Wealth Management, Institutional Investment Solutions, Senior Portfolio Manager

Overview

J.P. Morgan Institutional Investment Solutions (IIS) is a highly specialized global team of seasoned investment professionals within J.P. Morgan Wealth Management Solutions, managing over $50 billion in customized multi-asset solutions for Family Offices, Endowments, and Defined Contribution Plans. The investment solutions range from bespoke multi-asset discretionary portfolios to tailored single asset class mandates. IIS designs, implements, and manages these solutions by leveraging the full breadth of J.P. Morgan Asset & Wealth Management’s investment capabilities, drawing on both in-house expertise and leading external managers.

IIS addresses the distinct goals, risk profiles, and liquidity needs of institutional investors and offers flexible engagement as either a dedicated Outsourced CIO or a strategic partner to in-house investment teams. Our senior investment team averages over 20 years of experience, with backgrounds in Family Office CIO teams and institutional portfolio management at leading Asset Managers. Our expertise spans long-term investing, including strategic asset allocation, portfolio construction, and comprehensive cross-asset class analysis, as well as advising on robust investment governance frameworks and investment policy for future generations.

As a senior member of the Institutional Investment Solutions (IIS) team, the new hire will partner closely with U.S. Private Bank Advisors to deliver IIS’s specialized capabilities to our largest and most sophisticated Family Office clients. They will serve as the primary portfolio manager for multi-asset solutions delivered to this client base.

Core Responsibilities

• Delivering Advice and Custom Investment Solutions:
  Understand each Family Office client’s investment plan, goals, and objectives, and develop and implement a customized tax-aware investment strategy that aligns with their long-term vision. Identify opportunities to provide advice and introduce J.P. Morgan’s full suite of investment solutions.
• Holistic Asset Allocation and Portfolio Construction:
  Advise clients on establishing comprehensive asset allocation policies and constructing robust, diversified portfolios. Provide guidance on best practices for investment policy and governance, ensuring clients have the frameworks needed for effective long-term wealth management.
• Execution, Oversight and Client Communication:
  Execute investment solutions in client accounts in accordance with their strategic plans. Manage a range of investment vehicles such as Investment Management accounts, Separately Managed Accounts, Hedge Funds, Private Equity, Private Credit, and Real Estate. Conduct regular investment reviews to validate objectives and prepare tailored recommendations.
• Deliver Investment Insights:
  Share J.P. Morgan’s latest investment insights with clients and advisors. Organize and participate in round tables, speak at client events, and contribute to educational forums to ensure clients are informed and engaged with current market perspectives and opportunities.
• Deepen engagement with Family Offices:
  Drive new business and regional growth by engaging advisors, leading client events and campaigns, collaborating on new opportunities, and participating in new business opportunities.

• At least 15 years of investment experience gained within a Family Office Chief Investment Office or through direct work with these clients; deep expertise in managing multi-asset portfolios with a strong emphasis on alternative investments and tax-aware investing strategies.
• Blend the advisory perspective of an Investment Consultant with the portfolio management experience of an asset manager; excel at delivering holistic advice, designing complex investment solutions, and communicating effectively with sophisticated clients and internal partners.
• Collaborative approach, strong relationship management, and a passion for delivering exceptional client outcomes.