Req # : 180110251
J.P. Morgan Asset Management, with client assets of $2.8 trillion, is a global leader in investment and wealth management.
Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world.
The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-
asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.
J.P. Morgan Private Bank advises the world’s wealthiest families and helps them achieve their desired goals. Our teams of Advisors deliver advice, solutions and services across investments, wealth planning, credit and banking to help clients build, preserve and manage their wealth over time.
Our team of specialists works seamlessly to help our clients achieve their financial goals and aspirations. We’re proud to be named 2017 Best Private Bank for Ultra-
High-Net-Worth Clients’ by Euromoney : Egypt, France, Greece, Italy, Lebanon, Qatar, Spain, United Arab Emirates and UK.
Wealth Management Investment Solutions
Investment Solutions provides Wealth Management clients with investment management solutions across all major asset classes including equities, fixed income, alternatives, multi-
asset and money market funds.
Wealth Management Investment Research Team
The Investment Research Team manages the governance, operational due diligence, research and technology efforts for wealth management discretionary assets.
The team comprises of individuals in New York, London, Geneva, Brazil, and Mexico and is highly collaborative across teams and regions.
Wealth Management Investment Director Team
The Investment Director team are part of the WM Investment Research Team and are responsible for performing due diligence on and working with the portfolio management teams to enhance client outcomes.
The portfolio management teams are responsible for strategic, tactical, and vehicle / security-level decisions across traditional, multi-
asset, and alternative asset classes for all discretionary wealth management products.
Role Summary :
Lead the oversight of portfolio management for the International Private Bank Six Circles funds as well as provide support to the International Private Bank’s Investment Director Team’s offshore investment research efforts in collaboration with the broader team.
The position will from, time to time, will involve collaborating on broader initiatives across the Investment & Research Team.
Key Responsibilities :
Perform investment due diligence on the suite of multi and single asset class portfolio management teams within Wealth Management Investment Solutions with a particular focus on the Six Circles funds
Monitor and regularly review the terms and conditions of the investment mandates, guidelines, legal and regulatory requirements, including the valuation and liquidity management
Prepare management reports on the funds for senior and Board reporting purposes
Support new fund launch efforts, establishing key processes in collaboration with partner teams such as Risk, Portfolio Managers, among others
Identify potential process improvements and collaborate with PM teams to enable those improvements
Collaborate with internal partners in investment solutions, due diligence, risk management, quantitative research, portfolio execution, compliance, and operations
Effectively communicate findings to senior business leaders
Monitor markets to understand current drivers and market sentiment at the asset class and sub-asset class level
Coordinate the actions of the Portfolio Management teams in case an incident arises and ensure that remediation actions are properly taken
Participate in relevant Investment Committees at a local and group level
May be required to assist in the coordination of internal audit activities and related reporting
Key Skills / Experience / Qualifications Required :