Asset Management - Customized Bond Portfolios (CBP) Fixed Income Investment Specialist - Vice P[...]
JPMorgan Chase & Co.
The Global Fixed Income, Currency and Commodities team (GFICC) at J.P. Morgan Asset Management is one of the world’s deepest and best-resourced fixed income managers, with expertise across all major fixed income sectors, including niche markets. Every investment decision in our fixed income solutions is underpinned by the proprietary research of a globally integrated team of sector specialists. Our shared research language, combining fundamental, quantitative valuation and technical inputs, facilitates the comparison of ideas across sectors and geographies. Global Fixed Income, Currency and Commodities manages a broad range of strategies, through funds and/or separate accounts, including broad market, long duration, stable value, intermediate high yield, emerging market debt, short and ultra-short duration, global bonds, structured products, mortgages and tax-aware strategies. The Customized Bond Portfolios (CBP) group within GFICC manages fixed income separately managed accounts (SMAs) for a total AUM of $180 bn across municipals, government, corporate credit, high yield, broad markets, preferreds, and international strategies. As a Customized Bond Portfolio Investment Specialist within the Global Fixed Income, Currency and Commodities team (GFICC) at J.P. Morgan Asset Management, you will actively engage in maintaining and developing relationships between the investment desks, external clients and distribution teams. You will represent your investment team on business related matters, including, but not limited to servicing clients, marketing investment strategies, product development and sales/retention strategy. You should share our passion for creating an exceptional client experience and managing our business within a team-based structure. Your role is to know the portfolios you represent as if you were the Portfolio Manager. You should be fully integrated with the investment team to ensure a deep understanding of portfolios can be distilled and translated to internal partners and external clients alike. Job Responsibilities Engage with the sales teams across distribution channels to jointly develop distribution strategy and subsequent game plan Analyze portfolios including positioning, analytics, and performance results Develop engaging, compelling, and dynamic marketing content to position strategies in an evolving market environment Lead client meetings, both external (client pitches and portfolio reviews) and internal (product development and strategy meetings) Serve as the primary point of contact with the client on markets, investment matters (i.e., portfolio results and positioning) Partner with client advisors on new business opportunities (represent fixed income capabilities in meetings, facilitate RFPs, pitch decks) Obtain an in-depth understanding of fixed income investment portfolios Required Qualifications, Capabilities, and Skills Six plus years of related experience in fixed income Bachelor’s Degree Series 7 and 63 Extensive knowledge and experience in fixed income markets Demonstrated track record in developing business across a range of investor segments, including retail and institutional Excellent responsiveness and problem-solving skills with high attention to detail Ability to work proactively and creatively in a team environment Developed interpersonal, presentation skills and ability to deal with clients and colleagues at all levels Exceptional time management with the ability to prioritize multiple deliverables Dynamic and credible professional who communicates with clarity and has excellent presentation skills Strong knowledge of Bloomberg, PowerPoint, and advanced level of Excel Preferred Qualifications, Capabilities and Skills Advanced degree or certification, such as MBA or CFA preferred Separately Managed Account and Investortools/Perform system experience a plus Python skillset would be additive #J-18808-Ljbffr JPMorgan Chase & Co.
