Equity DMAS Portfolio Manager Executive Director

JPMorganChase; New York (NY); On-site; USD 180,000 - 260,000; Full time

Job summary

JPMorganChase in New York seeks an experienced Equity Portfolio Manager to join the Dynamic Multi-Asset Strategy (DMAS) team. You will identify high-conviction opportunities, conduct fundamental research, and translate insights into equity positions across DMAS strategies.

You will collaborate with portfolio managers across assets, manage equity risk, and communicate investment theses to senior stakeholders and clients.

Qualifications

• Significant experience in equity investing, portfolio management, or equity research with demonstrated success generating actionable investment ideas.
• Strong understanding of portfolio construction, risk management, and active position sizing.
• Deep knowledge of global equity markets, sectors, industries, and investment factors.
• Ability to connect macroeconomic developments, market themes, and company fundamentals into investable portfolio recommendations.
• Demonstrated ability to identify and articulate differentiated investment opportunities and thematic views.
• Strong analytical and quantitative skills with exceptional attention to detail.
• Excellent written and verbal communication skills, including the ability to present investment views to senior stakeholders and clients.
• Proven ability to operate effectively in a fast-paced, collaborative investment environment.

Responsibilities

• Primary responsibility for contributing to the management of equity allocations across DMAS portfolios, including funds, model portfolios, and separately managed accounts.
• Generate and implement high-conviction equity investment ideas through fundamental research, thematic analysis, quantitative inputs, and market intelligence.
• Participate directly in portfolio construction discussions, including security selection, position sizing, buy/sell decisions, and risk management.
• Contribute to tactical equity allocation decisions and broader portfolio positioning across varying market environments.
• Identify and implement opportunities across sectors, industries, geographies, market capitalizations, and investment styles.
• Monitor portfolio holdings and adjust positioning as market conditions and investment theses evolve.
• Evaluate portfolio risks and opportunities to ensure consistency with investment objectives and risk parameters.

Skills

Equity investing

Portfolio management

Equity research

Macro/market analysis

Quantitative skills

Communication

Cross-asset collaboration

Tools

Bloomberg

FactSet

Python

Job description

JPMorganChase in New York seeks an experienced Equity Portfolio Manager to join the Dynamic Multi-Asset Strategy (DMAS) team. You will identify high-conviction opportunities, conduct fundamental research, and translate insights into equity positions across DMAS strategies.

You will collaborate with portfolio managers across assets, manage equity risk, and communicate investment theses to senior stakeholders and clients.