Asset Management - MAS Investment Specialist - Executive Director

JPMorgan Chase & Co.•New York, NY

2h•$200,000 - $350,000

About The Position

As an Investment Specialist – Executive Director on the Multi-Asset Investment Specialist team, you will serve as a trusted advisor to clients, guiding their investment strategy design and representing portfolio results, positioning, and our macro-outlook. You will be part of a dynamic team, working closely with colleagues across J.P. Morgan Asset Management’s investment and client teams to deliver integrated solutions.

Requirements

7+ years of experience successfully serving institutional clients in the North America Institutional market
Expertise in asset allocation, multi-asset portfolio construction and experience with an array of investment strategies in public equity, public fixed income, real asset, private credit and private equity strongly preferred
Highly entrepreneurial, action oriented and self-motivated
A track record of problem solving through critical thinking, initiative and a collaborative, team-oriented approach
Proven track record of sustainable achievement in a financial sales and client service environment; Outstanding energy, focus, and drive to achieve results
Demonstrates industry and product knowledge by understanding the competition, the clients and marketplace
Series 7, 63 and 3 certifications

Nice To Haves

A working knowledge of institutional investment policy design and portfolio construction
CFA and/or CAIA designation preferred
Excellent presentation skills which enable the delivery of concise and persuasive new business presentations and investment reviews
Excellent written and oral communication skills and a genuine interest in the subject matter
Strong relationship building skills applicable to existing clients, prospective clients and internal colleagues within Multi-Asset Solutions and across J.P. Morgan
Extensive network of relationships with institutional investors preferred

Responsibilities

Manage and deepen existing client relationships, acting as the lead investment specialist to service the relationship and conduct investment review meetings.
Lead client interactions by representing the multi-asset investment process and house views in meetings, seminars, and conferences.
Engage with clients to understand objectives, address needs, and deliver tailored investment solutions.
Establish excellent collaborative working relationships with the Client and Consultant Advisor teams, investment teams, research, portfolio managers, investor relations, product development, and other key stakeholders across the firm.
Represent the MAS team and collaborate with other teams on various ad-hoc projects. Ensure consistent delivery of accurate and detailed information to clients and internal teams.
Create high-quality written content on products and markets for client communications. Analyze client portfolios (returns, risk, performance attribution, etc.), create portfolio proposals, conduct analyses, and other ad-hoc client portfolio or business-related analysis.