JPMorganChase · 6 hours ago
Asset Management, Multi-Asset Solutions Investment Specialist, Vice President
270 Park Ave, New York, NY, 10017, US
Full-time
Onsite
Mid, Senior Level
$170K/yr - $246K/yr
5+ years expJ.P. Morgan Asset Management is a leading financial institution with over 50 years of expertise in managing multi-asset portfolios. The Investment Specialist – Vice President will support the US Advisory Models business through client-facing, analytical, and reporting tasks, engaging in capital markets and asset allocation while ensuring effective communication with clients and internal teams.
Asset ManagementBankingFinancial Services
Responsibilities
Present market and investment insights covering macroeconomic trends, tactical asset allocation, and diversification strategies, while clearly articulating model portfolio views and positioning to both internal sales partners and external clients through various channels such as prospecting conversations, quarterly reviews, and CE webinars
Coverage for the investment specialist team, including meetings, client reporting, fielding inquiries from internal and external partners, and resolving them appropriately. Support relationships with the various US retail advisor sales channels; serve as primary point of contact for questions and inquiries related to the MAS retail business with a focus on Model Portfolios. Represent the team in strategic initiatives and projects
Respond to ad-hoc data requests and reporting needs efficiently and independently
Coordinate with Sales, Global Strategic Relationships and RFP teams to address client requirements using product expertise
Represent the Investment Solutions team and collaborate with other teams on various ad-hoc projects. Ensure consistent delivery of accurate and detailed information to clients and internal teams
Create high-quality written content on products and markets for client communications. Analyze client portfolios (returns, risk, performance attribution, etc.), create portfolio proposals, conduct analyses, and other ad-hoc client portfolio or business-related analysis
Prepare strategy presentations with detailed portfolio analysis, positioning, analytics, and performance results. This may include preparing customized client presentations for review meetings and managing client deliverables and representing the team for key models clients
Analyze portfolio data to support strategic decision-making
Communicate key selling points of products and market trends to stakeholders
Support the development and execution of organizational objectives
Training internal sales force – collaborate with sales teams to train and equip advisors with relevant market talking points, product knowledge, and implementation strategies
Qualification
Required
A working knowledge of investment design and portfolio construction. Strong market acumen
The environment is fast-paced and demanding. Relationship building skills, flexibility, and teamwork across various teams within and outside the product group is required
5+ years of experience in the financial industry
Organizational skills and the ability to handle multiple simultaneous tasks are crucial elements to succeed in this role
Ability to deliver results in a timely and accurate manner, frequently under tight deadline
Intellectual curiosity - questioning the status quo
Series 7, Series 63, SIE required
Preferred
Interest in pursuing CFA is desirable; possible sponsorship after one year
Prior experience in finance or related fields
Coding 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.
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
2026-01-13
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2026-01-08
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