Fixed Income Specialist

Description

J.P.

Morgan Asset & Wealth Management, with client assets of $2.8 trillion, is a global leader in investment and wealth management.

Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world.

The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds.

For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.

As a Fixed Income Specialist within the Global Products and Solutions Group, you will work with a global team of Fixed Income Specialists who advise clients and advisors on positioning fixed income managed strategies in the context of market and strategy views.

You will represent the International Private Bank as a global fixed income expert servicing Latin American and Global Families Group (GFG) advisors and clients across all Core, Advisory, Separately Managed Accounts (SMAs), mutual funds (JPM and 3rd party) as well as solutions with fixed income-like attributes

Job Responsibilities:


* Schedule Portfolio Manager and Team Huddle meetings and prepare necessary resources for successful presentations, including post meeting notes or reports


* Monitor trends and key performance indicators within the business platform, such as investment flows, to generate actionable ideas for advisors to improve client portfolios


* Field advisor inquiries through phone calls, email inboxes, and Teams' chats to provide advice and solve problems efficiently or route to appropriate support


* Proactively support advisors in creating and completing all aspects, whether advisory or operational, of specialized customized bond portfolios


* 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


* Partner with Global Investment Strategy and the Portfolio Advisory Group to ensure the delivery of timely insight across asset classes and regions, with a prioritization toward quarterly investment themes

Over time, responsibilities could expand to include:


* The expectation of acting autonomously when senior Specialists are unavailable


* 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


* 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 n...