Investment Specialist - Executive Director

Responsibilities

• Manage and deepen existing institutional client relationships, acting as the lead investment specialist for investment review meetings.
• Represent the multi-asset investment process and house views in client meetings, seminars, and conferences.
• Deliver tailored investment solutions by engaging with clients to understand their specific objectives and needs.
• Collaborate with Client and Consultant Advisor teams, portfolio managers, research, and product development stakeholders.
• Create high-quality written content regarding products and markets for client communications.
• Conduct detailed portfolio analysis, including returns, risk, and performance attribution, to create client proposals.

Requirements

• 7+ years of experience serving institutional clients in the North America Institutional market.
• Expertise in asset allocation and multi-asset portfolio construction.
• Experience with various investment strategies including public equity, public fixed income, real assets, private credit, and private equity.
• Series 7, Series 63, and Series 3 certifications.
• Proven track record in a financial sales and client service environment.

Preferred Qualifications

• CFA and/or CAIA designation.
• Working knowledge of institutional investment policy design.
• Excellent presentation and persuasive communication skills.
• Extensive existing network of relationships with institutional investors.

Benefits

• Competitive total rewards package including base salary and discretionary incentive compensation.
• Comprehensive health care coverage.
• Retirement savings plans.
• Tuition reimbursement and mental health support.
• Financial coaching and on-site health and wellness centers.

About the Company

JPMorgan Chase & Co. is a leading global financial services firm and one of the oldest financial institutions in the world. We provide innovative financial solutions to millions of consumers, small businesses, and prominent corporate, institutional, and government clients through our J.P. Morgan and Chase brands.