Senior Multi-Asset Portfolio Strategist for Family Offices
JPMorgan Chase & Co.
JPMorgan Chase & Co. in New York seeks a senior professional to lead Institutional Investment Solutions for Family Offices, focusing on multi-asset, tax-aware strategies and bespoke client services. The role collaborates with U.S. Private Bank Advisors, delivers holistic investment advice, asset allocation, and governance framing, and helps drive growth across the South/South East region with occasional travel. #J-18808-Ljbffr JPMorgan Chase & Co.
- ...managing over $50 billion in customized multi-asset solutions for Family Offices. The investment solutions we... ...bespoke multi-asset discretionary portfolios to tailored single asset class mandates... ...to in-house investment teams. Our senior investment team averages over 20 years...AssetWork at officeFlexible hours
$200k - $250k
...Relationship Manager (RM) to join our multi-family (MFO) team in New York, NY.... ...$25 million of investable assets. This role includes a... ...exceptional client service and portfolio management. You will manage your... ...be physically present in the office when not traveling for...SeniorAssetFull timeWork at officeLocal area$192k - $288k
...WealthCompany: CitiOverview The Macro Portfolio Strategist will play a central role in... ...actionable insights across asset classes, connecting... ...fixed income, alternatives, and multi-asset portfolios,... ...------------------------Job Family Group: Private Client Product...SeniorAssetFull time- ...without running the back office themselves. Advisors... ...earns a percentage of the assets they manage. In return,... ...™ The Role: A family office does more than manage... ...a family the way a multi-family office would.... ...every service beyond the portfolio. Responsibilities:...SeniorAssetFull timeLive inWork at office
- Neuberger is a global asset management firm seeking a Private Wealth Investment professional to support portfolio construction and client engagement for high-net-worth individuals and families. You will synthesize client data, align solutions with asset allocation views...SeniorAsset
- Anchin, a New York City-based CPA and consulting firm, seeks a Senior Associate in the Family Office to deliver sophisticated wealth management, tax, investment, and estate planning support to ultra-high-net-worth individuals and families in a hybrid New York, NY setting...SeniorWork at office
$192k - $288k
Overview The Macro Portfolio Strategist will play a central role in the Citi Wealth CIO team. This... ...differentiated actionable insights across asset classes, connecting macroeconomic and... ...equities, fixed income, alternatives, and multi‑asset portfolios, integrating...SeniorAssetFull time- Blackstone is seeking an Associate to join the Total Portfolio Management (TPM) team in developing multi-asset investment strategies and producing client-ready... ...assessment, and clear, persuasive presentations for senior stakeholders. A strong writing and communication background...Asset
- ...experienced Investment Strategist to join J.P.... ..., more resilient portfolios. The role... ...global macro and multi‑asset investing. Job Responsibilities... ...Serve as a senior voice on the... ....) and Microsoft Office. Direct experience... ...helps individuals, families and foundations take...AssetWork at officeLocal area
- Citigroup Inc. is seeking a highly skilled Senior Portfolio Manager for its Multi-AssetClass Solutions team in New York, New York. This role involves daily... ...portfolios and requires over 15 years of multi-asset class portfolio management experience. The successful candidate...SeniorAsset
- New York Life Investment Management seeks a senior portfolio leader to manage multi-asset portfolios and direct asset allocation decisions. The role shapes investment strategy, risk oversight, and client-facing communication across market cycles. The successful candidate...SeniorAsset
- The Quest Organization is seeking a Senior Accountant to join its single family office team, supporting investments, real estate holdings, trusts, and affiliated... ..., and investment reporting. You will manage multi‑entity accounting for LLCs, trusts, and partnerships,...SeniorWork at office
$174k - $261k
...Whether you’re raising a family, you’re passionate... ...can succeed as the Senior Trust, Estate & Fiduciary Strategist at Capital Group.”... ...ago as a family office for Capital Group’s... ...$35 billion in assets for a select group... ...class research and portfolio management experience...SeniorAssetFull timeTemporary workWork at officeLocal areaFlexible hours$155k - $170k
...worth individuals and families, family offices, endowments,... ...to optimize clients’ portfolios while mitigating the... ...dynamic firm that spans asset management, wealth management... ...is hiring a Senior Trust Settlement Officer... ...skillsAbilitytomanagecomplex,multi-...SeniorAssetFull timeWork at officeLocal area- J.P. Morgan is seeking a dynamic Investment Strategist to join its Private Bank’s LatAm & GFG Investment Strategy team in New York. The... ...in English and Spanish, and a deep understanding of macro/multi-asset investing. A competitive salary and benefits package are provided...SeniorAsset
