Description

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.

As a Fixed Income Specialist within the Global Products and Solutions Group, you will work with a global team of Fixed Income Specialists who advise clients and advisors on positioning fixed income managed strategies in the context of market and strategy views. You will represent the International Private Bank as a global fixed income expert servicing Latin American and Global Families Group (GFG) advisors and clients across all Core, Advisory, Separately Managed Accounts (SMAs), mutual funds (JPM and 3rd party) as well as solutions with fixed income-like attributes

 

Job Responsibilities:

Schedule Portfolio Manager and Team Huddle meetings and prepare necessary resources for successful presentations, including post meeting notes or reportsMonitor trends and key performance indicators within the business platform, such as investment flows, to generate actionable ideas for advisors to improve client portfolios Field advisor inquiries through phone calls, email inboxes, and Teams’ chats to provide advice and solve problems efficiently or route to appropriate support Proactively support advisors in creating and completing all aspects, whether advisory or operational, of specialized customized bond portfolios Partner closely with the manager selection and fixed income strategy teams globally to stay in step with current views, insights and opportunities particularly as it relates to the quarterly investment themesPartner with Global Investment Strategy and the Portfolio Advisory Group to ensure the delivery of timely insight across asset classes and regions, with a prioritization toward quarterly investment themes

Over time, responsibilities could expand to include:

The expectation of acting autonomously when senior Specialists are unavailablePartner with advisors to understand their client base, identify opportunities for new business growth and retention, and prepare for and participate in client meetings primarily in specific coverage regionPartner with the local leadership team (both in specific coverage region and globally) in driving and retaining long-term fixed income flowsFacilitate the education of advisors through various presentations and discussions (e.g., team huddles, regional calls, global morning meetings, videos, written commentary, office-hours); help train new Advisors on how J.P. Morgan manages investmentsServe as the senior leader for client events and meetings related to fixed income portfolios and markets-related contentEngage proactively in the investments dialogue directly with various investment teams (e.g., CIO, portfolio managers, manager selection)Partner with the appropriate teams to develop new fixed income solutions to capitalize on market dislocations and/or cater to specific client needs

 

Required Qualifications, Skills and Capabilities:

Passion for Fixed Income markets. Experience in direct investing or client portfolio management at an Asset Management firm, Wealth Manager, Investment Bank, or Institutional Investor (e.g.,  Sovereign Wealth Fund, Endowment) is idealExcellent 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 in AI, digital content creation, PowerPoint, and programming are a plusDemonstrated aptitude for sales, marketing, advertising, and client relationship managementSuperior multi-tasking; strong organizational skills and attention to detailPositive outlook and proactive dispositionExperience with managed accounts, SMAs, mutual funds, active and passive managersGood judgment and discretion working with highly confidential informationSelf-motivated problem solver

Preferred Qualifications, Skills, and Capabilities:

Spanish language skills