Wealth Management, Institutional Investment Solutions, Portfolio Manager

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

Benefits offered by this job

Health care coverage

On-site wellness centers

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorgan Chase & Co. is seeking a senior Portfolio Manager within Institutional Investment Solutions to lead multi-asset strategies for Family Office clients in New York.

The role emphasizes holistic asset allocation, tailored investment solutions, and close collaboration with International Private Bank Advisors. You will manage investments across Investment Management accounts, SMAs, hedge funds, private equity, private credit, and real estate, delivering insights and building long-term client

Qualifications

• 15 years of investment experience focused on Family Office CIO or direct client work.
• Deep expertise in managing multi-asset portfolios with emphasis on alternatives and tax-aware strategies.
• Blends advisory perspective with portfolio management experience for sophisticated clients.

Responsibilities

• Deliver customized investment advice and tax-aware strategies aligned with each Family Office client’s goals.
• Advise on comprehensive asset allocation policies and robust, diversified portfolios.

Skills

Family Office

Multi-asset portfolios

Alternative investments

Tax-aware investing

Client relationship management

Job description

Wealth Management, Portfolio Manager, Institutional Investment Solutions Latam & GFG

New York, NY, United States

Job Information

• Job Identification 210698607
• Business Unit Asset & Wealth Management
• Locations 270 Park Ave, New York, NY, 10017, US
• Job Schedule Full time

Job Description

J.P, Morgan Institutional Investment Solutions

Institutional Investment Solutions (“IIS”) is a highly specialized global team of seasoned investment professionals within J.P. Morgan Wealth Management Solutions, managing over $50 billion in customized multi-asset solutions for Family Offices, Endowments, and Defined Contribution Plans. The investment solutions we provide range from bespoke multi-asset discretionary portfolios to tailored single asset class mandates.

IIS designs, implements, and manages these solutions by leveraging the full breadth of J.P. Morgan Asset & Wealth Management’s investment capabilities—drawing on both in-house expertise and leading external managers.

We understand institutional investors have distinct goals, risk profiles, and liquidity needs. Our platform is designed to address these priorities and adapt to a changing investment landscape, offering flexible engagement as either a dedicated Outsourced CIO or a strategic partner to in-house investment teams. Our senior investment team averages over 20 years of experience, with backgrounds in Family Office CIO teams and institutional portfolio management at leading Asset Managers.

Our expertise spans long-term investing, including strategic asset allocation, portfolio construction, and comprehensive cross-asset class analysis. In addition, IIS has deep experience advising institutional investors on building robust investment governance frameworks, establishing investment policy, and institutionalizing wealth for future generations.

As a senior member of the Institutional Investment Solutions (IIS) team, the new hire will partner closely with International Private Bank Advisors to deliver IIS’s specialized capabilities to our largest and most sophisticated Family Office clients. They will serve as the primary portfolio manager for multi-asset solutions delivered to this client base.

Job Responsibilities:

Delivering Advice and Custom Investment Solutions:

• The candidate will be responsible for understanding each Family Office client’s investment plan, goals, and objectives, and for developing and implementing a customized tax-aware investment strategy that aligns with their long-term vision. This includes identifying opportunities to provide advice and introduce J.P. Morgan’s full suite of investment solutions.

Holistic Asset Allocation and Portfolio Construction:

• Advise clients on establishing comprehensive asset allocation policies and constructing robust, diversified portfolios. Provide guidance on best practices for investment policy and governance, ensuring clients have the frameworks needed for effective long-term wealth management.

Execution, Oversight and Client Communication:

• Execute investment solutions in client accounts in accordance with their strategic plans. This includes managing a range of investment vehicles such as Investment Management accounts, Separately Managed Accounts, Hedge Funds, Private Equity, Private Credit, and Real Estate. Conduct regular investment reviews to validate clients’ objectives and prepare tailored recommendations.

Deliver Investment Insights:

• Act as a thought leader by sharing J.P. Morgan’s latest investment insights with clients and advisors. This includes organizing and participating in roundtables, speaking at client events, and contributing to educational forums to ensure clients are informed and engaged with current market perspectives and opportunities.

Deepen our engagement with Family Offices

• Drive new business and regional growth by engaging advisors, leading client events and campaigns, collaborating on new opportunities, and participating in new business opportunities.

Required Qualifications, Capabilities and Skills:

• 15 years of investment experience gained within a Family Office Chief Investment Office or through direct work with these clients.
• Deep expertise in managing multi-asset portfolios is essential, with a strong emphasis on alternative investments and tax-aware investing strategies.
• We seek someone who blends the advisory perspective of an Investment Consultant with the portfolio management experience of an asset manager.
• Must excel at delivering holistic advice, designing complex investment solutions, and communicating effectively with sophisticated clients and internal partners.
• A collaborative approach, strong relationship management, and a passion for delivering exceptional client outcomes are critical for success in this role.

About Us

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit ourFAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

About the Team

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.