JPMorgan Chase Wealth Management – US Portfolio Specialist, ED or VP 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.

The Private Bank CIO Team is comprised of market research, portfolio management and analytics professionals as well as a dedicated quantitative research team that oversees investment risk. The global team of 40 professionals has senior members based in New York, London, Geneva, Hong Kong, Singapore, and Sao Paulo. The team is responsible for the development of investment strategy, tactical and strategic asset allocation for over $270 billion in discretionary assets across multiple risk profiles, currencies, and domiciles.

Our Team

The Global Portfolio Specialists are specifically focused on articulating our core CIO team investment methodology, current positioning, and technical insights across the Private Bank and Chase Wealth Management’s core investment offerings to clients and advisors. The team is primarily based in New York, with regional Specialist teams in London and Hong Kong.

The Role

As a US Private Bank Regional Portfolio Specialist:

  • Serve as a technical subject matter expert across core offerings, including investment philosophy and approach, macro views, strategic positioning, underlying managers, performance, etc.

  • Drive the creation of content related to positioning Core portfolios for external clients and prospects and for internal communications with the advisors

  • Partner with the local leadership team in driving long-term multi-asset flows across the coverage region

  • Partner with Advisors to understand their client base, identify opportunities for new business growth and retention, and prepare for and participate in client meetings

  • Educate the advisors through various presentations and discussions (e.g., team huddles, regional calls, global morning meetings, office-hours); help train new Advisors on how J.P. Morgan manages investments

  • Serve as a go-to resource for client events and meetings related to the Core multi-asset portfolios and markets-related content

  • Engage proactively in the investments dialogue directly with various investment teams (e.g., CIO, portfolio managers, manager selection)


The successful candidate will have:

  • 8+ years of relevant experience, preferably experience of direct investing or client portfolio management at an Asset Management firm, Wealth Manager, Investment Bank, or Institutional Investor (e.g.,Sovereign Wealth Fund, Endowment)

  • Excellent communication, presentation and public speaking skills to clearly and passionately articulate our investment process and views to a wide variety of audiences (from one-on-one meetings to larger audiences at conferences and events)

  • Strong technical skills related to global financial markets with preference for equity market expertise

  • Demonstrated aptitude for sales and client relationship management

  • Superior multi-tasking; strong organizational skills and attention to detail

  • Positive Outlook and pro-active disposition in communication style

  • Experience across asset classes with managed accounts, mutual funds, active and passive managers

  • Good judgment and discretion working with highly confidential information

  • MBA and/or CFA preferred

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