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Asset Management, Shareholder Services, Analyst

Req #: 180007355
Location: Columbus, OH, US
Job Category: Operations
Potential Referral Amount: 1500 US Dollar (USD)
About Asset Management
J.P. Morgan is a global leader in asset and wealth management services. The Asset Management line of business serves institutional, ultra high net worth, high net worth and individual clients through its Global Investment Management and Wealth Management & Investment Solutions 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 Dec. 31, 2016)
J.P. Morgan Global Funds Management is among the world’s largest and most respected investment managers. With more than 1,900 employees managing $ 442 billion in assets, we offer a depth of global resources and breadth of investment capabilities few firms can match.
Our experienced professionals operate across the U.S., Europe, Asia, Latin America and other key financial centers worldwide. Together, they deliver a diverse range of investments spanning all major asset classes, market sectors and geographic regions - from mutual funds to separate accounts, traditional strategies to alternatives, and single-asset portfolios to packaged solutions.
At J.P. Morgan Global Funds Management, we draw on a legacy dating back to 1865 to manage assets in today's complex, ever-changing markets. The hallmarks of our business include a focus on exceptional risk-adjusted performance, an innovative product lineup designed for global diversification and a commitment to the highest quality service. We continue to build strong, growing partnerships with financial advisors and other intermediaries, providing them with insights and investments to meet the needs of their retail, institutional and retirement plan clients.
As a Shareholder Services Analyst, you will be responsible for support and service of both our advisors and sales force throughout the country as they sell our JPMorgan Mutual Funds as well as the shareholders who own our mutual funds. We are looking for candidates who possess the energy and attitude that is vital to our growing line of business and the service skills to continue to build our relationship with our advisors and shareholders.
New Analysts will get their Series 6 & 63 securities licenses as we look for them to come into our organization, learn the mutual fund business, develop, and become an important part of the future of Funds Management.  Analysts will be responsible for problem resolution, trading, informational requests, education of our processes and products, and training. Communication, service skills, and a willingness to learn are paramount to success in this role.
The successful candidate will have:
  • Bachelor's Degree or equivalent
  • Industry knowledge preferred 
  • Strong written and oral communication skills
  • Relationship building skills
  • Problem solving skills
  • Attention to detail
  • Will be required to obtain Series 6 & 63 securities licenses within 90 days.
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