Senior Multi-Asset Portfolio Architect for Family Offices

JPMorganChase; New York (NY); In loco; USD 150.000 - 240.000; Tempo pieno

Vantaggi offerti da questo lavoro

Health insurance

Retirement plan

Bonus potential

Descrizione del lavoro

J.P. Morgan Institutional Investment Solutions (IIS) in New York seeks a senior professional to partner with U.S. Private Bank Advisors and deliver IIS capabilities to our largest Family Office clients.

You will design tax-aware investment strategies, lead holistic asset allocation, and help establish robust governance and policy frameworks for long-term wealth management. The role emphasizes delivering holistic advice, designing complex investment solutions, and communicating effectively with

Competenze

• 15+ years of investment experience with Family Office CIOs or equivalent experience.
• Deep expertise in multi-asset portfolios, alternative investments, and tax-aware investing.

Mansioni

• Deliver customized investment advice and tax-aware solutions for Family Office clients.
• Advise on asset allocation policies and governance to support long-term wealth strategies.
• Share market insights, organize client events, and educate clients and advisors.
• Drive regional growth, engage advisors, and pursue new business opportunities.

Conoscenze

Investment experience

Family Office

Asset allocation

Portfolio construction

Client relationship management

Descrizione del lavoro

J.P. Morgan Institutional Investment Solutions (IIS) in New York seeks a senior professional to partner with U.S. Private Bank Advisors and deliver IIS capabilities to our largest Family Office clients.

You will design tax-aware investment strategies, lead holistic asset allocation, and help establish robust governance and policy frameworks for long-term wealth management. The role emphasizes delivering holistic advice, designing complex investment solutions, and communicating effectively with