What are the responsibilities and job description for the Asset Management - Corporate Bond Portfolio Manager - Customized Bond Portfolios position at JPMorgan Chase?
The Global Fixed Income, Currency and Commodities team (GFICC) at J.P. Morgan Asset Management is one of the world’s deepest and best-resourced fixed income managers, with expertise across all major fixed income sectors, including niche markets. Every investment decision in our fixed income solutions is underpinned by the proprietary research of a globally integrated team of sector specialists. Our shared research language, combining fundamental, quantitative valuation and technical inputs, facilitates the comparison of ideas across sectors and geographies. Global Fixed Income, Currency and Commodities manages a broad range of strategies, through funds and/or separate accounts, including broad market, long duration, stable value, intermediate high yield, emerging market debt, short and ultra-short duration, global bonds, structured products, mortgages and tax-aware strategies. J.P. Morgan Asset Management’s Customized Bond Portfolio (CBP) team resides within GFICC and manages more than $160 billion of separately managed accounts across corporate bonds, broad markets, municipal bonds, and preferred equity.
As a Portfolio Manager within the taxable CBP team, you will be responsible for designing, constructing, and overseeing separately managed account (SMA) corporate bond portfolios. You will work closely with a team of experienced portfolio managers, fundamental credit research analysts and traders to determine portfolio construction, sector and issuer positioning, and identify investment recommendations. You will also be required to present before existing and prospective clients, presenting broad market color as well as the team’s investment philosophy and objectives.
Job Responsibilities
- Manage portfolio with an active role in the investment and portfolio construction decisions for new and existing separately managed accounts, including sector positioning and security selection
- Partner with clients to develop customized fixed income portfolios across Investment Grade and High Yield asset classes
- Collaborate with our credit research teams to identify market trends, analyze individual credits and assess relative value across securities
- Present our investment strategy and process to clients and prospects, including current market insight and views; performance reviews
- Partner with a wide range of teams and partners to improve portfolio management processes and enhance efficiencies
Required qualifications, capabilities and skills
- Minimum 4 years of corporate bond portfolio management and/or research experience
- Strong knowledge of investment grade and high yield corporate credit markets
- Excellent data and analytical skills. Experienced with Excel.
- Experience using Bloomberg
- Demonstrates strong drive to pick up tasks and learn quickly
- Adaptable, innovative, team player, and results-oriented, with an ability to bring proactive solutions to the broader PM team
- Excellent responsiveness and problem-solving skills with a high attention to detail
- Must possess exceptional communication skills both written and oral and be able to communicate their thoughts to external clients and internal partners
- Energetic and decisive, with a high level of integrity
Preferred qualifications, capabilities and skills
- Strong preference for individuals with prior fundamental credit research experience (investment grade/high yield)
- CFA designation
- VBA, Python, or other coding experience a plus
- Experience with portfolio management tools such as Bloomberg, Investortools/Perform
- Experience managing separately managed accounts
