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 Fixed Income Specialist within the Global Products and Solutions Group, you will work with a global team of Fixed Income Specialists who advise clients and advisors on positioning fixed income managed strategies in the context of market and strategy views. You will represent the International Private Bank as a global fixed income expert servicing Latin American and Global Families Group (GFG) advisors and clients across all Core, Advisory, Separately Managed Accounts (SMAs), mutual funds (JPM and 3rd party) as well as solutions with fixed income-like attributes
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Job Responsibilities:
- Schedule Portfolio Manager and Team Huddle meetings and prepare necessary resources for successful presentations, including post meeting notes or reports
- Monitor trends and key performance indicators within the business platform, such as investment flows, to generate actionable ideas for advisors to improve client portfolios
- Field advisor inquiries through phone calls, email inboxes, and Teams' chats to provide advice and solve problems efficiently or route to appropriate support
- Proactively support advisors in creating and completing all aspects, whether advisory or operational, of specialized customized bond portfolios
- Partner closely with the manager selection and fixed income strategy teams globally to stay in step with current views, insights and opportunities particularly as it relates to the quarterly investment themes
- Partner with Global Investment Strategy and the Portfolio Advisory Group to ensure the delivery of timely insight across asset classes and regions, with a prioritization toward quarterly investment themes
Over time, responsibilities could expand to include:
- The expectation of acting autonomously when senior Specialists are unavailable
- Partner with advisors to understand their client base, identify opportunities for new business growth and retention, and prepare for and participate in client meetings primarily in specific coverage region
- Partner with the local leadership team (both in specific coverage region and globally) in driving and retaining long-term fixed income flows
- Facilitate the education of advisors through various presentations and discussions (e.g., team huddles, regional calls, global morning meetings, videos, written commentary, office-hours); help train new Advisors on how J.P. Morgan manages investments
- Serve as the senior leader for client events and meetings related to fixed income portfolios and markets-related content
- Engage proactively in the investments dialogue directly with various investment teams (e.g., CIO, portfolio managers, manager selection)
- Partner with the appropriate teams to develop new fixed income solutions to capitalize on market dislocations and/or cater to specific client needs
Required Qualifications, Skills and Capabilities:
- Passion for Fixed Income markets. 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) is ideal
- Excellent communication, presentation and public speaking skills to clearly and passionately articulate our investment process and views to a wide variety of audiences (from one-on-one meetings to larger audiences at conferences and events)
- Strong technical skills in AI, digital content creation, PowerPoint, and programming are a plus
- Demonstrated aptitude for sales, marketing, advertising, and client relationship management
- Superior multi-tasking; strong organizational skills and attention to detail
- Positive outlook and proactive disposition
- Experience with managed accounts, SMAs, mutual funds, active and passive managers
- Good judgment and discretion working with highly confidential information
- Self-motivated problem solver
Preferred Qualifications, Skills, and Capabilities:
- Spanish language skills
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.