Senior Multi-Asset Portfolio Strategist

Aumni; New York (NY); On-site; USD 150,000 - 230,000; Full time

Job summary

JPMorganChase in New York invites a seasoned Portfolio Manager to join the Institutional Investment Solutions team and cover US Wealth Management. The role partners with US-based Financial Advisors to deliver JPMorgan and IIS capabilities to sophisticated clients.

You will guide asset allocation, design complex investment solutions, and share insights at events. Travel across the US is required to serve institutional and nonprofit clients.

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 investing strategies.
• Experience partnering with RIA or UHNW wealth advisor channels preferred.
• Strong ability to deliver holistic investment advice and complex solutions.

Responsibilities

• Deliver customized investment solutions by understanding each client’s plan, goals and objectives.
• Advise on asset allocation policies and governance for long-term wealth management.
• Share investment insights through roundtables and client events to inform and engage clients.
• Deepen engagement with institutional clients within JPM US Wealth Management.
• Drive new business by engaging advisors and leading client events and opportunities.

Skills

Investment experience (non-profit & 1n

Job description

JPMorganChase in New York invites a seasoned Portfolio Manager to join the Institutional Investment Solutions team and cover US Wealth Management. The role partners with US-based Financial Advisors to deliver JPMorgan and IIS capabilities to sophisticated clients.

You will guide asset allocation, design complex investment solutions, and share insights at events. Travel across the US is required to serve institutional and nonprofit clients.