Senior Municipals Investment Specialist – SMA Platform

JP Morgan Chase; New York (NY); On-site; USD 180,000 - 240,000; Full time

Job summary

Join J.P. Morgan Asset Management in New York as a Municipals Investment Specialist within the CBP team, representing roughly $100 billion in municipal SMA assets.

You will collaborate with portfolio managers and distribution teams, driving business growth across wealth platforms, RIAs, and institutional clients. You will engage with advisors, consultants, and distribution partners, delivering investment commentary and marketing content, while ensuring strong client experience and franchise

Qualifications

• 15+ years of experience in municipal fixed income.
• Bachelor's Degree required.
• Series 7 and Series 63 licenses.
• Extensive knowledge of municipal fixed income markets, tax-aware investing, and SMA solutions.
• Proven ability to build and maintain relationships with financial advisors, consultants, wealth management platforms, and key distribution partners.
• Strong understanding of portfolio construction, credit analysis, interest rate strategy, duration management, municipal market dynamics, and performance attribution.
• Exceptional interpersonal, presentation, and communication skills across levels.
• Proficiency with Bloomberg, PowerPoint, and advanced Excel.

Responsibilities

• Serve as the lead Investment Specialist and primary representative for the Municipal Bond SMA platform within CBP.
• Collaborate with portfolio managers on platform growth and strategic opportunities.
• Partner with sales teams to develop distribution strategies and drive business development.
• Drive asset growth and strengthen the franchise across advisor networks and intermediaries.
• Develop relationships with decision-makers across financial advisor networks, consultants, and distribution partners.
• Analyze portfolios, including positioning, sector allocations, performance results, risk analytics, and market opportunities.
• Create engaging investment content, commentary, and thought leadership for evolving markets.
• Work with client advisors and distribution on new business opportunities, RFPs, and due diligence.
• Act as business owner for the Municipal platform, identifying process improvements and growth opportunities.

Skills

Municipal fixed income

Relationship management

Strategic growth

Communication

Portfolio analysis

Education

Bachelor's Degree

Advanced degree (MBA/CFA)

Tools

Bloomberg

PowerPoint

Excel

Job description

Join J.P. Morgan Asset Management in New York as a Municipals Investment Specialist within the CBP team, representing roughly $100 billion in municipal SMA assets.

You will collaborate with portfolio managers and distribution teams, driving business growth across wealth platforms, RIAs, and institutional clients. You will engage with advisors, consultants, and distribution partners, delivering investment commentary and marketing content, while ensuring strong client experience and franchise