Investment Specialist [Multiple Positions Available]

JPMorganChase; New York (NY); On-site; USD 271,000 - 332,000; Full time

Benefits offered by this job

Health care coverage

On-site health and wellness centers

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorganChase is seeking a seasoned Investment Specialist for ultra-high net worth Greek and European clients in New York. You will provide investment advice across equities, fixed income, derivatives, and alternatives, develop investment policy statements, and guide asset allocation and tactical trades.

The role requires up to 35% travel domestically and internationally (Europe) to client sites and JPMorgan offices.

Qualifications

• 5+ years of experience in investment management for UHNW clients
• Experience with cross-border investments US/Europe and understanding regulatory requirements

Responsibilities

• Provide investment advice and cross-asset class execution for UHNW Greek and European clients
• Develop investment policy statements and advise on asset allocation
• Analyze, construct, and manage portfolios and perform rebalancing and hedging strategies
• Conduct investment reviews to validate objectives and recommend products
• Ensure compliance with internal and external policies and procedures

Skills

Cross-asset expertise

Portfolio construction

Risk management

UHNW client communication

Client relationship management

Education

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

Tools

Bloomberg Terminal

FactSet

Microsoft Excel

Job description

Duties: Provide ultra-high net worth Greek and European clients with investment advice and cross asset class execution including equities, fixed income, derivatives, alternatives, and offer recommendations according to changing market conditions. Develop investment policy statements and advise on asset allocation. Act as a primary resource for investment communication. Analyze, construct, and manage investment portfolios, advising clients on asset allocation, tactical trading, and portfolio rebalancing and hedging strategies. Conduct investment reviews with clients to validate the clients' current investment objectives and prepare recommendations of appropriate investment products. Adhere to internal and external policies and procedures regarding securities transactions and code of conduct. Work with Lending Advisors, Trust Officers, and Wealth Advisors. This position requires up to 35% domestic and international (Europe) to both client sites and JPMorgan offices.

Description

JOB DESCRIPTION

Duties: Provide ultra-high net worth Greek and European clients with investment advice and cross asset class execution including equities, fixed income, derivatives, alternatives, and offer recommendations according to changing market conditions. Develop investment policy statements and advise on asset allocation. Act as a primary resource for investment communication. Analyze, construct, and manage investment portfolios, advising clients on asset allocation, tactical trading, and portfolio rebalancing and hedging strategies. Conduct investment reviews with clients to validate the clients' current investment objectives and prepare recommendations of appropriate investment products. Adhere to internal and external policies and procedures regarding securities transactions and code of conduct. Work with Lending Advisors, Trust Officers, and Wealth Advisors. This position requires up to 35% domestic and international (Europe) to both client sites and JPMorgan offices.

Minimum education and experience required: Master's degree in Financial Management, Finance, Business Administration, Economics, or related field of study plus 5 years of experience in the job offered or as Investment Specialist, Investment Analyst, or related occupation.

Skills Required: This position requires experience with the following: handling investment portfolios for clients with assets of at least $25 million, including understanding their financial goals, risk tolerance, and the complexities involved in preserving and growing substantial wealth; handling assets for US and Greek clients with portfolios exceeding $100 million utilizing understanding of cultural nuances, tax implications, and regulatory requirements specific to cross-border investments; providing macroeconomic trends and financial market dynamics in both developed and emerging markets to provide holistic, informed, and risk-aware advice to clients; analyzing economic indicators, geopolitical events, and market cycles to inform investment strategies; performing distribution and trade execution across all asset classes including equities, fixed income, currencies, commodities, and derivatives; constructing and handling diversified portfolios including inception, risk management, and rebalancing; applying asset allocation models that optimize returns while handling risk; identifying, assessing, and mitigating risks associated with multi-asset portfolios including market volatility, liquidity risks, and credit risks; applying goals-based planning tools such as Monte Carlo simulations or Long Term Capital Market Assumptions to forecast portfolio performance and align investment strategies with client objectives; utilizing advanced investment portfolio analytics to monitor performance and assess risk; cross-border banking regulations and compliance requirements; financial and estate planning within the wealth management context, ensuring that client assets are protected and transferred across generations; Bloomberg and FactSet applications for risk management, trade execution, and financial analysis; leveraging tools including Bloomberg Terminal and FactSet for balance sheet analysis, capital market insights, and portfolio risk metrics; using Microsoft Suite applications for data analysis, reporting, and presentation; creating detailed financial models and reports to support investment decisions; designing and implementing 10b5-1 trading plans for executives and insiders including the legal requirements and ensuring compliance with SEC regulations; monitoring the performance of 10b5-1 plans and making necessary adjustments to align with changes in market conditions or client circumstances; affiliates trading laws and regulations, including the prohibition of trading based on material non-public information; ensuring that all trading activities comply with legal and ethical standards.

Job Location: 270 Park Avenue, New York, NY 10017. This position requires up to 35% domestic and international (Europe) to both client sites and JPMorgan offices.

Full-Time. Salary: $301,642 - $301,642 per year.

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.