with many of the largest insurers globally to solve their most complex investment challenges by designing customized solutions spanning across asset classes to address their unique needs. GIS has seen considerable growth and now has over $240Bn in general account assets under management.

GIS is comprised of investment professionals and dedicated industry experts covering a broad spectrum of asset classes suitable for insurers. This group of over 70 members works with clients in more than 20 countries across Europe, Asia, North and South America This position will report to one of the US Client Advisors and will be responsible for supporting all sales activities of our five US Client Advisors in partnership with two other sales support analysts.

This position is applicable to individuals who have earned a Bachelor’s degree at an accredited school.  

Responsibilities include, but are not limited to

• Partner with client advisors, senior team members, Institutional Strategy & Analytics and portfolio management teams to help deliver the full value of the firm to clients and prospects  

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

• Coordinate the Request for Proposal process by working with a variety of teams to ensure that each response represents the full depth and breadth of our investment and solutions platforms

• Build and maintain internal resources across GIS, leveraging shared resources and communicating sales and marketing intelligence to clients 

• Research trends within the insurance universe; staying well-informed of industry developments, regulatory changes and the implications for clients’ portfolios 

• Partner with marketing teams on new product launch initiatives, client events and market research communications 

• Respond to client requests and manage client communications efforts 

• Work closely with the Institutional Strategy & Analytics team to support their timely response to client requests and build bespoke presentations to address the complex issues facing clients and prospects

• Analyze and summarize findings from large and complex data 

Attributes

• Professional and industrious attitude, possessing energy and confidence to complete projects with limited supervision

• Ability to work independently and in a team-based environment, successfully and efficiently

• Take initiative and develop creative solutions for solving problems

• Interact and communicate confidently and effectively with all levels of management, including executive management of the firm, as well as external clients

• Ability to handle large volumes of work and prioritize appropriately, meet tight deadlines, and possess strong attention to detail

• Utilize qualitative and quantitative tools to analyze, synthesize and interpret information, and communicate it clearly and succinctly

• Coordinate various data and information into effective messaging that resonates with internal and external clients

• Possess a partnership mindset and engage with teams across the firm

Qualification 

• Candidate must hold a Bachelor’s degree 

• Minimum 1-2 years in financial services, ideally in a sales support function

• A general passion / interest in asset management, investing, and/or macroeconomics 

• Financial analysis, project management, other quantitative analysis 

• Expertise with Excel 

• Expertise in PowerPoint: creating and editing presentations for internal and external meetings 

• Strong analytical skills 

• Strong communication skills (written and oral) 

• Strong desire to learn and add value

• Demonstrate ability to multi-task and re-prioritize quickly

• Will need to obtain their SIE, and Series 3, 7, and 63 licenses 

• Authorization to work permanently in the U.S.