Private Bank, Global Investment Strategist, US Wealth Management Solutions
The Global Investment Strategy team is focused on macro and market themes that impact investors.
The team formulates and communicates market and economic perspectives to clients, the media and internal constituents, while also relating key market developments to the positioning within managed portfolios.
Led by the firm's Global Co-Heads of Investment Strategy, the team helps our clients make better, more informed investment decisions, while providing insight that inspires action.
The Role
As a Global Investment Strategist, you will be responsible developing the investment strategy narrative, delivering market insights to clients, and supporting the priorities of J.P.
Morgan's Private Bank.
You will not only have prior experience in macro research as an economist or strategist, but must also be an outstanding writer and presenter, and able to both educate and entertain a range of client and advisor types.
Job Responsibilities
* Deliver our cross-asset class investment views, via client presentations, publications or product-oriented marketing programs.
* Work closely with Solutions senior leadership, Investment Specialists, Capital Markets Solutions (CMS) and Managed Solutions & Strategies personnel to develop topical and relevant materials for presentation to clients and prospects.
* Support the marketing and servicing of discretionary and capital markets products for clients and prospects located in the United States.
* Participate in the formulation of macro-based strategy views and research across all asset classes - equities, rates, credit, commodities and foreign exchange.
* Respond to developing macro-economic or geopolitical situations in relation to J.P.
Morgan's view, proactively and reactively.
* Work closely with Marketing, the successful candidate will be relied upon to research, create, and author original thought leadership which will be used to create pieces such as short articles, white papers, videos, audio casts, client calls, presentations and infographics.
* Act as a critical 'public face' of J.P.
Morgan Wealth Management Solutions and the Private Bank, responsible for sharing our macroeconomic views, high conviction investment themes and portfolio construction insights with clients and prospects across the United States.
* Travel will be necessary for the role, as in addition to client meetings, the successful candidate will be required to speak at numerous client events and roadshows.
Required Qualifications, Skills and Capabilities:
* A Bachelor's degree or higher is required.
* Strong client skills as frequent interaction with our clients will be required.
* Superb written and verbal communication skills, as well as the proven ability to effectively convey ideas with passion and clarity (simplify the complex with the use of stories, anecdotes and analogies).
* Writing samples, examples of research or other materials are welcome.
* Intellectual curiosi...
- Rate: Not Specified
- Location: New York, US-NY
- Type: Permanent
- Industry: Finance
- Recruiter: JPMorgan Chase Bank, N.A.
- Contact: Not Specified
- Email: to view click here
- Reference: 210686918
- Posted: 2025-11-19 08:33:22 -
- View all Jobs from JPMorgan Chase Bank, N.A.
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