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Asset Management, Advisor Services, Analyst

Req #: 180033700
Location: Columbus, OH, US
Job Category: Operations
Job Description:
Asset Management:
JPMorgan Asset Management ("AM") is a global industry leader with over $1.5 trillion of assets under supervision, $8 billion in annual revenues, and 14,000 employees. The business serves all client segments (institutional, retail, and high net worth) and invests in all asset classes. We have over 160 alpha strategies and are a leading manager in alternative assets including real estate, private equity/venture capital, and hedge fund strategies. Our Private Bank is a premier provider of wealth management services to ultra-high-net-worth individuals and families.
About the Role:
Advisor Services Analysts are responsible for a broad range of activities, including: serving as a prospecting resource to drive new business opportunities, building and managing client relationships, educating clients on JPMorgan products, and identifying leading advisors through calling efforts, mail/e-mail campaigns, and referrals.
  • Partner with internal and external Client Advisors (CA) to generate revenue growth and client retention, including:
    • Prospecting, closing business, building relationships and promoting JPMorgan mutual funds
    • Answering incoming phone calls to the JPMorgan Funds Financial Advisor Services desk regarding Funds products and services
    • Creating client presentations; developing prep and follow up materials for client meetings
    • Assisting Financial Advisors with JPMorgan Funds web site questions
  • Liaise with Internal Client Advisors on the generation of Portfolio Insights analysis reports; document sales activity/information in Salesforce and the Product Strategy drive for tracking and Compliance purposes
  • Create proposals and illustrative models for key sales representatives as needed
  • Collaborate with team members, internal partners and investment professionals throughout the firm on projects spanning all asset classes


  • 4-year degree (BA/BS) in business, accounting or a related field required
  • FINRA/NASAA licenses preferred - i.e. Series 6 or 7; Series 63 (will be required once hired)
  • 2 – 3 years of financial services experience preferred, including strong knowledge of:
    • JPMorgan Funds’ products and services, and all aspects of the distribution channels through which they are sold
    • Specialized knowledge of JPMorgan’s Insights programs – i.e. Guide to the Markets, Guide to Retirement and Portfolio Insights
  • Able to communicate effectively (verbal and written) with a wide variety of stakeholders – e.g. external and internal partners, etc.
  • Proactive with a high level of attention to detail; quick learner who can adapt to  changing priorities and high pressure environment
  • Strong time management and organization skills; able to produce high quality work in a deadline driven environment
  • Intermediate to advanced computer skills  - e.g. Salesforce, Microsoft Suite, etc.


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