Senior Family Office Multi-Asset Portfolio Manager

Aumni; New York (NY); On-site; USD 150,000 - 210,000; Full time

Benefits offered by this job

Health care coverage

Retirement savings plan

On-site health and wellness centers

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorgan Chase & Co. is seeking a senior Family Office Multi-Asset Portfolio Manager in New York. The role partners with U.S. Private Bank Advisors to deliver bespoke, tax-aware investment solutions and sophisticated asset allocation for large Family Office clients. Deep experience in multi-asset strategies and strong client engagement are essential.

The role requires travel to supported regions and a track record of delivering holistic investment advice to sophisticated clients.

Qualifications

• 15+ years of investment experience with Family Office CIOs or similar clients.
• Strong expertise in multi-asset portfolios and alternative investments.

Responsibilities

• Deliver customized investment solutions for Family Office clients.
• Advise on asset allocation policies and governance frameworks.
• Share investment insights through client events and forums.
• Grow business by engaging advisors and client opportunities.

Skills

Multi-asset portfolio management

Tax-aware investing

Relationship management

Holistic investment advisory

Tools

Industry knowledge

Job description

JPMorgan Chase & Co. is seeking a senior Family Office Multi-Asset Portfolio Manager in New York. The role partners with U.S. Private Bank Advisors to deliver bespoke, tax-aware investment solutions and sophisticated asset allocation for large Family Office clients. Deep experience in multi-asset strategies and strong client engagement are essential.

The role requires travel to supported regions and a track record of delivering holistic investment advice to sophisticated clients.