Asset Management

3 weeks ago

Toronto, Canada JPMorgan Chase & Co Full time

**JOB DESCRIPTION**
At J.P. Morgan Asset Management, we believe investors deserve a partner they can trust to step up and deliver strong outcomes. From the largest institutional investors around the world to financial advisors around the corner, our clients rely on the power of perspective to solve their toughest challenges. Our clients trust us to manage over $2.7 trillion in assets under management, across 25 countries, to secure what matters most to the individuals, families, companies, and communities they serve. JP Morgan Asset Management Canada was established in 1982 and currently has over $34B CAD under management. We have offices in Vancouver, Toronto & Montreal and serve institutions, sub advisory clients, consultants and financial advisors across the country.

**Job Summary**

The Internal Client Advisor role is an integral position within the Subadvisory / Canada Advisor Team focused on helping to attract new clients and assets to the firm. Through product positioning with clients/prospects and competitive analysis/research, ICA’s serve as a partner and an extension of the Client Advisor in helping to facilitate the sales and retention process for clients. This is an opportunity to join a successful/fast growing team and participate in the launch of a new line of business in Canada.

**Responsibilities**:

- Proactively identifying new business opportunities by completing ongoing screens to assess our competitive positioning/advantages and staying abreast of current manager searches
- Developing and completing presentations for client and prospect meetings. Maximizing focus on prospecting, pitching and closing sales by owning certain parts of the sales process (legal, operational, marketing, etc.)
- Participating in and working with Client Advisors to prep for client meetings - both for new business opportunities and ongoing due diligence with clients
- Conducting research and bringing proactive ideas to the forefront for client and prospect firms
- Building relationships with and leveraging shared resources across Funds Management and the Portfolio Management teams to communicate and relay sales and market intelligence
- Providing Client Advisors and clients with analysis of the competitive landscape through use of analytical tools
- Coordinating information with Client Portfolio Managers for meeting preparation, client agendas, discussing client issues and gathering follow-up information
- Help coordinate & execute client events, roadshows, due diligence meetings, etc.
- Serve as primary point of contact for routine client needs and requests

**Required Qualifications, capabilities and skills**
- Excellent presentation skills - possess an ability to clearly present competitive analyses and material to clients and prospects
- Exceptional analytical skills - ability to analyze JPMorgan’s and the competition’s products and performance
- Effective communication skills as evidenced through presentations and client interaction on the phone and in meetings
- Resource Skills - demonstrate a command on how to find information and data in the firm by developing a strong network
- Strong attention to detail and organizational skills. Ability to run several projects simultaneously
- Strong capital markets acumen
- Ability to thrive in a fast paced environment

**Preferred Qualifications, capabilities and skills**:

- 2-5 years of relevant work experience
- CIM, CIMA, CFA preferred

Bilingual: French preferred

**ABOUT US**

J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world’s most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.

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. In accordance with applicable law, we make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as any mental health or physical disability needs.

**ABOUT THE TEAM**

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals,

  • Senior Financial Analyst, Asset Management, Finance

    5 days ago

    Toronto, ON, Canada Brookfield Asset Management, Inc Full time

    Senior Financial Analyst Brookfield Asset Management, Inc Toronto, Canada Senior Financial Analyst Brookfield Asset Management, Inc Toronto, Canada Posted 3 days ago Permanent Competitive Location Business - Private Equity The Brookfield Private Equity Group has a 20-year track record of consistently generating strong investment performance....

  • Manager, Portfolio Management

    1 month ago

    Toronto, Canada Brookfield Asset Management Full time

    Job Description The Manager will join the Portfolio Management team within the Infrastructure business group, reporting directly to the Vice President. The objective of the team is to partner effectively with our each of our portfolio companies and internal stakeholders to drive performance, generate value, and act as a trusted resource on asset...

  • Manager

    1 week ago

    Toronto, Canada Brookfield Asset Management Full time

    Job Description The Manager, Finance will join BAM’s Global Financial Reporting team and report to the Vice President, Finance with a focus on supporting the team on key technical matters. Located in our head office in Downtown Toronto, the Manager, Finance role is a visible position that provides a solid foundation and exposure to a progressive and...

  • Manager, Portfolio Management, Risk, Insurance

    4 weeks ago

    Toronto, Canada Brookfield Asset Management Full time

    Job Description Manager, Portfolio Management, Risk, Insurance & SOX About the Role Reporting to the Vice President, Portfolio Management, the Manager, Portfolio Management, Risk, Insurance & SOX will work with the North American operating businesses to assess, understand, and mitigate key business risks. Key Responsibilities Coordinate with...

  • Global Sourcing Manager

    16 hours ago

    Toronto, Canada Brookfield Asset Management Full time

    Location Brookfield Place - 181 Bay Street Brookfield Culture Brookfield has a unique and dynamic culture. We seek team members who have a long-term focus and whose values align with our Attributes of a Brookfield Leader: Entrepreneurial, Collaborative and Disciplined. Brookfield is committed to the development of our people through challenging work...

  • Global Sourcing Manager

    1 month ago

    Toronto, Canada Brookfield Asset Management Full time

    Job Description Technology Services (TS) is responsible for delivering all enterprise infrastructure, applications and related end user technology services across all Brookfield business groups, comprised of approximately 5,000 users. Position Summary This role sits within the Technology Services Group (TSG), in which the Strategic Sourcing Manager...

  • Manager, Finance

    4 weeks ago

    Toronto, Canada Brookfield Asset Management Full time

    Job Description BPY is a diversified global real estate company that owns, operates and develops one of the largest portfolios of office, retail, multifamily, industrial, hospitality, triple net lease and self-storage assets.  The Manager, Finance will be a member of the Brookfield Property Partners (BPY) Corporate team, focusing on maintaining the...

