UHNW Cross-Asset Investment Advisor

Aumni; New York (NY); Presencial; USD 271 000 - 332 000; Tempo integral

Resumo da oferta

JPMorgan Chase & Co. seeks an experienced investment professional to serve ultra-high net worth Greek and European clients with cross-asset execution across equities, fixed income, derivatives, and alternatives.

The role involves portfolio construction, asset allocation, hedging, and ongoing client reviews to tailor investment solutions. The candidate should have a master's degree and 5+ years in investment roles, with demonstrated experience managing very large client portfolios and

Qualificações

• Master's degree in Financial Management, Finance, Business Administration, Economics, or related field of study.
• 5 years of experience in Investment Specialist, Investment Analyst, or related occupation.
• Experience handling investment portfolios for clients with assets of at least $25 million and cross-border investments.

Responsabilidades

• Provide ultra-high net worth investment advice across multiple asset classes and implement cross-asset execution.
• Develop investment policy statements and advise on asset allocation and hedging strategies.
• Conduct investment reviews with clients to validate objectives and prepare product recommendations.

Descrição da oferta de emprego

JPMorgan Chase & Co. seeks an experienced investment professional to serve ultra-high net worth Greek and European clients with cross-asset execution across equities, fixed income, derivatives, and alternatives.

The role involves portfolio construction, asset allocation, hedging, and ongoing client reviews to tailor investment solutions. The candidate should have a master's degree and 5+ years in investment roles, with demonstrated experience managing very large client portfolios and