Apply on Employer Site

Chase · 2 months ago

Wealth Management, Global Investment Strategist, US Wealth Management

270 Park Ave, New York, NY, 10017, US

Full-time

Onsite

Senior Level

$150K/yr - $285K/yr

Chase is a leading financial institution, and they are seeking a Global Investment Strategist to join their Wealth Management team. The role involves developing strategy narratives, delivering market insights, and engaging with business priorities to help clients make informed investment decisions.

BankingFinancial 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

Macro researchFinancial markets knowledgeWritten communicationVerbal communicationStatistical packagesBloombergFactSetMicrosoft OfficeClient skillsIntellectual curiosityMedia training

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