Wealth Management Solutions, Fixed Income Manager Research And Due Diligence, Vp

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 Manager Solutions Team is responsible for selecting and monitoring asset managers for Global Wealth Management clients. This will include communications with asset managers, internal investors and clients considering the use of an asset manager in investment programs. The team researches asset classes across equity, Fixed Income, commodities, and alternatives. We build and maintain the full product suite to serve our global client base, and as a result are global, with team members in New York, London and Mumbai.
We plan to hire a research professional focused on Fixed Income funds and separate accounts. You will work closely with portfolio managers, structuring, portfolio construction, internal/external investors, and asset class leaders while becoming the central contact with external managers across the industry.
Job responsibilities

• Integral team member executing strategic business plan for the Fixed Income and Multi Asset manager universe, including researching, helping select, and monitoring Fixed Income investment funds as well as data maintenance and analysis (both recurring and bespoke)
• Proactively integrate within relevant investment universes to source new opportunities
• Comprehensively underwrite new investments utilizing analytical skills drawn out of quantitative, qualitative, and interviewing skills to frame and present an investment thesis to senior management
• Understand broad range of financial, investment and security analysis principles, such as fundamental credit analysis, portfolio construction and risk management
• Articulate investment underwriting process to both external managers and investors while conveying knowledge and credibility

Required qualifications, capabilities and skills

• Experience within asset management
• At least 3 to 5 years of practical, hands-on investment experience
• Strong quantitative/analytical abilities as well as written/verbal presentation skills
• Deep understanding of a broad range of financial and investment principles
• Strong teamwork and interpersonal skills
• Ability to represent the Private Bank to both fund managers and clients

Preferred qualifications, capabilities, and skills

• Background in Fixed Income research, credit research, portfolio management, or sustainable investments / ESG preferred
• CFA or MBA

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 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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.
The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorgan Chase was awarded the "WELL Health-Safety Rating" for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment.
As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm's current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm's vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law.
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, discretionary incentive compensation which may be 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.
Equal Opportunity Employer/Disability/Veterans
Base Pay/Salary
New York,NY $137,750.00 - $225,000.00 / year