Wealth Management - Institutional Investment Solutions - Senior Portfolio Manager - Executive Director

Institutional Investment Solutions ("IIS") is a highly specialized global team of seasoned investment professionals within J.P. Morgan Wealth Management Solutions, managing over $50 billion in customized multi-asset solutions for Family Offices, Endowments, and Defined Contribution Plans. The investment solutions we provide range from bespoke multi-asset discretionary portfolios to tailored single asset class mandates combining Discretionary and Consultative/Advisory approaches.

IIS designs, implements, and manages these solutions by leveraging the full breadth of J.P. Morgan Asset & Wealth Management's investment capabilities-drawing on both in-house expertise and leading external managers.

We understand institutional investors have distinct goals, risk profiles, and liquidity needs. Our platform is designed to address these priorities and adapt to a changing investment landscape, offering flexible engagement as either a dedicated Outsourced CIO or a strategic partner to in-house investment teams. Our senior investment team averages over 20 years of experience, with backgrounds in Family Office CIO teams and institutional portfolio management at leading Asset Managers.

Our expertise spans long-term investing, including strategic asset allocation, portfolio construction, and comprehensive cross-asset class analysis. In addition, IIS has deep experience advising institutional investors on building robust investment governance frameworks, establishing investment policy, and institutionalizing wealth for future generations.

Job summary

As a senior Portfolio Manager of the Institutional Investment Solutions (IIS) team, you will partner closely with International Private Bank Advisors to deliver IIS's specialized capabilities to our largest and most sophisticated large asset owner clients. You will serve as the primary portfolio manager for multi-asset solutions delivered to this client base in either Discretionary and Consultative/Advisory frameworks.

• Lead portfolio management for bespoke multi-asset solutions in discretionary and advisory frameworks
• Understand each client's plan and goals; design and implement customized, long-term investment strategies
• Advise on strategic asset allocation and portfolio construction; establish policy and governance frameworks
• Partner with advisors and investors to execute solutions across client accounts
• Allocate and oversee investments across investment management accounts, separately managed accounts, hedge funds, private equity, private and real asset markets
• Conduct regular investment reviews; monitor performance and risk; prepare tailored recommendations
• Deliver thought leadership; share investment insights; host roundtables; speak at client events; contribute to education
• Deepen engagement with large asset owners; build trusted relationships across family offices, endowments, and retirement plans
• Drive new business and regional growth; lead campaigns and collaborate on new opportunities
• Maintain proactive client communication, documentation, and alignment to strategic plans
• Uphold robust investment governance and compliance standards

• Minimum 15 years of investment experience in an institutional chief investment office, institutional multi-asset practice, or direct work with institutional clients
• Demonstrated track record managing global multi-asset portfolios, with emphasis on alternative investments and global market strategies
• Expertise in strategic asset allocation, portfolio construction, and cross-asset class analysis
• Experience designing and implementing customized discretionary and advisory solutions
• Proven ability to advise on investment policy and governance for institutional investors
• Strong written and verbal communication skills with the ability to explain complex concepts to sophisticated stakeholders in both English and Chinese
• Collaborative relationship builder with experience partnering across advisors, investors, and internal teams
• Regulatory licenses in Hong Kong: Type 1, Type 4, and Type 9 or ability to obtain

• Experience in a family office chief investment office team or institutional portfolio management at a leading asset manager
• Success engaging and advising large asset owners across Asia
• Public speaking and client education experience (roundtables, events, forums)
• Proven ability to drive new business growth with advisors and cross-functional teams
• Experience overseeing allocations to hedge funds, private and real asset markets
• Recognized industry credential such as Chartered Financial Analyst (CFA)