The Customized Bond Portfolio Team (CBP) within the Global Fixed Income, Currency & Commodities (GFICC) group of J.P. Morgan Asset Management, with over $180 billion in fixed income assets under management, is looking to hire a portfolio manager to assist in designing, constructing and implementing separately managed account fixed income portfolios. The client base consists of Institutional, Private Bank, High Net Worth, and Retail clients. This portfolio manager will have expertise in fixed income markets, corporate credit experience preferred, to generate relative value ideas that can be implemented in the construction of diversified (risk and duration) portfolios appropriate for specific client needs.
Job responsibilities:
Fixed income investing with focus on limiting downside risk, individual security selection and price valuation inefficiencies in the market
Under the supervision of senior portfolio managers, responsible for developing and implementing strategic asset allocation and optimized portfolios which outperform client defined benchmarks utilizing relative value, macro and microeconomic analysis
Leverage FI portfolio optimization to manage a large number of portfolios
Provide analysis of portfolio positioning, sector allocations and key risk metrics
Determine account & portfolio suitability of securities for participation in investment recommendations
Study market commentary, research opinions, and economic forecasts to assist in determining tactical investment strategy
Actively participate and represent the platform's philosophy, process & strategy styles at client, consultant and internal meetings
Participate in the planning and development of new business processes
Prepare marketing and client meeting materials
Required Qualifications, Capabilities and Skills:
Idea generation and implementation in risk budgeting, analysis, portfolio sector allocations and trading skills are all important to success in this position
Strong aptitude to identify and minimize investment/business risk
Strong verbal & written communication skills required
Requires a team focused, detailed oriented and process focused individual
Excellent decision making and problem solving skills, requiring only limited guidance and oversight
Ability to manage complex and at times conflicting priorities and constraints in at times a high stress environment
Strong aptitude in desktop technology/productivity tools such as Excel
Relevant industry experience and experience in a similar role
Bachelor's degree in Business, Finance, Economics, Mathematics, Computer Science or other STEM subjects.
Preferred Qualifications, Capabilities and Skills:
Portfolio optimization experience preferred
Python / R data analysis skills preferred
Experience with portfolio management tools such as Bloomberg preferred
Preference will be given to candidates with their CFA designation, python coding skills, and/or a postgraduate degree.
ABOUT US
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 first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
ABOUT THE TEAM
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
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