Asset Management Program Analyst Job Description
Asset management program analyst
provides strategy ideas and analysis to financial markets and clients on foreign exchange and interest rates movements in emerging markets, especially markets making up the company's global footprint.
Asset Management Program Analyst Duties & Responsibilities
To write an effective asset management program analyst job description, begin by listing detailed duties, responsibilities and expectations. We have included asset management program analyst job description templates that you can modify and use.
Sample responsibilities for this position include:
Provide Excel analytics and reporting
Work with Global Structuring Team and internal/external legal counsel to analyze and comment on offering materials including the private placement memorandum, subscription documents and partnership agreements
Support PMs in execution of analyst and manager surveys
Support PM in Analyst compensation and performance management processes including analyses and communications
Provide website updates
Manage Program mailboxes
Providing our Investors with exceptional guidance & service in navigating and trading the global equity markets
Being professional, proactive & courteous in the delivery of this service
Resolving and managing the risks associated with failing trades
Building relationships within front office and support areas, and be able to leverage them for exceptional client service
Asset Management Program Analyst Qualifications
Qualifications for a job description may include education, certification, and experience.
Education for Asset Management Program Analyst
Typically a job would require a certain level of education.
Employers hiring for the asset management program analyst job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and University Degree in Management, Finance, Economics, Engineering, Business, Business/Administration, Mathematics, Public Administration, Financial Services, Computer Science
Skills for Asset Management Program Analyst
Desired skills for asset management program analyst include:
Bloomberg
Common financial programming language
Excel
Financial markets and global economics
Financial service industry and financial markets
Fixed income markets
Linear algebra at the undergraduate level
PowerPoint
Probability
Proficient in data mining and up keep
Desired experience for asset management program analyst includes:
Define, document, track and manage projects to implement the roadmap for AM Party and Accounts including, but not limited to projects to define and adopt operating models, define operating process flows, drive adoption of golden sources, define data management standards, or measure adherence to data management standards
Document and update materials and agendas for the Asset Management Executive Steering Committee, the Data Management Council, Senior Sponsors and the Party and Account domain specific programs
Create and manage progress reports or metric reporting on Party and Account related projects or programs
3 -5 years in a Business Analyst/Program Management role
Ability to proactively challenge the “norm”
Performing core start-of-day and end-of-day processes to successfully manage our day to day operations
Asset Management Program Analyst Examples
1
Asset Management Program Analyst Job Description
Job Description Example
Our innovative and growing company is hiring for an asset management program analyst. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for asset management program analyst
- Facilitating GWM client participation in the global syndicate activities
- Support of our special equities flows
- Create and update all marketing collateral including marketing pitch book, investor welcome packages, product profiles and teasers, ad hoc materials
- Write and/or oversee the production and distribution of monthly/quarterly fund-level and client-level reports such as snap shots, quarterly and annual financial reports, investor statements, investor cash flow notices
- Support funds program management team with managing speakers and content for in-person and digital events including setting up session prep calls, managing content submission to design/compliance, and communicating details to stakeholders
- Manage event calendar and act as central point of contact for marketing on all scheduling
- Coordinate with channel marketing directors to ensure content is submitted to partner firms in a timely manor and approved for use
- Build and analyze post-event and quarterly reports (attendee feedback, ongoing tracking of activity and sales)
- Ensure client experience is consistently of the highest standard
- Develop an understanding of the investment process with the objective of improving procedures
Qualifications for asset management program analyst
- One year prior operational and/or line experience, is required
- Resourcefulness - Should be able to quickly form relationships and develop a key network of contacts to source information
- A good understanding of event/marketing lifecycle
- 1-3 years of event/marketing planning experience preferred
- Excellent logistical and project management skills
- Excellent work ethic and attention to detail is critical
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Asset Management Program Analyst Job Description
Job Description Example
Our company is growing rapidly and is looking for an asset management program analyst. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for asset management program analyst
- Partner with Managers to ensure consistent Analyst growth and development in line with Program milestones
- Partner with Managers and key stakeholders (in HR and the business) to ensure the structure and direction of the Program is in line with business goals and local needs
- Manage the annual performance review and compensation process for all Analysts, the promotion process
- Design, deliver and measure effectiveness of Analyst training programs
- Partner with HR Business Partners, HR Solutions Team and if appropriate Employee Relations to address Analyst issues
- Collect and analyse data to determine trends in hiring, performance and retention
- Manage and track expenses in line with budget
- Development, mentoring and coaching of Analysts and their Managers
- Partner closely with the business to develop and proactively manage the people agenda and priorities of the business, including but not limited to talent management, people development, succession planning and diversity
- Manage complex and sensitive employee relations situations
Qualifications for asset management program analyst
- Must be able to work well in a fast-paced, deadline-orientated environment
