Wealth Management, Portfolio Manager, Institutional Investment Solutions Latam & GFG
On-site · New York City, New York, United States
Job Summary
Senior Portfolio Manager for Institutional Investment Solutions at JPMorgan Wealth Management, partnering with International Private Bank Advisors to deliver multi-asset solutions to Family Office clients. Responsibilities include understanding client investment plans, developing tax-aware investment strategies, implementing asset allocation policies, constructing diversified portfolios, and executing across Investment Management accounts, SMAs, Hedge Funds, Private Equity, Private Credit, and Real Estate. Also deliver investment insights, participate in client events, and drive regional growth by collaborating on new opportunities and engaging with advisors, with a focus on long-term wealth management and governance frameworks.
Required Qualifications
- 15 years of investment experience with Family Office CIOs or equivalent
- Deep expertise in multi-asset portfolios, alternative investments, and tax-aware investing
- Proven ability to design and deliver holistic investment solutions and communicate with sophisticated clients
Desired Qualifications
- 15 years of investment experience within a Family Office Chief Investment Office or through direct work with these clients
- Deep expertise in managing multi-asset portfolios with emphasis on alternative investments and tax-aware investing strategies
- Ability to blend advisory perspective with portfolio management experience
- Strong relationship management and client communications skills
- Collaborative approach and track record of delivering exceptional client outcomes
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