Wealth Management, Dynamic Multi-Asset Strategy (DMAS) Equity Portfolio Manager, Executive Director

The Team

The Dynamic Multi-Asset Strategy (DMAS) team manages benchmark-agnostic, actively managed multi-asset portfolios designed to deliver attractive risk-adjusted returns while emphasizing capital preservation.

The investment process combines top-down macro views, tactical asset allocation, and bottom-up security selection across equities, fixed income, commodities, liquid alternatives, and cash.

The team leverages proprietary research and resources across J.P.

Morgan while maintaining an independent investment process and a high-conviction approach to portfolio construction.

Portfolio managers actively allocate risk across sectors, geographies, styles, and investment themes, seeking opportunities with the most compelling risk/reward characteristics.

Job Summary

We are seeking a highly motivated and experienced Equity Portfolio Manager to join the Dynamic Multi-Asset Strategy (DMAS) team.

This individual will play a key role in the equity investment process, helping to identify high-conviction investment opportunities, formulate thematic views, and translate those insights into portfolio positions across DMAS strategies.

The successful candidate will be responsible for generating actionable investment ideas, conducting fundamental and thematic research, contributing to portfolio construction decisions, and helping manage equity risk across portfolios.

The role requires close collaboration with portfolio managers responsible for fixed income, alternatives, and asset allocation decisions, as well as broad engagement with research resources across J.P.

Morgan.

Job Responsibilities

Portfolio Management & Investment Strategy


* Primary responsibility for contributing to the management of equity allocations across DMAS portfolios, including funds, model portfolios, and separately managed accounts.


* Generate and implement high-conviction equity investment ideas through fundamental research, thematic analysis, quantitative inputs, and market intelligence.


* Participate directly in portfolio construction discussions, including security selection, position sizing, buy/sell decisions, and risk management.


* Contribute to tactical equity allocation decisions and broader portfolio positioning across varying market environments.


* Identify and implement opportunities across sectors, industries, geographies, market capitalizations, and investment styles.


* Monitor portfolio holdings and adjust positioning as market conditions and investment theses evolve.


* Evaluate portfolio risks and opportunities to ensure consistency with investment objectives and risk parameters.

Research & Security Selection


* Develop and maintain detailed investment views on companies, sectors, industries, and equity markets globally.


* Conduct in-depth fundamental analysis of individual securities and investment themes.


* Develop differentiated thematic investment views and identify emerging secular and cyclical trends cap...