Asset Management - Customized Bond Portfolio - Municipal Portfolio Manager - Vice President

JPMorganChase; New York (NY); On-site; USD 180,000 - 250,000; Full time

Job summary

JPMorganChase in New York seeks a Portfolio Manager for the Customized Bond Portfolio (CBP) team within GFICC. You will help manage municipal bond strategies across ~200bn in assets, across ~100,000 separately managed accounts, focusing on investment grade municipal credit with active and laddered strategies.

Responsibilities include investment decisions, market analysis with Credit Research, and presenting market views to clients and partners.

Qualifications

• Minimum 5 years of buy side portfolio management experience.
• Experience using Bloomberg terminal.
• Excellent written and oral communication with clients and internal partners.
• Adaptive, innovative, team player with proactive problem solving.

Responsibilities

• Play an active role in investment decisions and portfolio construction for existing and new accounts.
• Collaborate with Credit Research to identify market trends and assess relative value.
• Improve portfolio management processes and enhance efficiency across teams.
• Prepare and present market commentary and views; respond to stakeholder inquiries.
• Meet with internal and external clients and prospects.

Skills

Portfolio management

Bloomberg

Communication

Detail oriented

Client communication

Tools

SMA

Investortools Perform

OMS/EMS

Job description

Job Description

the Global Fixed Income, Currency and Commodities team (GFICC) at J.P. Morgan Asset Management is one of the world's deepest and best-resourced fixed income managers, with expertise across all major fixed income sectors, including niche markets. Every investment decision in our fixed income solutions is underpinned by the proprietary research of a globally integrated team of sector specialists, using a shared research language that combines fundamental, quantitative valuation and technical inputs. The GFICC team manages a broad range of strategies, including broad market, long duration, stable value, intermediate high yield, emerging market debt, short and ultra-short duration, global bonds, structured products, mortgages, and tax-aware strategies.

the Global Fixed Income, Currency and Commodities team (GFICC) at J.P. Morgan Asset Management is one of the world's deepest and best-resourced fixed income managers, with expertise across all major fixed income sectors, including niche markets. Every investment decision in our fixed income solutions is underpinned by the proprietary research of a globally integrated team of sector specialists, using a shared research language that combines fundamental, quantitative valuation and technical inputs. The GFICC team manages a broad range of strategies, including broad market, long duration, stable value, intermediate high yield, emerging market debt, short and ultra-short duration, global bonds, structured products, mortgages, and tax-aware strategies.

As a Portfolio Manager on the Customized Bond Portfolio (CBP) team within Global Fixed Income Currency & Commodities (GFICC), you will help manage our municipal bond strategies. CBP manages ~200bn billion in fixed income assets across ~100,000 separately managed accounts. The Municipal Bond Portfolio Management team invests and oversees ~35,000 separately managed accounts with $100bn in AUM, focused on Investment Grade municipal credit on both the active and laddered side, where rigorous credit oversight is integral to the selection process.

Job Responsibilities

• Playing an active role in the investment and portfolio construction decisions for existing and new accounts
• Collaborating with our Credit Research teams to identify market trends, analyze individual credits and assess relative value across securities
• Working with a wide range of teams to improve portfolio management processes and enhance efficiency
• Preparing and presenting market commentary and views, and responding to inquiries from stakeholders
• Meeting with internal and external clients and prospects

Required Qualifications, Capabilities And Skills

• Minimum 5 years of buy side industry portfolio management experience
• Experience using Bloomberg
• Adaptable, innovative, team player, and results-oriented, with an ability to bring proactive solutions to the broader PM team
• Excellent responsiveness and problem solving skills with a high attention to detail
• Must possess exceptional communication skills both written and oral and be able to communicate their thoughts to external clients and internal partners

Preferred Qualifications, Capabilities And Skills

• Separate Managed Account (SMA) and Investortools Perform system experience a huge plus
• Automation: Demonstrated ability to design repeatable reporting pipelines (API/export) using coding language of choice
• Systems fluency: Proficient with portfolio/risk and trading systems (e.g., OMS/EMS, risk, performance/attribution)

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.