What are the responsibilities and job description for the Wealth Management, Endowments and Foundations Portfolio Manager, Senior Associate position at JPMorgan Chase?
Our Private Bank is a global wealth management leader that delivers the highest quality advice, service, capabilities and solutions to Ultra High Net Worth individuals and families around the world. Through our integrated and diverse platform, we deliver highly customized and comprehensive market leading solutions to help clients with the many challenges and complexities they face in the ever-evolving financial services space.
This is an exciting opportunity for you to join a dynamic, diverse team within the J.P Morgan’s Private Banking business. We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients. If you have an entrepreneurial mind-set and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
About the Team:
As a Senior Associate, Portfolio Manager, you will be a member of the Private Bank’s Endowments and Foundations Group (EFG), reporting to the EFG CIO. The team is responsible for managing global, multi-asset portfolios on a discretionary basis for endowments, foundations, and large/institutional-thinking family offices. The team performs original research to make strategic, tactical, and vehicle-level decisions across traditional and alternative asset classes. The team comprises individuals in New York, London, and Mumbai and is highly collaborative across regions and with other teams within the firm. With over $25 billion in assets under management, the team currently serves clients in the US, EMEA, and Latin America.
Job Responsibilities:
- Play a central role in trade planning, pre and post-trade analysis, and performance analysis
- Act as a “right hand” of the CIO, and serve as a central point of contact for inquiries to the team
- Assist with investment research, working with the CIO and other PMs on the team, with the potential for greater ownership and portfolio impact over time
- Collaborate with global internal partners including client advisors, trade execution specialists, and 3rd party manager due diligence
Required Qualifications, Skills and Capabilities:
- Bachelor’s degree
- Outstanding attention to detail and ability to work under time pressure
- Deep understanding of markets, risk management and multi-asset portfolio management
- Ability to thrive in a collaborative environment on a global team
- Strong analytical and communication skills
Preferred Qualifications, Skills and Capabilities:
- Advanced degree and/or CFA charter holder a plus
