Investment Specialist (Multiple Positions Available)

Responsibilities Analyze and interpret market and portfolio data across markets. Maintain and enhance dashboards analyzing account movements and identifying key trends. Produce interest income forecasts for separately managed account clients to derive implied rates for Treasuries. Conduct attribution analysis to identify drivers of portfolio returns and risk and communicate findings to team members and clients. Support research, commentary writing, and portfolio analysis. Apply prompt engineering techniques and scripting to automate analytical processes and identify novel data relationships. Deliver solutions that enhance team productivity and quality of investment analysis. Stay up to date of macroeconomic trends, market developments, and regulatory changes, and leverage to write market commentaries and memos for clients and internal communications. Prepare client communication documents. Translate quantitative findings and portfolio analytics into actionable insights. Collaborate with portfolio managers, traders, risk management, technology, and client advisory teams to deliver integrated investment solutions and enhance offerings. Conduct attribution analysis to identify drivers of portfolio returns and risk. Coordinate with Portfolio Management and risk teams to remediate any potential breaches such as credit quality and eligible securities using internal compliance monitoring and resolution tools. Qualifications Minimum education and experience required: 3 or 4 year Bachelor's degree in Mathematics, Finance, Economics, Business Management, or related field of study plus 2 years of experience in the job offered or as Investment Specialist, Investment Analyst, Research Analyst, or related occupation. Skills required: experience with Bloomberg Terminal to analyze and interpret market and portfolio data across markets; designing and implementing end‑to‑end, API driven Python workflows for quantitative fixed‑income analytics covering rates, spreads, yields, returns, and generating customized client presentations; utilizing end‑to‑end fixed‑income portfolio management including portfolio construction, risk budgeting, and analysis of market dynamics for articulating short‑term fixed‑income investment strategies to institutional clients; performing return and risk attribution using Bloomberg to isolate, quantify, and explain the drivers of portfolio performance encompassing both returns and risk; fixed‑income portfolio management, understanding, and a strong command of bond math and mechanics. Location and Compensation Job Location: 270 Park Avenue, New York, NY 10017. Full‑Time. Salary: $150,000 per year. Base Pay/Salary: New York,NY $150,000.00 - $150,000.00 / year. Benefits We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission‑based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of 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. Equal Opportunity Employer 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/Veterans. #J-18808-Ljbffr JPMorgan Chase