Our Private Bank is a global wealth management leader that delivers the highest quality advice, service, capabilities and solutions to Ultra High Net Worth individuals and families around the world. Through our integrated and diverse platform, we deliver highly customized and comprehensive market leading solutions to help clients with the many challenges and complexities they face in the ever-evolving financial services space.
This is an exciting opportunity for you to join a dynamic, diverse team within the J.P Morgan's Private Banking business. We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients. If you have an entrepreneurial mind-set and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
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About the Team:
As a Senior Associate, Portfolio Manager, you will be a member of the Private Bank's Endowments and Foundations Group (EFG), reporting to the EFG CIO. The team is responsible for managing global, multi-asset portfolios on a discretionary basis for endowments, foundations, and large/institutional-thinking family offices. The team performs original research to make strategic, tactical, and vehicle-level decisions across traditional and alternative asset classes. The team comprises individuals in New York, London, and Mumbai and is highly collaborative across regions and with other teams within the firm. With over $25 billion in assets under management, the team currently serves clients in the US, EMEA, and Latin America.
Job Responsibilities:
- Play a central role in trade planning, pre and post-trade analysis, and performance analysis
- Act as a "right hand" of the CIO, and serve as a central point of contact for inquiries to the team
- Assist with investment research, working with the CIO and other PMs on the team, with the potential for greater ownership and portfolio impact over time
- Collaborate with global internal partners including client advisors, trade execution specialists, and 3rd party manager due diligence
Required Qualifications, Skills and Capabilities:
- Bachelor's degree
- Outstanding attention to detail and ability to work under time pressure
- Deep understanding of markets, risk management and multi-asset portfolio management
- Ability to thrive in a collaborative environment on a global team
- Strong analytical and communication skills
Preferred Qualifications, Skills and Capabilities:
- Advanced degree and/or CFA charter holder a plus
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 our FAQs 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.