Job Summary
The Managed Solutions Specialist Team seeks to provide comprehensive coverage of all of our managed solutions (Core, Advisory, SMAs, mutual funds [JPM and 3rd party where offered]) in a coordinated way. With a product-agnostic lens, you will partner with each region and channel in understanding their respective priorities in order to generate and retain assets across all managed strategies.
As a Fixed income specialist, you will advise clients and advisors on the positioning of fixed income managed solutions in the context of market and strategy views
The team is primarily based in New York, with regional Specialist teams in London and Hong Kong.
Job Responsibilities
- Global fixed income expert across all Core, Advisory, SMAs, mutual funds (JPM and 3rd party where offered) as well as those solutions with fixed income-like attributes
- Partner with advisors to understand their client base, identify opportunities for new business growth and retention, and prepare for and participate in client meetings primarily in specific coverage region
- Partner with the local leadership team (both in specific coverage region and globally) in driving and retaining long-term fixed income flows
- Partner closely with the manager selection and fixed income strategy teams globally to stay in step with current views, insights and opportunities particularly as it relates to the quarterly investment themes
- Facilitate the education of advisors through various presentations and discussions (e.g., team huddles, regional calls, global morning meetings, videos, written commentary, office-hours); help train new Advisors on how J.P. Morgan manages investments
- Partner with the Regional Portfolio Specialists (RPS) to ensure the delivery of timely insight across asset classes and regions, with a prioritization toward quarterly investment themes
- Engage proactively in the investments dialogue directly with various investment teams (e.g., CIO, portfolio managers, manager selection)
- Partner with the appropriate teams to develop new fixed income solutions to capitalize on market dislocations and/or cater to specific client needs
Required qualifications, capabilities and skills
- Significant relevant experience, preferably experience of direct investing or client portfolio management at an Asset Management firm, Wealth Manager, Investment Bank, or Institutional Investor (e.g., Sovereign Wealth Fund, Endowment)
- Experience of fixed income market is required
- Excellent communication, presentation and public speaking skills to clearly and passionately articulate our investment process and views to a wide variety of audiences (from one-on-one meetings to larger audiences at conferences and events)
- Strong technical skills related to global financial markets
- Demonstrated aptitude for sales and client relationship management
- Superior multi-tasking; strong organizational skills and attention to detail
- Positive outlook and proactive disposition
- Experience with managed accounts, SMAs, mutual funds, active and passive managers
- Good judgment and discretion working with highly confidential information
Preferred qualifications, capabilities and skills
- Leadership and management experience preferred
- MBA and/or CFA preferred