Investment Specialist

DESCRIPTION:Duties: Conduct investment reviews with clients to validate the clients' current investment objectives and prepare recommendations of appropriate investment products. Provide clients with institutional service, advice, and cross asset class execution including equities, fixed income, derivatives, alternatives, and offer recommendations according to changing market conditions. Analyze, construct and manage investment portfolios, advising clients on asset allocation, tactical trading, and portfolio rebalancing and hedging strategies. Develop investment policy statements and advise on asset allocation. Act as a primary resource for investment communication. Build working relationships with internal clients. Adhere to internal and external policies and procedures regarding securities transactions and code of conduct. Support coordination of sales effort with Lending Advisors, Trust Officers and Wealth Advisors. Responsible for coverage of UHNW Asian clients in US and Asia while adhering to the cross- border regulations of local Asian jurisdictions.QUALIFICATIONS:Minimum education and experience required: Bachelor's degree in Economics, Mathematics, Business Administration, Financial Math, Finance, Capital Markets, or related field of study plus 5 years of experience in the job offered or as Investment Specialist, Global Investment Associate/Officer, Financial Consultant, or related occupation.Skills Required: Requires experience in the following: Bloomberg; FactSet; Microsoft Suite; Financial data analysis and portfolio analytics; Global macroeconomics and financial market dynamics in the developed markets and emerging Asian markets; Global capital markets; Multi-assets in equities, fixed income, derivatives, real assets, hedge funds, private equity, private credit, private real estate and other alternative investments; Private bank or wealth management; Tactical and strategic asset allocation; Portfolio rebalancing and portfolio construction; Investment management for ultra-high-net-worth clients, with portfolio size of at least $25mm; Financial planning and estate planning; Goals based planning using Monte Carlo Simulation and Long Term Capital Market Assumptions; Concentrated stocks and employee options; Portfolio risk management; US and cross-border Asia ultra-high-net-worth clients in wealth management.Job Location: 390 Madison Avenue, New York, NY 10017. Telecommuting permitted up to 20% of the week.Full-Time. Salary: $215,000.00-$280,000.00 per year.
JPMorgan Chase & Co., 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. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and 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 is an Equal Opportunity Employer, including Disability/VeteransJ.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.​Full timePosting Date: 2024-04-22