Asset Management - Internal Client Advisor - Associate

At J.P. Morgan Asset Management, we believe investors deserve a partner they can trust to step up and deliver strong outcomes. From the largest institutional investors around the world to financial advisors around the corner, our clients rely on the power of perspective to solve their toughest challenges. Our clients trust us to manage over $3.7 trillion in assets under management, across 25 countries, to secure what matters most to the individuals, families, companies, and communities they serve. JP Morgan Asset Management Canada was established in 1982 and currently has over $42B CAD under management. We have offices in Vancouver, Toronto & Montreal and serve institutions, sub advisory clients, consultants and financial advisors across the country.

Job Summary

As an Internal Client Advisor within our Canada Sales Team, you will collaborate closely with your External Client Advisor to provide field sales coverage across Canada. Your role will involve coordinating business development initiatives, establishing crucial client relationships, and managing marketing campaigns and activities. You will have the unique opportunity to contribute to the expansion of our investment capabilities in the Canadian retail market, as part of a leading asset management firm.

Job Responsibilities

• Proactively identifying new business opportunities by completing ongoing screens to assess our competitive positioning/advantages and staying abreast of current manager searches
• Developing and completing presentations for client and prospect meetings. Maximizing focus on prospecting, pitching and closing sales by owning certain parts of the sales process (legal, operational, marketing, etc.)
• Participating in and working with Client Advisor to prep for client meetings – both for new business opportunities and ongoing due diligence with clients
• Conducting research and bringing proactive ideas to the forefront for client and prospect firms
• Leveraging shared resources across Funds Management and the Portfolio Management teams to communicate and relay sales and market intelligence
• Providing Client Advisors and clients with analysis of the competitive landscape through use of analytical tools
• Coordinating information with Client Portfolio Managers for meeting preparation, client agendas, discussing client issues and gathering follow-up information
• Help coordinate & execute client events, roadshows, due diligence meetings, etc.
• Serve as primary point of contact for routine client needs and requests

Required Qualifications, capabilities and skills

• 2+ years of relevant work experience at an asset management firm
• Excellent presentation skills – possess an ability to clearly present competitive analyses and material to clients and prospects
• Exceptional analytical skills – Strong Capital Markets Acumen & ability to analyze JPMorgan’s and the competition’s products and performance
• Effective communication skills as evidenced through presentations and client interaction on the phone and in meetings
• Resource Skills – demonstrate a command on how to find information and data in the firm by developing a strong network

Preferred Qualifications, capabilities and skills:

• CIM, CIMA, CFA preferred
• Bilingual: French

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

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.