JPMorgan Chase Wealth Management - Multi-Asset Portfolio Manager, ED in New York, New York

J.P. Morgan Asset & Wealth Management, with client assets of $2.4 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.

Key Responsibilities:

  • Manage risk‐efficient multi‐asset class portfolios aligned to an investment outlook subject to constraints

  • Coordinate trading and management of multi‐asset portfolios within the team and with the portfolio execution team

  • Monitor performance and risk exposures on a daily basis ‐ both of the portfolios themselves and the implementation used within them

  • Generate trade ideas for portfolios ‐ both at the asset allocation and implementation level

  • Drive implementation decisions of our asset allocation views at the portfolio

  • Work closely with due diligence to have a deep understanding of implementation vehicle strategies, biases, and current risk exposures

  • Work closely with analysts on team to trade portfolios and maintain portfolio guidance ‐ help develop analysts within team with respect to vehicles and markets

Key Competencies:

  • 5 ‐ 10 years of portfolio management experience, preferably in a multi‐asset context or across multiple asset classes; strong markets and risk management knowledge

  • Incredibly strong attention to detail

  • Working knowledge of markets and macroeconomics with experience applying this knowledge to portfolio management and positioning

  • Working understanding of investment strategies (alternatives strategies, factor/styles, etc.) Across asset classes preferred

  • Ability to successfully work with, lead & develop junior members of the team

  • Ability to take instruction and run with projects and analysis independently, strong judgment on when to delegate and when to solicit feedback/guidance from seniors

  • Strong competency in statistics and mathematics, specifically in the context of portfolio management

  • Strong technical skills preferred, specifically facility with: bloomberg, excel, vba, python, sql, factset, barra, morningstar direct

  • Ability to articulate portfolio and trade objectives at both a high level and at more nuanced levels both within the team & with the portfolio execution team(s)

  • Advanced degrees and designations preferable ‐ mba/phd/cfa/rfm

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