JPMorganChase · 1 day 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 expJPMorganChase is a leading financial institution specializing in investment management and private banking solutions. The Portfolio Manager will be responsible for delivering customized investment strategies for Family Office clients, focusing on multi-asset solutions and holistic asset allocation.
Asset ManagementBankingFinancial 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
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
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.
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
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