Apply on Employer Site

Chase · 3 days ago

Wealth Management, Institutional Investment Solutions, Portfolio Manager

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

Full-time

Onsite

Senior Level, Lead/Staff

$180K/yr - $350K/yr

15+ years exp

Chase is a leader in investment banking and asset management, and they are seeking a Senior Portfolio Manager for their Institutional Investment Solutions team. The role involves partnering with Family Office clients to deliver customized investment strategies and overseeing multi-asset portfolios to meet their long-term goals.

BankingFinancial Services

Responsibilities

The candidate will be responsible for understanding each Family Office client’s investment plan, goals, and objectives, and for developing and implementing a customized tax-aware investment strategy that aligns with their long-term vision. This includes identifying opportunities to provide advice and introduce J.P. Morgan’s full suite of investment solutions

Advise clients on establishing comprehensive asset allocation policies and constructing robust, diversified portfolios. Provide guidance on best practices for investment policy and governance, ensuring clients have the frameworks needed for effective long-term wealth management

Execute investment solutions in client accounts in accordance with their strategic plans. This includes managing a range of investment vehicles such as Investment Management accounts, Separately Managed Accounts, Hedge Funds, Private Equity, Private Credit, and Real Estate. Conduct regular investment reviews to validate clients’ objectives and prepare tailored recommendations

Act as a thought leader by sharing J.P. Morgan’s latest investment insights with clients and advisors. This includes organizing and participating in roundtables, speaking at client events, and contributing to educational forums to ensure clients are informed and engaged with current market perspectives and opportunities

Drive new business and regional growth by engaging advisors, leading client events and campaigns, collaborating on new opportunities, and participating in new business opportunities

Qualification

Multi-asset portfolio managementAlternative investments expertiseTax-aware investing strategiesInvestment consultingClient relationship managementEffective communicationCollaborative approach

Required

15 years of investment experience gained within a Family Office Chief Investment Office or through direct work with these clients

Deep expertise in managing multi-asset portfolios is essential, with a strong emphasis on alternative investments and tax-aware investing strategies

We seek someone who blends the advisory perspective of an Investment Consultant with the portfolio management experience of an asset manager

Must excel at delivering holistic advice, designing complex investment solutions, and communicating effectively with sophisticated clients and internal partners

A collaborative approach, strong relationship management, and a passion for delivering exceptional client outcomes are critical for success in this role