At J.P. Morgan Asset Management, we provide equity solutions to many of the world's largest pension plans, sovereign wealth funds and central banks. The cornerstone of our approach to equity investing is our dedication to in-house research. Our on-the-ground presence in key markets, combined with structured collaboration across regions and sectors, allows us to identify, share and compare ideas around the globe. Our equity investment processes are founded on tried and tested investment philosophies, consistently applied, within a robust risk management framework. We provide equity strategies across regions, sectors, styles and the market cap spectrum.
Job Summary:
As an Executive Director in our US Equity Active Core Group, you will oversee approximately $160 billion in client assets for institutions and team member investors worldwide. In this client-facing Investment Specialist (IS) role, you will represent our strategies across various client types and investment wrappers. You will collaborate with portfolio managers, client advisors, and many internal teams, including RFP, Marketing, Product Strategy, and Account Management, to promote business growth and deliver superior client service.
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Key Responsibilities:
- Act as a key representative for multiple investment teams and strategies to internal partners, prospects, and existing clients across both institutional and advisor businesses.
- Foster strong partnerships with portfolio managers, research analysts, and other investors to align strategies and achieve common goals.
- Develop and deliver compelling product messaging to drive new business, retain existing assets, and enhance client satisfaction.
- Demonstrate strong capital markets acumen, effectively communicating on macroeconomic environments, industry trends, and current events.
- Lead new product initiatives, requiring consensus building across product development, distribution management, and portfolio management.
- Oversee the end-to-end client onboarding process, including negotiating investment management agreements, fee schedules, client reporting, and investment guidelines
Required qualifications, capabilities and skills
- 10+ years of significant capital markets experience with a strong understanding of the financial services industry.
- Proven experience in pitching and servicing institutional mandates.
- Demonstrated ability in project management and driving strategic initiatives.
- Strong understanding of US Equity products and services.
- Exceptional written communication, large group presentation, and interpersonal skills, including prior sales experience.
- Proficient in investment performance, performance composites, attribution, and advisory/model delivery relationships.
Preferred qualifications, capabilities and skills
- Self-motivated, confident, and a team player with strong people management skills and a strategic mindset.
- Creative and collaborative approach to problem-solving, with flexibility to tailor messages based on audience and market conditions.
- Strong interpersonal skills for effective liaison with numerous groups within JPMAM.
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.