About this opportunity
Andsimple lists this Multi-Asset Portfolio Manager, Family Office Solutions, J.P. Morgan, New York opportunity in northern, Kentucky. Review the employer’s description below for duties, qualifications and application requirements.
Job description
J.P. Morgan's Institutional Investment Solutions (IIS) team — a global group within J.P. Morgan Wealth Management Solutions managing over $50bn in customised multi-asset solutions for family offices — is hiring a senior Multi-Asset Portfolio Manager. Partnering with US Private Bank Advisors, the role delivers bespoke, tax-aware multi-asset investment strategies to the largest and most sophisticated family-office clients: asset allocation and portfolio construction, investment policy and governance frameworks, investment insights, and deepening family-office engagement. Requires 15+ years of investment experience gained within a family-office CIO team or directly serving such clients. This is a service-provider role — J.P. Morgan serving family-office clients — rather than an in-house single family office hire.
Job responsibilities include: delivering advice and custom investment solutions — understanding each family-office client's plan, goals and objectives, developing a customised tax-aware investment strategy and introducing J.P. Morgan's full suite of solutions; holistic asset allocation and portfolio construction — advising on comprehensive asset-allocation policies and constructing diversified portfolios, with guidance on investment policy and governance best practices; delivering investment insights — acting as a thought leader by sharing J.P. Morgan's latest insights through roundtables, client events and educational forums; and deepening engagement with family offices — driving new business and regional growth by engaging advisors, leading client events and campaigns, and collaborating on new opportunities.
Required qualifications: at least 15 years of investment experience gained within a family-office Chief Investment Office or through direct work with these clients; deep expertise managing multi-asset portfolios with a strong emphasis on alternative investments and tax-aware strategies; a blend of the advisory perspective of an investment consultant and the portfolio-management experience of an asset manager; excellence in delivering holistic advice, designing complex investment solutions and communicating with sophisticated clients and internal partners; a collaborative approach with strong relationship management; and a willingness to cover clients mostly in the US South/South-East, with moderate travel.
Employer: J.P. Morgan (Wealth Management, Institutional Investment Solutions), requisition .
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Who can apply
Review the original listing for work authorization, qualifications and employer requirements.