Asset Management Investment Specialist (Derivatives)

Investment Specialist (Derivatives)

As an Investment Specialist (Derivatives) within the Asset Management Derivatives team at J.P. Morgan Asset Management, you will actively engage in maintaining and developing relationships between the portfolio managers, external clients and distribution teams. You will represent the investment team on business-related matters, including, but not limited to marketing investment strategies, servicing clients, creating and maintaining compelling marketing materials, 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. You will collaborate closely with portfolio managers, sales channels, and various internal support and operations groups. Your success in this role will be driven by your excellent communication skills and teamwork.

Job Responsibilities:

• Create and maintain client presentations, marketing materials, performance commentary, and other client communications 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, ensuring timely and accurate information delivery.
• Partner with client advisors to explore new business opportunities, representing derivatives capabilities in meetings, facilitating RFPs, developing pitch decks, and providing training.
• Develop an in-depth understanding of derivative investment portfolios to effectively communicate strategies, positioning, and performance results.
• Perform and support disciplined pipeline development, developing and cross-selling solutions to new sponsors and third parties.
• Work with broader global PM team in portfolio construction discussions and team strategy meetings.
• Actively represent the team's philosophy & process.
• Work cross functionally to increase efficiencies and improve tools and processes.

Required Qualifications, Capabilities, and Skills:

• Bachelor's degree in relevant field.
• Series 3, 7, and 63 within 6 months of hire.
• 4+ years of work experience in a client-focused role with an understanding of or interest in derivatives.
• Strong knowledge of PowerPoint and advanced level of Excel.
• Demonstrated track record in developing business across a range of investor segments.
• Strong quantitative skills, including proficiency in basic financial calculations and a high aptitude with numbers.
• Domestic travel required.

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 and Bloomberg skillset would be additive.
• Dynamic and credible professional who communicates with clarity and has excellent presentation skills.
• Exceptional time management with the ability to prioritize multiple deliverables.
• Ability to work proactively and creatively within a collaborative, global team
• Strong work ethic, detail oriented, eagerness to take initiative.

About Us

JPMorgan Chase, 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

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.