$90k - $125k
Asset & Wealth Management, Fixed Income - Client Portfolio Manager, Analyst Fixed Income and Liquidity Solutions... ..., within Public Investing, manages more than $1.7... ...a leading provider of customized separately managed accounts... ...taxable and municipal bonds, and SMA structures....AssetFull timeTemporary workPart time- ...Job Description Fixed Income & Liquidity Solutions... ..., within Public Investing, manages more than $2 trillion in assets for a variety of clients... ...between portfolio managers, research... ...management. As a Vice President on the Client... ...of the municipal bond market, including...AssetShift work
$200k - $250k
Silvercrest Asset Management is seeking a Tax-Exempt Fixed Income Portfolio Manager in New York. This role focuses on managing tax-exempt investment-grade bond portfolios, providing customized strategies for high-net-worth clients. Successful candidates will possess 10...Asset$85k - $110k
Asset & Wealth Management, Fixed Income - Municipal Client Portfolio Management Job Description Role Overview As an Analyst on our Client Portfolio Management (CPM... ...established, high‑growth business by ensuring our investment story resonates through exceptional content....AssetFull timeTemporary workPart time$85k - $110k
...Description Role Overview As an Analyst on our Client Portfolio Management (CPM) team within Fixed Income, you will be an instrumental force in crafting... ...established, high-growth business by ensuring our investment story resonates through exceptional content. Responsibilities...AssetFull timeTemporary workPart timeWork at office$125k - $250k
Overview Asset & Wealth Management A career with Goldman Sachs Asset & Wealth... ...to participate in exciting investment opportunities while collaborating... ...the description below. Fixed Income & Liquidity Solutions... ...through collaboration between portfolio managers, research...AssetFull timeTemporary workPart time$125k - $290k
Asset & Wealth Management, Fixed Income: Portfolio Construction and Risk, Vice President New York, New York, United States Job Description Asset & Wealth Management Overview... ..., you can expect to participate in exciting investment opportunities while collaborating with...AssetFull timeTemporary workPart timeWork at office- A global asset management firm with strong institutional... ...is seeking a Fixed Income Credit Analyst (Assistant Vice President) to join its New York investment team. This role focuses... ...closely with portfolio managers and collaborating... ...-yield corporate bonds Prepare in-depth...Asset
$125k - $250k
...Morgan Stanley Investment Management (“MSIM”), together with its investment... ...world and $1.51 trillion in assets under management or supervision... .... Global multi-sector fixed income team within Broad Markets... ...the team seeks to add a portfolio management analyst based out...AssetTemporary workWorldwide- The J.P. Morgan Wealth Management (USWM) business is focused... ...Directed - our digital investing platform. The... ...$600 billion in Assets Under Management... ...offices. As an Vice President, Investment Product Specialist in J.P. Morgan... ...complex portfolio data, and verbalize...AssetWork at officeRemote workFlexible hoursNight shift
$140k - $160k
...Title: Assistant Vice President Department: Fixed Income Reports To:... ...and recommend investment-grade and high-... ...yield corporate bonds to out-perform... ...bonds for the portfolio. Create in-depth... ...; consult with management on proposed... ...Company research, asset valuation and...AssetContract workTemporary workLocal areaFlexible hours- ...York is looking for a professional specializing in fixed income portfolio management. You will develop customized investment solutions and manage portfolios for a global client base, collaborating with teams on asset strategies. Candidates should possess 2-4 years of relevant...Asset
$100k - $170k
...seeking an Associate for their Asset & Wealth Management department in New York. The role involves developing customized investment solutions and collaborating with portfolio managers on various... ...2-4 years of experience in fixed income portfolio management/trading...Asset$155k - $175k
...Investment Product Specialist, Model Portfolios Greenwich, Connecticut, United States; New... ...looking to hire a Product Manager Assistant Vice President or Vice... ...investment rationale of custom and marketplace models... ...in wealth management or asset management environments...AssetFull timeWork at officeRemote workHome office$90k
...Salary: $90,000 Job Overview - Portfolio Analyst (Fixed Income) Compensation: $90,000 - $105,... ...client, supporting portfolio management, trading, and investment analytics across fixed income... ...fixed income experience within asset management, banking, or an investment...AssetPermanent employmentMonday to Friday$90k - $125k
...is seeking an Analyst for their Fixed Income Solutions team based in New York,... ...product development, and create customized investment solutions. You will collaborate with... ...and play a crucial role in managing over $200 billion in assets. Ideal candidates have 1-2 years...Asset$240k - $300k
