JPMorgan Chase Wealth Management - Managed Solutions & Strategy – Multi-Asset Research Analyst, Vice President in New York, New York

J.P. Morgan Asset & Wealth Management, with client assets of $2.8 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.

Our Team

Managed Solutions & Strategy (“MSS”) manages discretionary investment strategies and performs manager due diligence for clients across J.P. Morgan Global Wealth Management (GWM) and Chase Wealth Management (CWM). Discretionary investment offerings include multi-asset, single asset class and alternative strategies offered through individual accounts and private and registered funds. MSS performs due diligence on traditional and alternative asset class managers, including mutual funds, hedge funds, private equity and real estate.

The MSS Multi-Asset and Portfolio Solutions Team is responsible for delivering client solutions across managed equities, customized bond portfolios and multi-asset offerings. Assets under management of the global Multi-Asset and Portfolio Solutions Team are over $85 billion dollars. The portfolios are predominantly actively managed with clear mandates reflecting portfolio characteristics, return and/or risk objectives.

Position Summary

The Multi-Asset Research Analyst will work with senior portfolio managers of multi-manager portfolios and perform market analysis and manager due diligence. The candidate’s primary focus will be on fixed income, but a specialization in global FX and rates is preferred. This person will also contribute to research efforts across credit and equity markets. Responsibilities may include:

  • Conducting bespoke analysis of global rates and currencies, including collecting and analyzing data, and presenting results to senior portfolio managers

  • Running econometric analyses of macroeconomic and other factors on FX and rates

  • Taking a leadership role in fixed income manager implementation, helping the team to assess relative value opportunities across a wide range of sector, credit and duration profiles

  • Building and maintaining large datasets, chart packs, and models

  • Maintaining portfolio hedging models for strategies denominated in USD and EUR

In this role, the candidate will need strong organizational skills and be able to work dynamically with teams’ portfolio managers. Over time, the candidate will be expected to proactively generate and communicate investment ideas. This role will be based in New York and support teams in New York, London, and Madrid.

Qualifications

  • 5-10 years of market research experience, preferably with a focus on global FX and rates

  • Advanced excel modelling skills and experience working with large data sets

  • Ability to clearly and succinctly communicate quantitative analysis

  • Deep curiosity, and a passion for the intersection between macroeconomics and markets

  • Bachelor’s degree from accredited, high-quality institution is required with a CFA and/or MBA is strongly preferred

  • The suitable candidate is organized and possesses strong analytical skills in combination with strong attention to detail and the ability to prioritize and multi-task effectively

JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.