Investment Specialist - Associate - Global Transportation Group at JPMorgan Chase

You are a strategic thinker passionate about driving solutions in **Investment Specialist Support .**You have found the right team.

As an Investment Specialist Associate within the Global Transportation Group you will support investor relations and business development by delivering high-quality marketing materials, due diligence content, and accurate reporting for transportation-focused funds.

Job Responsibilities

• Prepare and refresh marketing collateral, including pitch books, product profiles, and bespoke client materials.
• Lead end-to-end production of RFPs, RFIs, DDQs, and recurring/ad hoc client and consultant questionnaires.
• Coordinate closely with Investment, Product, and the internal RFP team to gather inputs and ensure timely submission.
• Update consultant databases and maintain data integrity in partnership with the dedicated database team.
• Partner with internal stakeholders, consultants, and clients to resolve inquiries and service needs.
• Deliver accurate, high-quality written responses within tight deadlines across global time zones.
• Maintain internal databases, client cash flows, fund AUM, and related records on a monthly/quarterly cadence.
• Produce investor reporting content, including statements, snapshots, quarterly/annual reports, and webcast materials.
• Review data and reports to identify gaps, inconsistencies, and quality issues independently.
• Identify and implement process improvements to increase efficiency and team productivity.
• Participate in weekly meetings, information-shares, and fund webcasts to stay aligned on priorities.

Required qualifications, capabilities and skills

• At least 4 years of experience in financial product analysis, marketing, or client services (Real Assets/Alternatives ).
• Hold an MBA in Finance and/or CFA certification.
• Apply foundational accounting knowledge to interpret fund data and reporting.
• Communicate clearly and professionally in both written and verbal formats.
• Exhibit strong analytical, organizational, and stakeholder management skills.
• Maintain exceptional attention to detail with a consistent focus on data accuracy and quality control.
• Prioritize effectively and multi-task in a deadline-driven environment.
• Use advanced Excel and PowerPoint skills to build and maintain client-ready materials.
• Operate effectively in a fast-paced environment across multiple time zones.

Preferred qualifications, capabilities and skills

• Previous experience working with open-ended funds would be a plus.
• Knowledge of the maritime or global transportation domain would be an added advantage.