Treasury & the Chief Investment Office - CLO Portfolio Manager - Executive Director

Treasury and Chief Investment Office (TCIO) at JPMorgan Chase & Co.

is responsible for firmwide asset and liability management (ALM) for one of the world's largest global financial institutions with more than $3.7tn in assets and liabilities.

As part of the ALM mandate, TCIO oversees a ~$500bn+ global investment securities portfolio, which is deployed across a broad range of fixed income product types across rates, MBS and Credit.

The Credit portfolio is responsible for investing in high-quality credit investments primarily across Munis and Structured Products (ABS, CLO, CMBS, RMBS).

As a senior portfolio manager in the CIO Credit Portfolio, you will manage the US CLO portfolio.

You will be a sector specialist leading the investment process and surveillance of the US CLO portfolio.

Job Responsibilities:


* Formulate and manage sector investment strategy including relative value across sectors


* Be responsible for day-to-day trading, credit and relative value analysis of potential new investments and surveillance of existing bond portfolio


* Interpret and negotiate deal documents in line with best practices in the market


* Spearhead all aspects of surveillance, analytics and valuation of the US CLO portfolio


* Build and maintain strong relationships with the CLO community across issuers, dealers, traders and other market participants


* Present updates on CLO market and portfolio strategy/risks to colleagues and senior management


* Work with other internal functions (Finance, Risk, Middle Office, etc.) on initiatives related to the portfolio


* Demonstrate the highest standards of business leadership, ethics, intellectual curiosity, and collaboration


* Develop investment talent and prioritize mentorship of junior team members

Required qualifications, capabilities, and skills:


* 10+ years of experience in structured products with 7+ years of direct experience in the CLO sector,


* Strong quantitative and analytical skills, along with an ability to collaborate well with colleagues in a team environment


* Understanding of core fixed income concepts along with a demonstrated track record of outperformance


* Strong communication skills (verbal and written) with an ability to present investment thesis and risks in a succinct and cogent manner to senior leaders


* Committed to investment excellence, with strong attention to detail, and a collaborative attitude


* Address ad-hoc requests from senior management with agility and efficiency


* Maintain the highest possible fiduciary standards


* Understanding of bank portfolio accounting


* Proficiency with Bloomberg, Excel/VBA, PowerPoint


* Python encouraged

Preferred qualifications, capabilities, and skills:


* Buy-side experience as a CLO Portfolio Manager

JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many o...