J.P. Morgan

Asset Management - ETF Portfolio Strategist Lead - Managing Director


PayCompetitive
LocationNew York/New York
Employment typeFull-Time

This job is now closed

  • Job Description

      Req#: 210425179

      As the ETF business becomes increasingly core and integrated into the broader business, we have an opportunity to achieve both more scale and efficiency. Successful execution of our ETF strategy leverages existing infrastructure while adapting and delivering a unique and impactful ETF strategy. Practically, what this means is partnering our functional experts with ETF specialists to deliver a powerful ETF experience to the market. Specifically, the business accelerator will help integrate our ETF DNA via process coordination across functional areas of Client, Marketing, GSR, CAPM, and ETF product by establishing clear deliverables and ensuring rigorous execution.

      Job Responsibilities:

      • Coordinates macro view and work with Investment Specialists to help formulate clear views on ETF positioning
      • Delivers timely client ideas (i.e., weekly short notes with specific market content tied to specific JPM ETFs). A specific example:
      • The Fed is raising rates this week. Here are three tickers that we believe are positioned to win, including 3 bullets and a chart to help CAs get meetings and make them look smart via delivery of thoughtful and impactful talking points
      • Establishes longer-term themes to drive thoughtful campaigns around select ETFs in line with broader opportunities (in partnership with Marketing). A specific example:
      • Active Fixed Income campaign (requires slide deck, talking points, etc.) to be used during roadshows, symposiums, media appearances
      • Partners with the Insights Team and acts as the connector between that team and the ETF business

      Job Qualifications, skills and attributes:

      • Minimum of 12+ years of experience successfully serving institutional clients in the North America Institutional market and raising capital for multi-asset strategies
      • Expertise in asset allocation, multi-asset portfolio construction and experience with an array of investment strategies in public equity, public fixed income, real asset, private credit and private equity strongly preferred
      • Demonstrates industry and product knowledge by understanding the competition, the clients and marketplace
      • Excellent presentation skills which enable the delivery of concise and persuasive new business presentations and investment reviews
      • Strong relationship building skills applicable to existing clients, prospective clients and internal colleagues within Multi-Asset Solutions and across J.P. Morgan
      • A working knowledge of institutional investment policy design and portfolio construction
      • CFA and/or CAIA designation preferred
      • Series 7, 63 and 3 certifications

      Preferred Qualifications:

      • Has deep and extensive experience in ETF analysis (12+ years of ETF analytics)
      • Has ability to write, speak, and represent ETF industry with deep ETF industry knowledge and a strong executive presence is required

  • About the company

      J.P. Morgan is a leader in financial services, offering solutions to clients in more than 100 countries with one of the most comprehensive global product platforms available. We have been helping our clients to do business and manage their wealth for more than 200 years. Our business has been built upon our core principle of putting our clients'​ interests first.