Asset Management - Municipal Portfolio Manager - Executive Director jobs in United States
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Chase · 1 day ago

Asset Management - Municipal Portfolio Manager - Executive Director

Chase is a leading financial institution offering innovative financial solutions. The Municipal Portfolio Manager on the Fund and ETF team will manage high yield allocations, streamline leverage frameworks, and assist with bespoke deal structuring.

BankingFinancial Services

Responsibilities

Help source, evaluate, negotiate and execute bespoke deals
Manage utilization of municipal leverage across strategies
Blend internal macro views with bottom-up credit recommendations to position portfolios to outperform competitors and benchmark
Collaborate closely with the research and trading teams to identify market trends, analyze individual credits, and assess relative value across securities
Communicate positioning, performance drivers, and risk management to internal/external stakeholders
Contribute to the ongoing development of portfolio and risk management tools

Qualification

Portfolio managementCredit analysisRisk managementMarket technicalsDecision-makingAnalytical mindsetCommunication skillsProblem-solvingAttention to detailCollaborative teamwork

Required

7+ years of portfolio management, municipal credit or investment banking experience
Fluent in credit analysis, documentation, and deal diligence
Solid decision-making skills and risk management capabilities
Strong understanding of market technicals, relative value frameworks, and muni regulatory/tax landscape
Excellent responsiveness and problem-solving skills with a high attention to detail
Must possess exceptional communication skills both written and oral
Independent thinker, collaborative teammate
Bias for action and accountability
Comfortable in fast-paced, high-ownership environment
Analytical, commercially minded, and detail-oriented

Preferred

High yield focus preferred

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

Chase provides broad range of financial services. It is a sub-organization of JP Morgan Chase.

Funding

Current Stage
Late Stage

Leadership Team

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Mike McDonnell
Managing Director, Head of Chase Travel Platform Product
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Nicole Sanchez
Managing Director, Consumer Bank, GM and Product Executive, Growth Financial Products
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