Senior Multi-Asset Portfolio Strategist

J.P. Morgan

New York (NY)

On-site

USD 150,000 - 230,000

Full time

12 days ago

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Benefits offered by this job

Health care coverage

Retirement savings plan

On-site wellness centers

Job summary

JPMorganChase in New York seeks a senior Portfolio Manager to lead institutional client engagements within the Institutional Investment Solutions team. You will partner with US Wealth Management Advisors to design and implement customized, tax-aware multi-asset strategies for large endowments and foundations.

We are looking for a collaborative leader with deep portfolio management experience and a proven ability to deliver holistic investment advice to sophisticated clients across the US, with

Qualifications

The ideal candidate has at least 10 years of investment experience with Non-Profit and Institutional Family clients.
Deep expertise in managing multi-asset portfolios with emphasis on alternative investments and tax-aware strategies.
Experience partnering with RIA or UNHW wealth advisor channels is preferred.

Responsibilities

Deliver investment advice and customize tax-aware investment solutions aligned with client goals.
Provide holistic asset allocation guidance and governance for robust portfolios.
Share latest investment insights and lead client events to engage advisors and clients.
Deepen engagement with Institutional Clients within JPM US Wealth Management.

Skills

Investment Experience

Multi-asset Portfolio Mgmt

Relationship Management

Client Advisory

Travel Readiness

Job description

We are looking for a collaborative leader with deep portfolio management experience and a proven ability to deliver holistic investment advice to sophisticated clients across the US, with

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