What are the responsibilities and job description for the U.S. Portfolio Strategist, Portfolio Advisory Group, Associate position at JPMorganChase?
Job Description
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
About Us
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
About The Team
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
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.)
- 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
- CFA or desire to achieve CFA highly encouraged
About Us
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
About The Team
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
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