Wealth Management, Institutional Investment Solutions, Portfolio Manager Full Time

We understand institutional investors have distinct goals, risk profiles, and liquidity needs. Our platform is designed to address these priorities and adapt to a changing investment landscape, offering flexible engagement as either a dedicated Outsourced CIO or a strategic partner to in-house investment teams. Our senior investment team averages over 20 years of experience, with backgrounds in Family Office CIO teams and institutional portfolio management at leading Asset Managers.

Our expertise spans long-term investing, including strategic asset allocation, portfolio construction, and comprehensive cross-asset class analysis. In addition, IIS has deep experience advising institutional investors on building robust investment governance frameworks, establishing investment policy, and institutionalizing wealth for future generations.

As a senior member of the Institutional Investment Solutions (IIS) team, the new hire will partner closely with International Private Bank Advisors to deliver IIS’s specialized capabilities to our largest and most sophisticated Family Office clients. They will serve as the primary portfolio manager for multi-asset solutions delivered to this client base.

Job 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.

Required Qualifications, Capabilities and Skills:

• 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.
• 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.

Source: JP Morgan Career Page