Executive Director Institutional Investment Specialist

J.P. Morgan; New York (NY); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

J.P. Morgan is seeking a senior Investment Specialist – Executive Director in New York, NY, to lead client services and develop relationships in the U.S. Institutional business. The successful candidate will manage existing client portfolios and collaborate closely with investment teams to ensure optimum client satisfaction.

This role requires over 7 years of experience in the institutional market and expertise in asset allocation and multi-asset strategy implementation.

Qualifications

• 7+ years of experience in serving institutional clients.
• Expertise in various investment strategies.
• Proven track record in financial sales and client service.

Responsibilities

• Manage existing client relationships with investment reviews.
• Lead client interactions and represent investment strategies.
• Conduct analyses and create portfolio proposals.

Skills

Asset allocation

Multi-asset portfolio construction

Public equity

Public fixed income

Private equity

Client relationship management

Critical thinking

Presentation skills

Education

Series 7, 63, and 3 certifications

CFA and/or CAIA designation

Job description

J.P. Morgan is seeking a senior Investment Specialist – Executive Director in New York, NY, to lead client services and develop relationships in the U.S. Institutional business. The successful candidate will manage existing client portfolios and collaborate closely with investment teams to ensure optimum client satisfaction.

This role requires over 7 years of experience in the institutional market and expertise in asset allocation and multi-asset strategy implementation.