  • Manager, Finance

    1 month ago

    Toronto, Canada Brookfield Asset Management Full time

    Job Description The Manager will be part of BN’s Global Treasury & Capital Markets team and will report into the Vice President, Treasury & Capital Markets. This role is a highly visible position that provides a solid foundation, and exposure for a progressive and dynamic career with a leading global investment firm. The Manager will actively...

  • Project Manager, Technology Services

    1 day ago

    Toronto, Canada Brookfield Asset Management Full time

    locations- Toronto, Ontario- time type- Full time- posted on- Posted Today- job requisition id- R2032975- Location Brookfield Place - 181 Bay Street - Brookfield Culture - Brookfield has a unique and dynamic culture. We seek team members who have a long-term focus and whose values align with our Attributes of a Brookfield Leader: Entrepreneurial,...

  • Manager, Finance

    2 days ago

    Toronto, Canada Brookfield Asset Management Full time

    locations- Toronto, Ontario- time type- Full time- posted on- Posted Today- job requisition id- R2029816- Location Brookfield Place - 181 Bay Street - Brookfield Culture - Brookfield has a unique and dynamic culture. We seek team members who have a long-term focus and whose values align with our Attributes of a Brookfield Leader: Entrepreneurial,...

  • Senior Analyst, Data Management

    4 days ago

    Toronto, Canada Brookfield Asset Management Full time

    Job Description Senior Analyst, Data Management & Compliance Position Summary: Senior Analyst, Data Management & Compliance will be a part of the Middle-Office Investment Operations team and will lead our efforts to ensure both data integrity across various systems including IMA compliance monitoring & reporting requirements. The successful...

  • Manager

    5 days ago

    Toronto, Ontario, Canada Brookfield Asset Management, Inc Full time

    Location Brookfield Place - 181 Bay Street Brookfield Culture Brookfield has a unique and dynamic culture. We seek team members who have a long-term focus and whose values align with our Attributes of a Brookfield Leader: Entrepreneurial, Collaborative and Disciplined. Brookfield is committed to the development of our people through challenging work...

  • Global Sourcing Manager

    2 days ago

    Toronto, Canada Brookfield Asset Management, Inc Full time

    **Location** Brookfield Place - 181 Bay Street **Brookfield Culture** Brookfield has a unique and dynamic culture. We seek team members who have a long-term focus and whose values align with our Attributes of a Brookfield Leader: Entrepreneurial, Collaborative and Disciplined. Brookfield is committed to the development of our people through challenging...

  • Ms Dynamics 365 Finance and Operations Manager

    2 days ago

    Toronto, Canada Brookfield Asset Management Full time

    locations- Toronto, Ontario- time type- Full time- posted on- Posted Today- job requisition id- R2032597- Location Brookfield Place - 181 Bay Street - Brookfield Culture - Brookfield has a unique and dynamic culture. We seek team members who have a long-term focus and whose values align with our Attributes of a Brookfield Leader: Entrepreneurial,...

  • IT Governance, Risk, and Compliance Manager

    4 weeks ago

    Old Toronto, Canada Fengate Asset Management Full time

    IT Governance, Risk, and Compliance ManagerThis role will have an exciting opportunity to be responsible for the implementation and on-going management of an ISO 27001 program and additional IT policies and procedures.The IT Governance, Risk, and Compliance (GRC) Manager will be responsible for assessing, documenting, and strengthening the institution’s...

  • IT Governance, Risk, and Compliance Manager

    4 weeks ago

    Old Toronto, Canada Fengate Asset Management Full time

    IT Governance, Risk, and Compliance ManagerThis role will have an exciting opportunity to be responsible for the implementation and on-going management of an ISO 27001 program and additional IT policies and procedures.The IT Governance, Risk, and Compliance (GRC) Manager will be responsible for assessing, documenting, and strengthening the institution’s...

  • IT Governance, Risk, and Compliance Manager

    1 month ago

    Old Toronto, Canada Fengate Asset Management Full time

    IT Governance, Risk, and Compliance ManagerThis role will have an exciting opportunity to be responsible for the implementation and on-going management of an ISO 27001 program and additional IT policies and procedures.The IT Governance, Risk, and Compliance (GRC) Manager will be responsible for assessing, documenting, and strengthening the institution’s...

  • IT Governance, Risk, and Compliance Manager

    4 weeks ago

    Toronto, ON, Canada Fengate Asset Management Full time

    IT Governance, Risk, and Compliance Manager This role will have an exciting opportunity to be responsible for the implementation and on-going management of an ISO 27001 program and additional IT policies and procedures. The IT Governance, Risk, and Compliance (GRC) Manager will be responsible for assessing, documenting, and strengthening the...

  • Sr/Lead Data Engineer

    1 month ago

    Toronto, Canada Asset Management Industry Full time

    Good day Data Engineers ! Insight Global is looking for 6 Sr or Lead Data Engineers to join a large Asset Management company in Toronto on a full time basis. The successful candidates will be responsible for leading projects end-to-end within the Data Distribution Team or Asset Management Team . T

  • Sr/Lead Data Engineer

    1 month ago

    Toronto, Canada Asset Management Industry Full time

    Good day Data Engineers!Insight Global is looking for 6 Sr or Lead Data Engineers to join a large Asset Management company in Toronto on a full time basis. The successful candidates will be responsible for leading projects end-to-end within the Data Distribution Team or Asset Management Team. This role is heavily hands on and requires strong experience with...