US Fixed Income & Multi-Asset Manager Research, VP

JPMorgan Chase & Co.; City of Rochester (NY); On-site; USD 180,000 - 240,000; Full time

Job summary

JPMorgan Chase & Co. in New York seeks a Vice President focused on fixed income funds, ETFs and separate accounts. You will lead manager research, underwriting, and ongoing monitoring across fixed income sectors and serve as a key contact for external managers.

The role supports Global Wealth Management, collaborates with portfolio managers and investment committees, and requires strong communication and quantitative skills.

Qualifications

• At least 6 years in asset or wealth management, credit research, manager research at an institutional allocator, or similar roles.
• Strong knowledge or interest in fixed income markets.
• Superior writing and presentation skills for committee-level work product.
• Critical thinking and skepticism toward marketing narratives and alpha vs beta.
• Strong interpersonal skills for external representation in meetings and internal collaboration.
• Quantitative ability to translate data into actionable investment conclusions.
• Series 7 and 63 or willingness to obtain within 120 days.

Responsibilities

• Research, select, and monitor fixed income investment managers, focusing on process, team, philosophy, and performance.
• Present recommendations to investment committee and internal stakeholders.
• Conduct manager due diligence meetings with focused agendas and clear memos.
• Source new investment opportunities and assess fit with existing allocations.
• Partner with portfolio managers and asset class leaders to align recommendations with platform objectives.
• Communicate investment processes clearly to internal stakeholders, clients, and external managers.

Skills

Fixed income knowledge

Investment writing

Quantitative analysis

Interpersonal skills

Series 7 & 63

Job description

The Manager Solutions team is responsible for the research, selection, and ongoing monitoring of asset managers used across Global Wealth Management investment programs. The team supports a global client base and operates across New York, London, and Mumbai.

We are seeking a Vice President with a focus on fixed income funds, ETFs and separate accounts. This individual will play a critical role in manager research, investment underwriting, and ongoing monitoring across a variety of fixed income sectors. The role serves as a key point of contact for external asset managers and contributes directly to investment committee recommendations.

Key Responsibilities

• Research, select, and monitor fixed income investment managers, with emphasis on evaluating investment process, team, philosophy, and performance
• Present recommendations to investment committee and other internal stakeholders
• Conduct manager due diligence meetings, preparing focused agendas, identifying inconsistencies between stated process and portfolio positioning, and producing clear, committee-ready meeting notes and recommendation memos
• Proactively source new investment opportunities within relevant universes, assessing how potential additions complement or overlap with existing manager allocations
• Partner with portfolio managers, portfolio strategy, and asset class leaders to ensure manager recommendations align with broader platform objectives
• Communicate investment processes clearly to internal stakeholders, clients, and external managers

Required Qualifications

• At least 6 years of hands-on investment experience within asset or wealth management, credit research (buy-side or sell-side), investment consulting, manager research at an institutional allocator, or similar roles
• Strong knowledge or interest in fixed income markets
• Superior writing and presentation skills - this role produces committee-level work product and requires the ability to communicate complex analysis clearly, precisely, and with appropriate nuance
• Critical thinking and constructive skepticism - comfort pushing past marketing narratives, flagging risks, and distinguishing between genuine alpha and market beta
• Strong interpersonal skills with the ability to represent the Private Bank externally in manager meetings and across internal teams
• Quantitative competence with the ability to translate data into actionable investment conclusions
• Series 7 and 63 or willing to obtain within the first 120 days in the role

Helpful additional qualifications

• Deep familiarity with at least one fixed income sector (municipals, securitized, corporate investment grade, corporate high yield, leveraged loans); background in fixed income research, credit research or portfolio management