Investment Specialists play a lead role in client service, business retention, product strategy, and portfolio oversight across our Multi-Asset Solutions platform. We are seeking a senior Investment Specialist for our U.S. Institutional business to support a number of strategies, service a book of existing clients, and ensure the highest standards of client satisfaction across client segments including public and corporate defined benefit plans, health care networks, Taft-Hartley plans, insurance companies, endowments, and foundations. Reporting to the Head of U.S. Institutional Investment Specialists, this role will be responsible for client and consultant management through day-to-day client support and leadership and will be involved in the development of initiatives to enhance the client experience for institutional clients. A key aspect of this position is the development of close collaborative relationships with Client Advisor teams, portfolio managers, and investment teams.

Job summary:

As an Investment Specialist – Executive Director on the Multi-Asset Investment Specialist team, you will serve as a trusted advisor to clients, guiding their investment strategy design and representing portfolio results, positioning, and our macro-outlook. You will be part of a dynamic team, working closely with colleagues across J.P. Morgan Asset Management’s investment and client teams to deliver integrated solutions.

Job responsibilities:

• Manage and deepen existing client relationships, acting as the lead investment specialist to service the relationship and conduct investment review meetings.
• Lead client interactions by representing the multi-asset investment process and house views in meetings, seminars, and conferences.
• Engage with clients to understand objectives, address needs, and deliver tailored investment solutions.
• Establish excellent collaborative working relationships with the Client and Consultant Advisor teams, investment teams, research, portfolio managers, investor relations, product development, and other key stakeholders across the firm.
• Represent the MAS team and collaborate with other teams on various ad-hoc projects. Ensure consistent delivery of accurate and detailed information to clients and internal teams.
• Create high-quality written content on products and markets for client communications. Analyze client portfolios (returns, risk, performance attribution, etc.), create portfolio proposals, conduct analyses, and other ad-hoc client portfolio or business-related analysis. 

Required qualifications, skills and capabilities:

• 7+ years of experience successfully serving institutional clients in the North America Institutional market  
• Expertise in asset allocation, multi-asset portfolio construction and experience with an array of investment strategies in public equity, public fixed income, real asset, private credit and private equity strongly preferred
• Highly entrepreneurial, action oriented and self-motivated
• A track record of problem solving through critical thinking, initiative and a collaborative, team-oriented approach
• Proven track record of sustainable achievement in a financial sales and client service environment; Outstanding energy, focus, and drive to achieve results
• Demonstrates industry and product knowledge by understanding the competition, the clients and marketplace
• Series 7, 63 and 3 certifications

Preferred qualifications, skills and capabilities:

• A working knowledge of institutional investment policy design and portfolio construction
• CFA and/or CAIA designation preferred
• Excellent presentation skills which enable the delivery of concise and persuasive new business presentations and investment reviews
• Excellent written and oral communication skills and a genuine interest in the subject matter
• Strong relationship building skills applicable to existing clients, prospective clients and internal colleagues within Multi-Asset Solutions and across J.P. Morgan
• Extensive network of relationships with institutional investors preferred

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