Intro marketing language
As one of the world’s leading investment management companies, J.P. Morgan Asset Management (“JPMAM”) is a major client of many counterparties and brokers. The funds and accounts that we manage on behalf of our underlying clients pay a substantial amount of both implicit and explicit commissions and fees (typically referred to as ‘wallet’) to these counterparties. To continue to develop and strengthen our relationships and maximize the partnership between our firm and external counterparties, we take a holistic view of how we manage our broker relationships and wallet across all lines of business within JPMAM (Equities, Fixed Income, Global Liquidity, Alternatives, Solutions).
Job Summary
As a Broker Relationship Management (BRM) Senior Analyst within the Broker Relationship Management team, you will be tasked with providing support to our regional Relationship Managers. Your role will be instrumental in developing and strengthening relationships to maximize the partnership between our firm and external brokers. You will be part of a team that takes a holistic view of managing our broker relationships and wallet across all lines of business in JPMAM. Working closely with the Global Head of BRM, you will be responsible for creating firm-wide transparency across our broker relationships.
Job Responsibilities
Support regional BRM leads to assist with delivery of senior business asks from X-AM internal product groups, globally. Develop a broad and deep understanding of the nature of our major counterparty relationships and objectives within each business.Develop working understanding of revenue calculation methodology and broker relationship sentiment across the organization. Assist in producing executive summaries for use by senior executives across regions.Partner closely with global BRM team to consider opportunities of increased engagement with sell side firms that will be beneficial to the JPMAM client business (cost saves, investment opportunities, financing needs, liquidity provision, etc.) and drive forward/reinforce these with brokers. Support BRM/Prime & Clearing/ECM team, acting as a first POC in their absence. Ensure tasks are fully completedSupport planning, organization and production of prep materials for OC-Level meetings, global reviews and other internal and external meetings Take Minutes (where appropriate) and distribute in a timely fashionWork with technology teams to ensure BRM database has up to date information and reportingCoordinate/contribute/assist BRM team in global/regional ad hoc projects across Asset Management
Required qualifications, capabilities and skills
Experience working in an asset management or sell side organization, within a Relationship Management, Sales, Corporate Strategy, or Business Management function.Knowledge of financial markets (Equities, Fixed Income, Foreign Exchange, Derivatives, Alternatives, etc.), and understanding of how revenue calculations work across each of these business lines.Advanced user of PowerPoint/Excel. Confidence in creating and editing presentations for senior meetingsStrong team player, committed to partnering closely with global BRM team Excellent verbal and written communication skills with advanced attention to detailExperience and confidence in interacting with senior level executives and a range of personalities. Developing relationship building and influencing skills, both face to face and onlineMotivated to collaborate constructively to achieve common objectivesProfessional and polished presentation style. Developing ability to deliver messages around business requirements in a high level and impactful wayProven ‘self-starter’ who can manage interactions independently and drive projects to completionBasic understanding of investment banking and/or broker-dealer balance sheet & transaction flow with desire to learn