Chase · 2 months ago
Asset Management- US Equities Investment Specialist - Executive Director
270 Park Ave, New York, NY, 10017, US
Full-time
Onsite
Director/Executive
$200K/yr - $350K/yr
10+ years expJ.P. Morgan Asset Management is a leading provider of equity solutions for large institutional clients. The Executive Director in the US Equity Active Core Group will oversee significant client assets, collaborate with various internal teams, and drive business growth while ensuring superior client service.
BankingFinancial Services
Responsibilities
Act as a key representative for multiple investment teams and strategies to internal partners, prospects, and existing clients across both institutional and advisor businesses
Foster strong partnerships with portfolio managers, research analysts, and other investors to align strategies and achieve common goals
Develop and deliver compelling product messaging to drive new business, retain existing assets, and enhance client satisfaction
Demonstrate strong capital markets acumen, effectively communicating on macroeconomic environments, industry trends, and current events
Lead new product initiatives, requiring consensus building across product development, distribution management, and portfolio management
Oversee the end-to-end client onboarding process, including negotiating investment management agreements, fee schedules, client reporting, and investment guidelines
Qualification
Required
10+ years of significant capital markets experience with a strong understanding of the financial services industry
Proven experience in pitching and servicing institutional mandates
Demonstrated ability in project management and driving strategic initiatives
Strong understanding of US Equity products and services
Exceptional written communication, large group presentation, and interpersonal skills, including prior sales experience
Proficient in investment performance, performance composites, attribution, and advisory/model delivery relationships
Preferred
Self-motivated, confident, and a team player with strong people management skills and a strategic mindset
Creative and collaborative approach to problem-solving, with flexibility to tailor messages based on audience and market conditions
Strong interpersonal skills for effective liaison with numerous groups within JPMAM
Company
Chase
Chase provides broad range of financial services. It is a sub-organization of JP Morgan Chase.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Mike McDonnell
Managing Director, Head of Chase Travel Platform Product
Nicole Sanchez
Managing Director, Consumer Bank, GM and Product Executive, Growth Financial Products
Recent News
Financial IT
2026-01-09
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