Outsourced Chief Investment Office, Portfolio Manager, Latin America - JPMorgan Chase
New York, NY
About the Job
JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $3.7 trillion, over 260,000 employees, and operations in over 60 countries. It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking, Commercial Banking, and Consumer and Community Banking. Through collaboration, intellectual curiosity, and creativity, you can accomplish extraordinary things at J.P. Morgan. Our people do outstanding work by partnering with clients and each other to generate positive change in our local and global communities every single day. We are committed to your growth and development. We offer opportunities across all of our businesses that can take you in any direction you want to go and leaders who will support you in getting there.
J.P. Morgan Outsourced Chief Investment Office ("OCIO team")
The OCIO team is a specialist group of portfolio managers providing highly customized investment advice and solutions for Family Offices, Endowments, and Foundations. The OCIO team has been serving clients for nearly 15 years with over $70 billion in assets under supervision. They bring deep expertise to institutional clients around investment governance, investment policy, portfolio construction, and alternative investments. As experienced investment professionals, they have extensive cross-asset class and market knowledge.
As Portfolio Manager, the candidate will be expected to drive client acquisition and assets under management in the region and partnering with local Advisors to build relationships, pipeline, investment opportunities, and asset growth. Responsibilities will include providing local family office and nonprofit clients with consultative, objective advice, along with highly customized investment solutions, to help them achieve their long-term return objectives. They will deliver the complete OCIO platform, including an open architecture manager platform and world-class alternatives access. The candidate will also communicate market strategy and portfolio positioning on a regular basis to clients, including Principals, Family Office staff, Boards, and Investment Committees.
The candidate is expected to have extensive experience working with institutional clients in LATAM. They will display a high level of professionalism and diligence in meeting client expectations.
Job Responsibilities:
+ Support new business development and regional expansion by:
+ Engaging with Advisors to articulate OCIO's value proposition and educate them on the opportunity set
+ Driving new business through client events, campaigns, and roadshows
+ Participating in new business opportunities with Integrated Team Members and Senior Management
+ Executing sales management, including coordination of RFPs, pitches, and proposals
+ Play a leading role in the investment dialogue with clients:
+ Responsibility for understanding a client's investment plan, goals, and objectives to develop and implement a customized investment plan
+ Advise clients on establishing a holistic asset allocation policy and overall portfolio construction
+ Provide best practices on investment policy and investment governance
+ Execute investment solutions in client accounts in accordance with client plans. Such solutions include: Investment Management, Separately Managed Accounts, Hedge Funds, Private Equity, Private Credit, Real Estate, among others.
+ Conduct investment reviews with clients to validate the clients' current investment objectives and prepare recommendations
+ Additionally:
+ Understands JPMorgan platform, solutions, investment philosophy
+ Interacts effectively with the various internal product partners, banking teams, risk and compliance, marketing, etc.
+ Provides guidance to junior staff
Required Qualifications, Skills and Capabilities:
+ 10 years experience in OCIO or Investment Management
+ Team-oriented and collaborative approach to problem-solving
+ Strong cross-asset class knowledge
+ Series 7 and Series 63 licenses
+ Fluency in Spanish is required
+ Strong interpersonal skills
JPMorgan Chase & Co., 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. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and 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 is an Equal Opportunity Employer, including Disability/Veterans
Base Pay/Salary
New York,NY $180,000.00 - $350,000.00 / year
J.P. Morgan Outsourced Chief Investment Office ("OCIO team")
The OCIO team is a specialist group of portfolio managers providing highly customized investment advice and solutions for Family Offices, Endowments, and Foundations. The OCIO team has been serving clients for nearly 15 years with over $70 billion in assets under supervision. They bring deep expertise to institutional clients around investment governance, investment policy, portfolio construction, and alternative investments. As experienced investment professionals, they have extensive cross-asset class and market knowledge.
As Portfolio Manager, the candidate will be expected to drive client acquisition and assets under management in the region and partnering with local Advisors to build relationships, pipeline, investment opportunities, and asset growth. Responsibilities will include providing local family office and nonprofit clients with consultative, objective advice, along with highly customized investment solutions, to help them achieve their long-term return objectives. They will deliver the complete OCIO platform, including an open architecture manager platform and world-class alternatives access. The candidate will also communicate market strategy and portfolio positioning on a regular basis to clients, including Principals, Family Office staff, Boards, and Investment Committees.
The candidate is expected to have extensive experience working with institutional clients in LATAM. They will display a high level of professionalism and diligence in meeting client expectations.
Job Responsibilities:
+ Support new business development and regional expansion by:
+ Engaging with Advisors to articulate OCIO's value proposition and educate them on the opportunity set
+ Driving new business through client events, campaigns, and roadshows
+ Participating in new business opportunities with Integrated Team Members and Senior Management
+ Executing sales management, including coordination of RFPs, pitches, and proposals
+ Play a leading role in the investment dialogue with clients:
+ Responsibility for understanding a client's investment plan, goals, and objectives to develop and implement a customized investment plan
+ Advise clients on establishing a holistic asset allocation policy and overall portfolio construction
+ Provide best practices on investment policy and investment governance
+ Execute investment solutions in client accounts in accordance with client plans. Such solutions include: Investment Management, Separately Managed Accounts, Hedge Funds, Private Equity, Private Credit, Real Estate, among others.
+ Conduct investment reviews with clients to validate the clients' current investment objectives and prepare recommendations
+ Additionally:
+ Understands JPMorgan platform, solutions, investment philosophy
+ Interacts effectively with the various internal product partners, banking teams, risk and compliance, marketing, etc.
+ Provides guidance to junior staff
Required Qualifications, Skills and Capabilities:
+ 10 years experience in OCIO or Investment Management
+ Team-oriented and collaborative approach to problem-solving
+ Strong cross-asset class knowledge
+ Series 7 and Series 63 licenses
+ Fluency in Spanish is required
+ Strong interpersonal skills
JPMorgan Chase & Co., 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. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and 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 is an Equal Opportunity Employer, including Disability/Veterans
Base Pay/Salary
New York,NY $180,000.00 - $350,000.00 / year
Source : JPMorgan Chase
