Asset Management Program Analyst Job Description
Asset Management Program Analyst Duties & Responsibilities
To write an effective asset management program analyst job description, begin by listing detailed duties, responsibilities and expectations. We have included asset management program analyst job description templates that you can modify and use.
Sample responsibilities for this position include:
Asset Management Program Analyst Qualifications
Qualifications for a job description may include education, certification, and experience.
Education for Asset Management Program Analyst
Typically a job would require a certain level of education.
Employers hiring for the asset management program analyst job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and University Degree in Management, Finance, Economics, Engineering, Business, Business/Administration, Mathematics, Public Administration, Financial Services, Computer Science
Skills for Asset Management Program Analyst
Desired skills for asset management program analyst include:
Desired experience for asset management program analyst includes:
Asset Management Program Analyst Examples
Asset Management Program Analyst Job Description
- Facilitating GWM client participation in the global syndicate activities
- Support of our special equities flows
- Create and update all marketing collateral including marketing pitch book, investor welcome packages, product profiles and teasers, ad hoc materials
- Write and/or oversee the production and distribution of monthly/quarterly fund-level and client-level reports such as snap shots, quarterly and annual financial reports, investor statements, investor cash flow notices
- Support funds program management team with managing speakers and content for in-person and digital events including setting up session prep calls, managing content submission to design/compliance, and communicating details to stakeholders
- Manage event calendar and act as central point of contact for marketing on all scheduling
- Coordinate with channel marketing directors to ensure content is submitted to partner firms in a timely manor and approved for use
- Build and analyze post-event and quarterly reports (attendee feedback, ongoing tracking of activity and sales)
- Ensure client experience is consistently of the highest standard
- Develop an understanding of the investment process with the objective of improving procedures
- One year prior operational and/or line experience, is required
- Resourcefulness - Should be able to quickly form relationships and develop a key network of contacts to source information
- A good understanding of event/marketing lifecycle
- 1-3 years of event/marketing planning experience preferred
- Excellent logistical and project management skills
- Excellent work ethic and attention to detail is critical
Asset Management Program Analyst Job Description
- Partner with Managers to ensure consistent Analyst growth and development in line with Program milestones
- Partner with Managers and key stakeholders (in HR and the business) to ensure the structure and direction of the Program is in line with business goals and local needs
- Manage the annual performance review and compensation process for all Analysts, the promotion process
- Design, deliver and measure effectiveness of Analyst training programs
- Partner with HR Business Partners, HR Solutions Team and if appropriate Employee Relations to address Analyst issues
- Collect and analyse data to determine trends in hiring, performance and retention
- Manage and track expenses in line with budget
- Development, mentoring and coaching of Analysts and their Managers
- Partner closely with the business to develop and proactively manage the people agenda and priorities of the business, including but not limited to talent management, people development, succession planning and diversity
- Manage complex and sensitive employee relations situations
- Must be able to work well in a fast-paced, deadline-orientated environment
- Investment knowledge - In order to effectively leverage the sales process, an Associate should have a strong understanding of investments and have the ability to quickly learn and effectively communicate JPMAM's product line-up
- Effectively collaborate with other teams within HR (Recruitment, Compensation, Benefits, Employee Relations, HRSD)
- Manage the yearly compensation cycle in respect of the assigned client base
- Demonstrable work experience in the Industry or Human Resources space
- Ability to establish and maintain strong internal and external relationships, within HR and the Business
Asset Management Program Analyst Job Description
- Lead database design for creation and maintenance of a market fundamentals framework
- Create and maintain customized top quality collateral for solutions-oriented client engagement – , flipbooks, market overviews
- Create and manage internal and external presentations
- Internal product manager - support relationships with sales channels
- Presentation materials - you will be the point person for maintenance and development of client presentations (pitchbooks, portfolio reviews, ) marketing materials
- Lead database design for creation and maintenance of a global real assets fundamentals framework
- Create and maintain customized top quality collateral for multi-asset solutions oriented client engagement – , flipbooks, market overviews
- Utilize qualitative and quantitative tools to analyze, synthesize and interpret large amounts of data and information, drawing conclusions and making recommendations for senior team members
- Navigate and facilitate information flow/messaging between teams and regions
- Support a team maintaining security level model portfolios
- Ability to Prioritize and simultaneously move projects and tasks forward
- Strategic thinking with strong analytic skills
- Demonstrated data management capabilities
- Bachelor’s degree in a quantitative/analytical field such as computer science, mathematics, physics, operations research, statistics, or engineering with a minimum overall GPA of 3.2
- Solid communications skills in both writing and presenting
- Be a “numbers” person
Asset Management Program Analyst Job Description
- Coordinate due diligence and closing for new acquisitions
- Support the use, implementation and enhancement of analytical tools utilized by the team
- Articulate the manager selection quantitative research process to internal partners and investment advisors
- Partner with the Product & Platform Team to help facilitate the onboarding of new investment solutions to various platforms
- Grow and maintain comprehensive platform of global equity, fixed income and liquid alternative solutions
- Enhance quantitative monitoring analytics and cost analysis
- Administering the events, including overseeing all practical arrangements related to venues, catering, resources, scheduling, room booking, participant communications, program evaluation/feedback summaries
- Working with the Talent Institute to support the promotion of courses and events
- Preparation of all course and program materials
- Liaising with participants, booking them onto events and issuing joining instructions
- Programming skills preferred – in particular proficiency in database design and maintenance – , VBA, SQL, C/C++, JavaScript, R, Python, Matlab
- 1- 3 years experience with exposure/involvement in of the various Asset Management businesses or Asset Management Product areas
- Identify project objectives and plan solutions
- Build understanding of Risk and Compliance policies, undertake relevant training
- Excellent communication skills (written & verbal) and relationship management skills, which are required to interact with personnel across senior levels of the firm
- Ability to manage time sensitive projects and while operating in a fast-moving and demanding environment
Asset Management Program Analyst Job Description
- Handling telephone and e-mail enquiries from APAC Asset Wealth Management Staff
- Identifying suitable external venues when required and liaising with venues to discuss prices, arrange resources, catering, contract
- Manage budget tracker and invoicing process
- Where appropriate, facilitate training programs in the absence of the Learning and Development Manager
- Take part in Global Project Management Team projects as required
- Manage and be responsible of ensuring all training tools and training material inventory are well maintained and effectively utilized
- Data entry/extraction from the JPMC learning management system
- Work with internal constituent groups across the U.S. , Europe and Asia-Pacific, consultants and clients to answer questions and address issues
- Work with our locally based finance team to complete fund-level and client/consultant specific analysis, , cash flow analysis, cost basis analysis, IRR analysis, investment experience attribution
- Supporting internal marketing efforts to JPMAM and Global Real Estate sales force - providing client relations and sales support
- A minimum of 2 years of post-undergraduate work experience in real estate (prior real estate valuation experience preferred)
- Series 7 & 63 licenses, or series 66 license strongly preferred - successful completion shall be required shortly after employment begins
- Support project management and delivery of key tactical and strategic initiatives
- Set-up meetings, create and distribute agendas, take minutes, coordinate logistics for meetings, and complete various presentations for project and Senior Management as directed by manager
- Support coordinating new product, service and operating model approvals through the corporate standard New Business Initiative Approval and Process Re-engineering Approval forums
- Bachelor’s Degree from an accredited institution with superior academic performance