JPMorgan Chase Asset Management, North America Institutional, Sales, Associate in Chicago, Illinois

About Asset and Wealth Management:

J.P. Morgan is a global leader in asset and wealth management services. The Asset & Wealth Management line of business serves institutional, ultra high net worth, high net worth and individual clients through its Asset Management and Wealth Management businesses. With client assets of $2.5 trillion and assets under management of $1.8 trillion, we are one of the largest asset and wealth managers in the world. (Assets as of March 31, 2017)

About Asset Management:

J.P. Morgan 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.

  • A clear focus on managing client assets and delivering strong risk-adjusted returns

  • More than 1,200 investment professionals providing strategies spanning the full spectrum of asset classes, including equity, fixed income, cash liquidity, currency, real estate, hedge funds and private equity

  • Leadership positions in the U.S., U.K., Continental Europe, Asia, and Japan

J.P. Morgan Asset Management is the marketing name for the investment management businesses of JPMorgan Chase & Co. and its affiliates worldwide.

About The North America Institutional Asset Management Team: The NAI team is focused on the business development and retention efforts for large institutional investors. We work with most of the largest corporations, governments, unions, endowments, foundations, and healthcare organizations in North America. We manage money for these Institution’s defined benefit, defined contribution, and long term investment pools. We also manage relationships with large investment consultants who assist many Institutional investors.


  • Partner with client advisors and relationship managers to support all facets of the sales and business development/retention process:

  • Understand current institutional client relationships and assist in better serving firms that do business with JPMAM

  • Initiate prospecting and territory management efforts - research prospects within territory, keep client advisor abreast of client trends and industry developments

  • Identify new business opportunities and upcoming product searches

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

  • Coordinate product teams and RFP processes

  • Partner with marketing team on new product and insights campaigns

  • Respond to client requests and manage client communications efforts to promote continuous sales dialogue and to build client relationships.

  • 3-5 years of relevant Investment Management or Asset Management experience

  • Resourcefulness - Should be able to quickly form relationships and develop a key network of contacts to source information. Must be comfortable initiating projects and working under limited direction.

  • Communication skills - Should possess strong verbal and written communication skills, must be able to effectively articulate ideas and complex investment strategies/ processes in a clear and concise manner. Must be comfortable interacting with clients during meetings and over the phone.

  • Analytical skills: The ability to quantitatively analyze JPMAM's and the competition's products/performance.

  • 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.

JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.