Executive Director, Multi-Asset Institutional Investment

Testing Site - JPMC; New York (NY); On-site; USD 140,000 - 190,000; Full time

Job summary

J.P. Morgan Asset Management seeks an Investment Specialist – Executive Director to lead client engagement and shape investment strategy for U.S. institutional clients.

You will partner with Client Advisor teams, portfolio managers, and investment colleagues to deliver integrated, client-focused solutions. In this role, you will articulate house views, guide strategy design, and present portfolio results and macro outlooks to senior clients and consultants, while driving high standards of client

Qualifications

• 7+ years of experience successfully serving institutional clients in the North America Institutional market.
• Expertise in asset allocation, multi-asset portfolio construction and experience with an array of investment strategies in public equity, public fixed income, real asset, private credit and private equity strongly preferred.
• Highly entrepreneurial, action oriented and self-motivated.
• A track record of problem solving through critical thinking, initiative and a collaborative, team-oriented approach.
• Proven track record of sustainable achievement in a financial sales and client service environment; Outstanding energy, focus, and drive to achieve results.
• Demonstrates industry and product knowledge by understanding the competition, the clients and marketplace.
• Series 7, 63 and 3 certifications

Responsibilities

• Manage and deepen existing client relationships, acting as the lead investment specialist to service the relationship and conduct investment review meetings.
• Lead client interactions by representing the multi-asset investment process and house views in meetings, seminars, and conferences.
• Engage with clients to understand objectives, address needs, and deliver tailored investment solutions.
• Establish excellent collaborative working relationships with the Client and Consultant Advisor teams, investment teams, research, portfolio managers, investor relations, product development, and other key stakeholders across the firm.
• Represent the MAS team and collaborate with other teams on various ad-hoc projects. Ensure consistent delivery of accurate and detailed information to clients and internal teams.
• Create high-quality written content on products and markets for client communications. Analyze client portfolios (returns, risk, performance attribution, etc.), create portfolio proposals, conduct analyses, and other ad-hoc client portfolio or business-related analysis.

Skills

Client relationships

Investment strategy

Portfolio analysis

Asset allocation

Multi-asset

Series certifications

Job description

J.P. Morgan Asset Management seeks an Investment Specialist – Executive Director to lead client engagement and shape investment strategy for U.S. institutional clients.

You will partner with Client Advisor teams, portfolio managers, and investment colleagues to deliver integrated, client-focused solutions. In this role, you will articulate house views, guide strategy design, and present portfolio results and macro outlooks to senior clients and consultants, while driving high standards of client