U.S. Portfolio Strategist, Portfolio Advisory Group, Associate

J.P. Morgan Asset & Wealth Management, with client assets of $2.8 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.

As a Portfolio Strategist on the the Portfolio Advisory Group, you will help bring together asset allocation, portfolio construction, implementation advice, and transition guidance to design portfolios that are specifically tailored for our Clients. The team provides objective guidance across all asset classes, and discretionary and non-discretionary investment solutions, including SMAs, Mutual Funds, ETFs, Alternatives, and single names. 

The team is primarily based in New York, with regional Specialist teams in London and Hong Kong.

Job Responsibilities

• Operate as a subject matter expert across discretionary and non-discretionary solutions, including portfolio construction, investment philosophy and approach, macro views, strategic positioning, underlying investment vehicles, performance, etc.
• Serve as an architect in the advice of combining strategies within a portfolio (the blending of strategies) according to client goals, preferences, liquidity, and risk level
• Partner with the local leadership team in driving long-term flows across the coverage region
• Partner with Advisors to understand their client base, identify opportunities for new business growth and retention, and prepare for and participate in client and prospect meetings
• Educate  Advisors through various presentations and discussions (e.g. Regional Calls, Market Huddles, global Morning Meetings, 4:30s,  Office Hours); help train new Advisors on how J.P. Morgan builds portfolios 
• Serve as a go-to resource for Client events and meetings related to asset allocation and portfolio construction, portfolio implementation, and markets-related content
  • Engage proactively in the investments dialogue directly with various investment teams (e.g. CIO, Portfolio Managers, Due Diligence, Strategy, etc.)

Required Qualifications, Skills and Capabilities:

• 2 years of relevant experience in direct investing or client portfolio management at an Asset Management firm, Wealth Manager, Investment Bank, or Institutional Investor (e.g. Sovereign Wealth Fund, Endowment)
• Excellent communication, presentation, and public speaking skills to clearly and passionately articulate our investment process and views to a wide variety of stakeholders (from one-on-one meetings to larger audiences)
• Passion for global financial markets, with strong technical skills 
• Demonstrated aptitude for sales and client relationship management
• Superior multi-tasking ability, with strong organizational skills, attention to detail, and creativity
• Positive outlook and pro-active disposition in communication style
• Experience across asset classes and with both discretionary and non-discretionary solutions 
• Good judgment and discretion working with highly confidential information

Preferred Qualifications, Skills and Capabilities:

• CFA or desire to achieve CFA highly encouraged

J.P. Morgan Wealth Management Solutions comprises a workforce of more than 2500 professionals spanning across 50 cities globally. Within WM Solutions, diversity is not only a fundamental necessity, but a business imperative and we are committed to building an equitable workforce that represents the communities we serve. We understand the importance of inclusion, work-life balance, and our robust benefits (including comprehensive parental leave offerings, inclusive family building programs, and discounted childcare) reflect the wide-ranging needs of our increasingly diverse workforce. WM Solutions also fosters a culture of active engagement in our Business Resource Groups (BRGs), which serve as supportive networks for employees to share, develop and create community together.

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