..., as well as the management of financial resources... ...risk-weighted assets, leverage... .... Client, Customer and Stakeholder Focus... ...in the Americas fixed income markets: Agency mortgages... ...options, swaps, bonds and financing.... ...risks in the portfolio and the definition...AssetOngoing contractWork at office- The GFICC (Global Fixed Income, Currencies, and Commodities) Quantitative... ...alpha signal generation, portfolio construction, large scale... ...investors across JPMorgan Asset Management, as well as partnering with... ...across Technology and the Investment Platform to improve the data...Asset
$150k - $185k
LGBT Great in New York is seeking a Portfolio Manager and Trader to join the Fixed Income Separately Managed Account Team. The role involves managing U.S. investment-grade fixed income SMAs,... ...should have 5-7 years of relevant asset management experience, a Bachelor...Asset$150k - $185k
Neuberger Berman is seeking a Portfolio Manager and Trader for their Fixed Income Separately Managed Account Team in New... ...managing and trading taxable US investment grade fixed income SMAs while... ...have 5-7+ years of experience in asset management and deep knowledge of...Asset$225k - $250k
...providing a wide range of investment banking, securities, investment management and wealth management... ...of our culture. The Fixed Income Division is comprised of... ...Income: ABS Lending - Vice President The Fixed Income... ...related field. Relevant asset class experience may...AssetTemporary workWorldwide$200k - $250k
A leading investment advisory firm in New York seeks a Tax-Exempt Fixed Income Portfolio Manager responsible for managing investment-grade bond portfolios for high-net-worth clients. The ideal candidate... ...-based bonuses. #J-18808-Ljbffr Silvercrest Asset Management GroupAsset$90k - $100k
...Rockefeller Capital Management... ...billion in client assets as of April 30,... ...Rockefeller Global Investment Management (RGIM... ...seeking a Municipal Fixed Income Analyst with 3+... ...municipal bond market. Produce... ...recommendations to portfolio managers and... ...Management L.P. (individually...AssetWork at officeLocal area$200k - $250k
Silvercrest Asset Management Group LLC, located in New York, is seeking a Tax-Exempt Fixed Income Portfolio Manager. The role involves managing investment-grade bond portfolios with a focus on risk-adjusted returns for high-net-worth clients. Candidates should have 10-1...Asset$68k - $209.4k
...nearly 20% of the world's investible assets. Every day, our teams... ...is a leading investment manager, with $2.2 Trillion in assets... ...the best of both worlds: specialist expertise from seven specialist... ...member for the role of Vice President, Fixed Income Investment Strategist to...AssetTemporary workWorldwideFlexible hours$176k - $265k
...Group / Capital Management Job Title: Vice President,... ...build the assets they need to... ...with leading customer support.... ...additional investment strategies beyond... ...both fixed income and equity offerings... ...a sector specialist with 4+ years... ...directly to Portfolio Managers....AssetFlexible hours- ...Balyasny Asset Management is seeking a highly skilled Senior... ...to drive our Portfolio Manager (PM) and Analyst... ...onboarding for new investment teams, serving as the... ...as the "voice of the customer" back to core engineering... ...instruments (Equities, Macro, Fixed Income, and/or Commodities)...Asset
$70k - $140k
...Parametric is part of Morgan Stanley Investment Management, the asset‑management division, focusing on custom solutions for clients. This... ...the rest. Role Overview The Portfolio Management Analyst is a... ...The Analyst will sit on the Fixed Income portfolio management team, initially...AssetWork at officeRemote work3 days per week$160k - $250k
...providing a wide range of investment banking, securities, investment management and wealth management... ...of our culture. The Fixed Income Division is comprised of... ...ambitious and detail-oriented Vice President to join our Fixed Income Digital Assets team. In this position,...AssetTemporary workWorldwide$142.32k - $213.48k
...approximately 200 million customer accounts and does... ...credit, corporate and investment banking, securities brokerage... ...services, and wealth management. Our core activities are safeguarding assets, lending money, making... ...to all. Job Purpose Fixed Income Algo Technology team...AssetFull timeFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Asset Management - Customized Bond Portfolios (CBP) Fixed Income Investment Specialist - Vice P[...]. Be the first to apply!
- entry level portfolio analyst New York, NY
- senior investment analyst New York, NY
- investment banking summer analyst New York, NY
- investment officer New York, NY
- investment banking analyst New York, NY
- entry level investment analyst New York, NY
- investment operations specialist New York, NY
- investment analyst part time New York, NY
- investment specialist New York, NY
- portfolio analyst New York, NY

