Asset Management- US Equities Investment Specialist - Executive Director jobs in United States
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JPMorganChase · 9 hours ago

Asset Management- US Equities Investment Specialist - Executive Director

JPMorganChase is one of the oldest financial institutions, offering innovative financial solutions globally. As an Executive Director in the US Equity Active Core Group, you will oversee $160 billion in client assets, collaborate with internal teams, and represent investment strategies to promote business growth and client satisfaction.

Asset ManagementBankingFinancial Services
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Growth Opportunities
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H1B Sponsor Likelynote

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

Capital markets experienceUS Equity products knowledgeProject managementInstitutional mandate servicingInvestment performance proficiencySales experienceInterpersonal skillsWritten communicationPresentation skillsTeam player

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

Benefits

Comprehensive health care coverage
On-site health and wellness centers
A retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching

Company

JPMorganChase

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With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets.

H1B Sponsorship

JPMorganChase has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3471)
2024 (3469)
2023 (3395)
2022 (3594)
2021 (2515)
2020 (2495)

Funding

Current Stage
Public Company
Total Funding
unknown
1998-02-01IPO

Leadership Team

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Allison Beer
CEO of Card Services and Connected Commerce
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Dan Mendelson
CEO, Morgan Health
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Company data provided by crunchbase