Asset Management, Customized Bond Portfolios (CBP), Investment Specialist, Executive Director
J.P. Morgan
Join a world-class fixed income team where your expertise shapes investment solutions for clients worldwide. At JPMorgan Chase, you’ll collaborate with portfolio managers and distribution teams, deepen your market knowledge, and drive impactful client engagement. You’ll have the opportunity to lead, innovate, and grow your career in a dynamic, inclusive environment. We value your passion for fixed income and your ability to translate complex strategies into compelling client narratives.
Job SummaryAs an Investment Specialist in the Customized Bond Portfolios team within Global Fixed Income, Currency and Commodities, you will act as a key representative for international fixed income strategies. You will partner closely with portfolio managers, sales teams, and clients to deliver portfolio insights, develop marketing content, and drive business growth. Your role will involve analyzing portfolios, leading client meetings, and supporting product development and sales strategies. You will help ensure our investment capabilities are clearly communicated and effectively positioned in the market.
Job responsibilities- Represent international fixed income strategies and collaborate with portfolio managers and the Investment Specialist team.
- Engage with sales teams across distribution channels to develop and execute distribution strategies.
- Analyze portfolio positioning, analytics, and performance results to provide actionable insights.
- Develop dynamic marketing content to position strategies in evolving market environments.
- Lead client meetings, including pitches, portfolio reviews, and internal strategy sessions.
- Serve as the primary point of contact for clients on market and investment matters.
- Partner with client advisors to pursue new business opportunities and facilitate RFPs and pitch decks.
- Maintain a deep understanding of fixed income investment portfolios and communicate insights effectively.
- Build and maintain strong relationships with investment desks, clients, and distribution teams.
- Extensive knowledge and experience in global fixed income markets and sectors, especially international strategies.
- Proven track record in developing business across retail and institutional investor segments.
- Excellent responsiveness and problem-solving skills with high attention to detail.
- Ability to work proactively and creatively in a collaborative team environment.
- Strong interpersonal and presentation skills, with the ability to engage clients and colleagues at all levels.
- Ability to excel in a fast-paced environment and prioritize multiple deliverables.
- Dynamic and credible communicator with excellent presentation skills.
- Demonstrated leadership skills.
- Advanced degree or certification, such as MBA or CFA.
- Experience with separately managed accounts.
- Strong knowledge of Bloomberg, PowerPoint, and advanced Excel.
J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world’s most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
Represent and position fixed income strategies, driving client engagement and portfolio insights across global markets.
