JPMorganChase · 2 hours ago
Wealth Management, Global Investment Strategist, US Wealth Management
New York, NY
Full-time
Hybrid
Mid, Senior LevelJPMorganChase is one of the oldest financial institutions, offering innovative financial solutions. The Global Investment Strategist will be responsible for developing strategy narratives, delivering market insights, and engaging with business priorities within the Wealth Management sector, while also acting as a public face of the firm.
Asset ManagementBankingFinancial Services
Responsibilities
Deliver our cross-asset class investment views, via client presentations, publications or product-oriented marketing programs
Work closely with Wealth Management’s senior leadership, Investment Specialists, Capital Markets Solutions (CMS) and Managed Solutions & Strategies personnel to develop topical and relevant materials for presentation to clients and prospects
Support the marketing and servicing of discretionary and capital markets products for clients and prospects located in the United States
Participate in the formulation of macro-based strategy views and research across all asset classes – equities, rates, credit, commodities and foreign exchange
Respond to developing macro-economic or geopolitical situations in relation to J.P. Morgan Wealth Management’s view, proactively and reactively
Provide Investment Specialists and CMS personnel with guidance comparing, contrasting and, when necessary, acknowledging conflicting discretionary strategy positioning which will arise from time to time
Work closely with Marketing, the successful candidate will be relied upon to research, create, and author original thought leadership which will be used to create pieces such as short articles, white papers, videos, audio casts, client calls, presentations and infographics
Act as a critical ‘public face’ of J.P. Morgan Wealth Management, responsible for sharing our macroeconomic views, high conviction investment themes and portfolio construction insights with clients and prospects across the United States
Travel will be necessary for the role, as in addition to client meetings, the successful candidate will be required to speak at numerous client events and roadshows
Qualification
Required
A Bachelor's degree or higher is required
Strong client skills as frequent interaction with our clients will be required
Superb written and verbal communication skills, as well as the proven ability to effectively convey ideas with passion and clarity (simplify the complex with the use of stories, anecdotes and analogies)
Writing samples, examples of research or other materials are welcome
Intellectual curiosity and the ability to generate insightful and relevant investment ideas backed by rigorous research
Strong understanding of financial markets and economics; candidate should be well-versed in capital markets history and economic indicators, as well as equity, fixed income, international, emerging markets, currency, asset allocation, and alternative asset classes
Familiarity with statistical packages, Bloomberg, FactSet, Reuters, Microsoft Office, etc
Preferred
Advanced degrees or designations related to Finance or Economics
Media training and/or experience a plus
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
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.
Founded in 2000
10001+ employees
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 CompanyTotal Funding
unknown1998-02-01IPO
Leadership Team
Allison Beer
CEO of Card Services and Connected Commerce
Dan Mendelson
CEO, Morgan Health
Recent News
2025-12-19
2025-12-12
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