Investment Specialist, Executive Director

Responsibilities

• Represent international fixed income strategies and collaborate with portfolio managers and the Investment Specialist team
• Engage with sales teams across distribution channels to develop and execute distribution strategies
• Analyze portfolio positioning, analytics, and performance results to provide actionable insights
• Develop dynamic marketing content to position strategies in evolving market environments
• Lead client meetings, including pitches, portfolio reviews, and internal strategy sessions
• Serve as the primary point of contact for clients on market and investment matters
• Partner with client advisors to pursue new business opportunities and facilitate RFPs and pitch decks
• Build and maintain strong relationships with investment desks, clients, and distribution teams

Requirements

• Extensive knowledge and experience in global fixed income markets and sectors, especially international strategies
• Proven track record in developing business across retail and institutional investor segments
• Strong interpersonal and presentation skills with the ability to engage clients and colleagues at all levels
• Demonstrated leadership skills and the ability to work proactively in a collaborative team environment
• Ability to excel in a fast-paced environment and prioritize multiple deliverables

Preferred Qualifications

• Advanced degree or certification, such as an MBA or CFA
• Experience with separately managed accounts
• Strong proficiency in Bloomberg, PowerPoint, and advanced Excel

About the Company

J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world’s most prominent corporations, governments, wealthy individuals, and institutional investors. Our Asset & Wealth Management division delivers industry-leading investment management and private banking solutions through a global network of investment professionals.