$170k - $300k
...Senior Portfolio Advisor, North America The Senior Portfolio... ...Angeles, or Dallas offices or in Citi's New York... ...and market views across asset classes and a variety... ...knowledge of markets and multi-asset class portfolio... ...preferred Job Family Group: Private Client...SeniorAssetFull time$211.28k - $316.92k
...WealthCompany: CitiThe Portfolio Construction &... ...Chief Investment Office (CIO), dedicated to... ...as a whole.The Senior Portfolio Specialist... ...to conduct bespoke asset allocation,... ...strategies may be multi-asset class or within... ...--------------Job Family Group: Private Client...SeniorAssetFull timeWork at office$90k - $140k
...individuals from more than 1,200 offices in 43 countries.As a... ...of the largest global asset management... ...which manages Fixed Income portfolios for a broad range of clients... ...institutional Global Multi-sector business. The Portfolio... ...employees and their families at every point along...SeniorAssetTemporary workWork at officeWorldwide- ...many of the world’s leading asset managers, hedge funds,... ..., sovereign wealth funds, family offices, and investment consultants... ...They are seeking to hire a senior China Strategist to play a leading role in... ...viewed as a trusted advisor by portfolio managers, CIOs,...SeniorAsset
$77k - $202k
...strategic and operating success. As a Senior Associate you analyze complex... ...- Familiarity with payer back-office technology platforms- Advanced... ...pay, vacation, personal and family sick leave, and more. To view... ..., handling proprietary assets, or collaborating closely with...SeniorAssetFull timeH1b- ...with North American offices in San Francisco,... ...are our greatest asset. We are committed... ...Overview We seek a strategist who will support the... ...within our client portfolio. This role will... ...agency team and with senior clients Required... ...program and paid family benefits to support...SeniorAssetLocal areaWorldwide
- ...energetic and fresh-thinking Senior Influencer Strategist . If you live at the... ...engine behind multi-channel influencer programming... ...the most of every asset. Serve as a primary... ...for your entire family A 401(k) Savings Plan... ...could mean in our office, in our client's office...SeniorAssetContract workSummer workLive inWork at officeLocal areaRemote workFlexible hoursShift work2 days per week
- ...initiatives and strategize resource allocation. As a Senior Product Portfolio Operations Associate in the Chief Analytics Office, you are a significant contributor to your... ...by confidently picking up automation assets and Python scripts created by others, running...SeniorAssetWork at office
$100k - $150k
Company Overview A private family office managing the financial affairs and investments of a high‑net‑worth individual is seeking a Senior Accountant. The role involves comprehensive accounting... ...insurance requirements for personal assets Assist with year‑end reporting of 10...SeniorAssetWork at office$150k - $250k
...ultra-high-net-worth families, physicians, and multi-generational wealth... ...planning bench with a senior-caliber professional... ...: Institutional portfolio strategy UHNW client... ...and oversee strategic asset allocation... ...wealth, or multi‑family office environment Experience...SeniorAssetWork at office- ...products for independent multi-family offices and advisory firms.... ...of UHNW client portfolios at Vectis alongside manager... ...AI-native Investment Strategist / Investment Director... ...products. This is a senior, hands‑on role. You... ...research priorities, asset allocation views, client...AssetWork at office
- ...New York-based single family office is seeking a CEO to act... ...a diversified global portfolio spanning public markets... ...overall strategy, asset allocation and investment... ...Required profile: 15+ years senior leadership experience... ...; experience across multi-asset portfolios;...AssetWork at office
- ...President, Solutions Sales Senior Specialist, Services... ...the sub-function/job family. In this role, you’re expected to: Manage a portfolio of Top Tier Local Corporates... ...geographies including multi-product requirements... ...Citigroup, its clients and assets, by driving compliance...SeniorAssetFull timeLocal area
$150k - $250k
.... Shaw Investment Management (DESIM) group’s portfolio strategy team. DESIM develops and manages active equity and multi-asset class investment strategies that complement the... ...matching, wellness reimbursement, family building benefits, and a charitable gift match...Asset- ...CEO - Single Family OfficeWe are representing... ...Single Family Office seeking a CEO to lead... ...global portfolio across public markets... ...overall strategy, asset allocation and investment... ...partnersProfile15+ years of senior leadership... ...experience across multi-asset...AssetWork at office
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