U.S. Private Bank - Investment Specialist (OCIO) - Senior Associate

This is an exciting opportunity for you to join a dynamic, diverse team within J.P. Morgan’s U.S. Private Bank. We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients.

The J.P. Morgan Outsourced Chief Investment Office ("JPM OCIO") is a dedicated team of investment specialists leveraging the firm's global resources to provide customized solutions and advice for endowments, private and public foundations, and not-for-profits on their investment needs.

As an Investment Specialist in the U.S. Private Bank, you will communicate market strategy and investment knowledge to clients and investment committees in portfolio reviews and investment forums. You will consult with clients to determine their portfolio objectives and long term asset allocations. The investment/product universe includes the entire spectrum of Wealth Management open architecture platform including Fixed Income, Equities, Alternatives and global Multi-Asset mandates.

Job Responsibilities

• Understand client's goals and objectives to develop and implement investment plan
• Advise clients on holistic asset allocation, portfolio construction and tactical asset allocation shifts
• Execute investment solutions in client accounts in accordance with client plans. Such solutions include: Investment Management, Mutual Funds, Structured Products, Hedge Funds, Private Equity, Foreign Exchange, as well as execution of more traditional brokerage transactions.
• Conduct investment reviews with clients to validate the clients' current investment objectives and prepare recommendations
• Participate in new business opportunities with Integrated Team Members and Senior Management
• Perform sales management, including coordination of RFPs, pitches, road shows, campaigns, proposals
• Interact with clients and prospects, understanding their issues, motivations and factors that are key for success

Required Qualifications, Capabilities, and Skills

• Three plus years of experience in Wealth Management or Investment Management
• Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
• Strong knowledge of asset classes (fixed income, equities, and alternatives)

Preferred Qualifications, Capabilities, and Skills

• Ability to interact effectively with various internal product partners, banking teams, risk and compliance, marketing, etc.
• Ability to provide mentorship and guidance to develop junior staff
• Ability to learn and effectively leverage J.P. Morgan’s platform, solutions, and investment philosophy

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

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.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

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.​