Senior Family Office Multi-Asset Portfolio Manager

Testing Site - JPMC; New York (NY); On-site; USD 300,000 - 450,000; Full time

Job summary

J.P. Morgan Asset & Wealth Management in New York, NY, seeks a Senior Portfolio Manager for Institutional Investment Solutions. The role partners with U.S.

Private Bank Advisors to deliver tailored multi-asset solutions to large Family Office clients. You will lead as primary portfolio manager, oversee asset allocation, execute investments across vehicles, and share investment insights through client roundtables and forums.

Qualifications

• At least 15 years of investment experience with Family Office CIO or equivalent.
• Deep expertise in managing multi-asset portfolios, including alternatives and tax-aware investing.
• Blends advisory perspective with portfolio management and strong client communication.
• Collaborative approach and ability to deliver exceptional client outcomes.

Responsibilities

• Deliver holistic investment advice and customize tax-aware investment strategies for Family Office clients.
• Define asset allocation policies and governance frameworks for long-term wealth.
• Execute investment solutions across Investment Management accounts, SMAs, hedge funds, private equity, and real estate.
• Share investment insights through roundtables, client events, and educational forums.

Skills

Investment experience

Multi-asset portfolios

Tax-aware investing

Client communication

Job description

J.P. Morgan Asset & Wealth Management in New York, NY, seeks a Senior Portfolio Manager for Institutional Investment Solutions. The role partners with U.S.

Private Bank Advisors to deliver tailored multi-asset solutions to large Family Office clients. You will lead as primary portfolio manager, oversee asset allocation, execute investments across vehicles, and share investment insights through client roundtables and forums.