Investment Specialists play a lead role in client service, business retention, product strategy, and portfolio oversight across our Multi-Asset Solutions platform. We are seeking a senior Investment Specialist for our U.S. Institutional business to support a number of strategies, service a book of existing clients, and ensure the highest standards of client satisfaction across client segments including public and corporate defined benefit plans, health care networks, Taft-Hartley plans, insurance companies, endowments, and foundations. Reporting to the Head of U.S. Institutional Investment Specialists, this role will be responsible for client and consultant management through day-to-day client support and leadership and will be involved in the development of initiatives to enhance the client experience for institutional clients. A key aspect of this position is the development of close collaborative relationships with Client Advisor teams, portfolio managers, and investment teams.

 

Job summary: 

As an Investment Specialist – Executive Director on the Multi-Asset Investment Specialist team, you will serve as a trusted advisor to clients, guiding their investment strategy design and representing portfolio results, positioning, and our macro-outlook. You will be part of a dynamic team, working closely with colleagues across J.P. Morgan Asset Management’s investment and client teams to deliver integrated solutions.

 

Job responsibilities:

Manage and deepen existing client relationships, acting as the lead investment specialist to service the relationship and conduct investment review meetings.Lead client interactions by representing the multi-asset investment process and house views in meetings, seminars, and conferences.Engage with clients to understand objectives, address needs, and deliver tailored investment solutions.Establish excellent collaborative working relationships with the Client and Consultant Advisor teams, investment teams, research, portfolio managers, investor relations, product development, and other key stakeholders across the firm.Represent the MAS 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. 

Required qualifications, skills and capabilities:

7+ years of experience successfully serving institutional clients in the North America Institutional market  Expertise in asset allocation, multi-asset portfolio construction and experience with an array of investment strategies in public equity, public fixed income, real asset, private credit and private equity strongly preferredHighly entrepreneurial, action oriented and self-motivatedA track record of problem solving through critical thinking, initiative and a collaborative, team-oriented approachProven track record of sustainable achievement in a financial sales and client service environment; Outstanding energy, focus, and drive to achieve resultsDemonstrates industry and product knowledge by understanding the competition, the clients and marketplaceSeries 7, 63 and 3 certifications

Preferred qualifications, skills and capabilities: 

A working knowledge of institutional investment policy design and portfolio constructionCFA and/or CAIA designation preferredExcellent presentation skills which enable the delivery of concise and persuasive new business presentations and investment reviewsExcellent written and oral communication skills and a genuine interest in the subject matterStrong relationship building skills applicable to existing clients, prospective clients and internal colleagues within Multi-Asset Solutions and across J.P. MorganExtensive network of relationships with institutional investors preferred