Senior Multi-Asset Portfolio Strategist

JPMorgan Chase & Co.; New York (NY); On-site; USD 180,000 - 240,000; Full time

Job summary

JPMorgan Chase & Co.'s Institutional Investment Solutions (IIS) team seeks a senior investment professional to partner with US Wealth Management Advisors to deliver customized, tax-aware multi-asset strategies to large institutional clients.

The role emphasizes holistic asset allocation, portfolio construction, investment governance, and thought leadership through client events and educational forums. Travel across the US is required.

Qualifications

• At least 10 years of investment experience with Non-Profit and Institutional Family clients.
• Deep expertise in managing multi-asset portfolios with tax-aware strategies.
• Experience partnering with RIA or UNHW wealth advisor channels preferred.
• Able to deliver holistic advice and communicate with sophisticated clients.

Responsibilities

• Deliver tailored investment advice and custom investment solutions to large institutional clients.
• Provide holistic asset allocation and portfolio construction guidance.
• Share investment insights through roundtables, client events, and forums.
• Deepen engagement with institutional clients within JPM US Wealth Management.

Skills

Investment expertise

Portfolio management

Client relationship management

Team collaboration

Education

Bachelor's degree in Finance or related field

Job description

JPMorgan Chase & Co.'s Institutional Investment Solutions (IIS) team seeks a senior investment professional to partner with US Wealth Management Advisors to deliver customized, tax-aware multi-asset strategies to large institutional clients.

The role emphasizes holistic asset allocation, portfolio construction, investment governance, and thought leadership through client events and educational forums. Travel across the US is required.