Wealth Management, Institutional Investment Solutions, Senior Portfolio Manager
On-site · New York City, New York, United States
Job Summary
Senior Portfolio Manager for Institutional Investment Solutions at JPMorgan Wealth Management. Partner with U.S. Private Bank Advisors to deliver IIS capabilities to Family Office clients, serving as the primary portfolio manager for multi-asset solutions. Responsibilities include understanding client investment plans and goals, developing tax-aware customized strategies, leading holistic asset allocation and portfolio construction, overseeing execution across Investment Management accounts, SMAs, hedge funds, private equity, private credit, and real estate; delivering investment insights through roundtables and client events; driving regional growth and new business opportunities; and communicating effectively with sophisticated clients and internal partners.
Required Qualifications
- At least 15 years of investment experience gained within a Family Office Chief Investment Office or through direct work with Family Office clients
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