- Investment knowledge - In order to effectively leverage the sales process, an Associate should have a strong understanding of investments and have the ability to quickly learn and effectively communicate JPMAM's product line-up
- Effectively collaborate with other teams within HR (Recruitment, Compensation, Benefits, Employee Relations, HRSD)
- Manage the yearly compensation cycle in respect of the assigned client base
- Demonstrable work experience in the Industry or Human Resources space
- Ability to establish and maintain strong internal and external relationships, within HR and the Business
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Asset Management Program Analyst Job Description
Job Description Example
Our company is looking for an asset management program analyst. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for asset management program analyst
- Lead database design for creation and maintenance of a market fundamentals framework
- Create and maintain customized top quality collateral for solutions-oriented client engagement – , flipbooks, market overviews
- Create and manage internal and external presentations
- Internal product manager - support relationships with sales channels
- Presentation materials - you will be the point person for maintenance and development of client presentations (pitchbooks, portfolio reviews, ) marketing materials
- Lead database design for creation and maintenance of a global real assets fundamentals framework
- Create and maintain customized top quality collateral for multi-asset solutions oriented client engagement – , flipbooks, market overviews
- Utilize qualitative and quantitative tools to analyze, synthesize and interpret large amounts of data and information, drawing conclusions and making recommendations for senior team members
- Navigate and facilitate information flow/messaging between teams and regions
- Support a team maintaining security level model portfolios
Qualifications for asset management program analyst
- Ability to Prioritize and simultaneously move projects and tasks forward
- Strategic thinking with strong analytic skills
- Demonstrated data management capabilities
- Bachelor’s degree in a quantitative/analytical field such as computer science, mathematics, physics, operations research, statistics, or engineering with a minimum overall GPA of 3.2
- Solid communications skills in both writing and presenting
- Be a “numbers” person
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Asset Management Program Analyst Job Description
Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of asset management program analyst. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for asset management program analyst
- Coordinate due diligence and closing for new acquisitions
- Support the use, implementation and enhancement of analytical tools utilized by the team
- Articulate the manager selection quantitative research process to internal partners and investment advisors
- Partner with the Product & Platform Team to help facilitate the onboarding of new investment solutions to various platforms
- Grow and maintain comprehensive platform of global equity, fixed income and liquid alternative solutions
- Enhance quantitative monitoring analytics and cost analysis
- Administering the events, including overseeing all practical arrangements related to venues, catering, resources, scheduling, room booking, participant communications, program evaluation/feedback summaries
- Working with the Talent Institute to support the promotion of courses and events
- Preparation of all course and program materials
- Liaising with participants, booking them onto events and issuing joining instructions
Qualifications for asset management program analyst
- Programming skills preferred – in particular proficiency in database design and maintenance – , VBA, SQL, C/C++, JavaScript, R, Python, Matlab
- 1- 3 years experience with exposure/involvement in of the various Asset Management businesses or Asset Management Product areas
- Identify project objectives and plan solutions
- Build understanding of Risk and Compliance policies, undertake relevant training
- Excellent communication skills (written & verbal) and relationship management skills, which are required to interact with personnel across senior levels of the firm
- Ability to manage time sensitive projects and while operating in a fast-moving and demanding environment
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Asset Management Program Analyst Job Description
Job Description Example
Our company is hiring for an asset management program analyst. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for asset management program analyst
- Handling telephone and e-mail enquiries from APAC Asset Wealth Management Staff
- Identifying suitable external venues when required and liaising with venues to discuss prices, arrange resources, catering, contract
- Manage budget tracker and invoicing process
- Where appropriate, facilitate training programs in the absence of the Learning and Development Manager
- Take part in Global Project Management Team projects as required
- Manage and be responsible of ensuring all training tools and training material inventory are well maintained and effectively utilized
- Data entry/extraction from the JPMC learning management system
- Work with internal constituent groups across the U.S. , Europe and Asia-Pacific, consultants and clients to answer questions and address issues
- Work with our locally based finance team to complete fund-level and client/consultant specific analysis, , cash flow analysis, cost basis analysis, IRR analysis, investment experience attribution
- Supporting internal marketing efforts to JPMAM and Global Real Estate sales force - providing client relations and sales support
Qualifications for asset management program analyst
- A minimum of 2 years of post-undergraduate work experience in real estate (prior real estate valuation experience preferred)
- Series 7 & 63 licenses, or series 66 license strongly preferred - successful completion shall be required shortly after employment begins
- Support project management and delivery of key tactical and strategic initiatives
- Set-up meetings, create and distribute agendas, take minutes, coordinate logistics for meetings, and complete various presentations for project and Senior Management as directed by manager
- Support coordinating new product, service and operating model approvals through the corporate standard New Business Initiative Approval and Process Re-engineering Approval forums
- Bachelor’s Degree from an accredited institution with superior academic performance