Asset Management - MAS Investment Specialist - Executive Director

Investment Specialists play a lead role in client service, business retention, product strategy, and portfolio oversight across our Multi-Asset Solutions platform.

We are seeking a senior Investment Specialist for our U.S.

Institutional business to support a number of strategies, service a book of existing clients, and ensure the highest standards of client satisfaction across client segments including public and corporate defined benefit plans, health care networks, Taft-Hartley plans, insurance companies, endowments, and foundations.

Reporting to the Head of U.S.

Institutional Investment Specialists, this role will be responsible for client and consultant management through day-to-day client support and leadership and will be involved in the development of initiatives to enhance the client experience for institutional clients.

A key aspect of this position is the development of close collaborative relationships with Client Advisor teams, portfolio managers, and investment teams.

Job summary:

As an Investment Specialist - Executive Director on the Multi-Asset Investment Specialist team, you will serve as a trusted advisor to clients, guiding their investment strategy design and representing portfolio results, positioning, and our macro-outlook.

You will be part of a dynamic team, working closely with colleagues across J.P.

Morgan Asset Management's investment and client teams to deliver integrated solutions.

Job responsibilities:


* Manage and deepen existing client relationships, acting as the lead investment specialist to service the relationship and conduct investment review meetings.


* Lead client interactions by representing the multi-asset investment process and house views in meetings, seminars, and conferences.


* Engage with clients to understand objectives, address needs, and deliver tailored investment solutions.


* Establish excellent collaborative working relationships with the Client and Consultant Advisor teams, investment teams, research, portfolio managers, investor relations, product development, and other key stakeholders across the firm.


* Represent the MAS team and collaborate with other teams on various ad-hoc projects.

Ensure consistent delivery of accurate and detailed information to clients and internal teams.


* Create high-quality written content on products and markets for client communications.

Analyze client portfolios (returns, risk, performance attribution, etc.), create portfolio proposals, conduct analyses, and other ad-hoc client portfolio or business-related analysis.

Required qualifications, skills and capabilities:


* 7+ years of experience successfully serving institutional clients in the North America Institutional market


* 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


* Highly entrepr...