Explore J.P. Morgan Asset Management
Welcome to our Asset Management Job Simulation! We are so excited and grateful to be a part of your career journey. This program is an interactive introduction to J.P. Morgan Asset Management!
J.P. Morgan Asset Management is a client-facing team of experts who help people navigate and achieve their financial goals. In just a few hours, you will have the chance to learn important skills like portfolio analysis, how to effectively communicate with clients, and more! These modules replicate the real-life work that our employees do and will give you invaluable insight into our firm’s culture. We can’t wait to see you improve and build upon your already brilliant talents!
Key benefits for students:
Learn the skills needed to work in a top client-facing teamNo applications, self-paced, and can participate from anywhere in the worldCertificate of completion from J.P. Morgan Chase awarded to those that complete the program recognizing the skills demonstratedShould you apply for the firm’s summer internship, you’ll have your application prioritized for review and follow up
This program is self-paced. It takes approximately 5-6.5 hours to complete.
Skills Learned:
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Introduction to J.P. Morgan Asset Management
Complete a multiple-choice task to learn about J.P. Morgan Asset Management’s objectives and operating structure.- Asset Management
- Objectives and Operating Structure
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Identify Unique Investor Profile
Gather client’s key investment objectives, risk appetite, investment restrictions, and other relevant information to enable your team to recommend a suitable investment solution.- Fact Finding
- Client Communication
- Microsoft Word
- Client Investment Profile
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Propose Suitable Investment Portfolios
Construct suitable investment portfolios for two individuals based on their unique risk profiles.- Understanding Client Needs
- Portfolio Construction
- Communication
- Microsoft PowerPoint
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Recommend Stocks to Your Two Clients
Carry out quantitative fundamental analysis for two stocks and make a recommendation to your clients based on their investment objectives.- Fundamental Analysis
- Client Communication
- Understanding Client’s Investment Needs
- Client Relationship
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Calculate the Portfolios’ Key Performance Indicators
Calculate Key Performance Indicators (KPIs) for your clients’ investment portfolios.- Portfolio Analysis
- Quantitative Analysis
- Microsoft Excel
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Update Client on Portfolio’s Performance and Future Outlook
Update your client on their portfolio’s performance, provide insight on the future outlook and recommend changes in the investment strategy on a video call.- Relationship Building
- Research
- Client Communication
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Finish Line
