Global Wealth Investment Strategist

JPMorgan Chase & Co.; New York (NY); On-site; USD 271,000 - 332,000; Full time

Job summary

JPMorgan Chase & Co. is seeking an Investment Specialist to provide investment advice and execute cross-asset strategies for ultra-high-net-worth clients, including equities, fixed income, derivatives, and alternatives.

You will develop investment policy statements, advise on asset allocation, and act as the primary investment resource for client communications. The role requires strong portfolio management skills, market analysis, and experience with cross-border regulations, including Europe,

Qualifications

• Master's degree and 5+ years of experience in investment roles.
• Experience managing portfolios for ultra-high-net-worth clients (assets > $25M).
• Experience with cross-border investing for US and Greek clients.
• Ability to analyze markets, risks, and portfolio construction.

Responsibilities

• Advise clients on asset allocation, tactical trading, and hedging strategies.
• Develop investment policy statements and perform portfolio reviews.
• Conduct client reviews to validate objectives and recommend products.
• Ensure compliance with internal/external policies and cross-border regulations.

Skills

Portfolio management

Cross-border investing

Macroeconomic analysis

Risk assessment

Derivatives trading

Client communication

Education

Master's degree in Financial Management/Finance/Business Administration/Economics

Tools

Bloomberg Terminal

FactSet

MS Office / Excel

Job description

JPMorgan Chase & Co. is seeking an Investment Specialist to provide investment advice and execute cross-asset strategies for ultra-high-net-worth clients, including equities, fixed income, derivatives, and alternatives.

You will develop investment policy statements, advise on asset allocation, and act as the primary investment resource for client communications. The role requires strong portfolio management skills, market analysis, and experience with cross-border regulations, including Europe,