DESCRIPTION:Duties: Conduct quantitative analyses of information involving investment portfolios for ultra-high net worth (UHNW) clients in Mexico. Run investment portfolio analysis and perform financial modeling in order to tailor and provide complex investment advice and solutions to UHNW clients in Mexico. Perform financial market data/analytics and prepare price quotes, comparing potential allocation strategies and generating multi-period projections based on complex market conditions including using Monte Carlo analysis. Using the Spanish language, independently conduct investment reviews with clients to validate the clients' current investment objectives, and develop advanced recommendations for appropriate investment products, taking into account the specific needs of UHNW clients in Mexico that differ from the needs of institutional, mass affluent, or high net worth clients elsewhere. Independently write and deliver in Spanish investment policy statements, including targeted advice on asset allocation. Support sales efforts made by other investors. Use the Spanish language to assist bankers to win new clients, and strengthen existing client relationships. Adhere to internal and external policies and procedures regarding securities transactions and code of conduct. This position requires up to 25% domestic and international travel to various client sites.QUALIFICATIONS:Minimum education and experience required: Master's degree in Business Administration, Finance, Economics, or related field of study plus 5 years of experience in the job offered or as Investment Specialist, Business Developer, Asset Allocation Funds Analyst, Market Trader, Global Markets Sales, or related occupation. The employer will alternatively accept a Bachelor's degree in Business Administration, Finance, Economics, or related field of study plus 7 years of experience in the job offered or as Investment Specialist, Business Developer, Asset Allocation Funds Analyst, Market Trader, Global Markets Sales, or related occupation.Skills Required: This position requires experience with the following skills: creating presentations for clients using Microsoft PowerPoint and Adobe Acrobat PDF Pro; running portfolio analysis and financial modeling using Microsoft Excel; accessing economic news, financial market data/analytics, and price quotes using Thomson Reuters Eikon and Bloomberg Terminal; comparing potential allocation strategies and generating multi-period projections based on complex market conditions using Monte Carlo Simulation analysis; providing advice to Mexican clients given specific market and fiscal requirements; analyzing and providing advice around Mexican securities; and managing ultra-high net worth relationships. This position requires experience with the following asset class products: Global Equities; Taxable and Emerging Markets Fixed Income; Mutual Funds and Liquid Alternatives; and Structured Products (including Phoenix Notes, Buffered Return Enhanced Notes, Callable Enhanced Market Plus, Annual Review Notes, Credit Linked Notes, Reverse Convertibles, and Dual Directional Buffered Equity Notes); Private Equity; Hedge Funds; OTC Equity Derivatives; OTC Fixed Income and FX Derivatives; Mexican Equities; Mexican Fixed Income; and Mexican FX and rates derivatives. This position requires oral, auditory, and written fluency in the Spanish language.Job Location: 390 Madison Avenue, New York, NY 10017. This position requires up to 25% domestic and international travel to various client sites. Telecommuting permitted up to 40% of the week.Full-Time. Salary: $176,571 - $280,000 per year.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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.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.JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/VeteransBase Pay/SalaryNew York,NY $176,571.00 - $280,000.00 / year
