Chase · 5 hours ago
Wealth Management, Institutional Investment Solutions, Senior Portfolio Manager
270 Park Ave, New York, NY, 10017, US
Full-time
Onsite
Senior Level, Lead/Staff
$180K/yr - $350K/yr
15+ years expChase is a leader in investment banking and asset management, and they are seeking a Senior Portfolio Manager to join their Institutional Investment Solutions team. The role involves partnering with U.S. Private Bank Advisors to deliver customized multi-asset solutions to Family Office clients, focusing on holistic asset allocation, portfolio construction, and client engagement.
BankingFinancial Services
Responsibilities
Delivering Advice and Custom Investment Solutions: 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
Holistic Asset Allocation and Portfolio Construction: 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
Execution, Oversight and Client Communication: 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
Deliver Investment Insights: 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
Deepen our engagement with Family Offices: 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
The ideal candidate will have at least 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
The candidate 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
Chase
Chase provides broad range of financial services. It is a sub-organization of JP Morgan Chase.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Mike McDonnell
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Nicole Sanchez
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