The Asset Management Derivatives team (AMD) is a global center of excellence for derivatives portfolio management. The team operates in partnership with the whole of Asset Management in delivering derivative mandates to our clients both internal and external. This includes over $55bn of derivative overlay portfolios managed by the team.

 Job summary: 

As an Asset Management Derivatives Investment Specialist - Vice President within the Asset Management Derivatives team at J.P. Morgan Asset Management, you will actively engage in maintaining and developing relationships between the portfolio managers, external clients and distribution teams. You will represent the investment team on business-related matters, including, but not limited to marketing investment strategies, servicing clients, creating and maintaining compelling marketing materials, product development and sales/retention strategy. You should share our passion for creating an exceptional client experience and managing our business within a team-based structure. Your role is to know the portfolios you represent as if you were the portfolio manager. You should be fully integrated with the investment team to ensure a deep understanding of portfolios can be distilled and translated to internal partners and external clients alike. You will collaborate closely with portfolio managers, sales channels, and various internal support and operations groups. Your success in this role will be driven by your excellent communication skills and teamwork.

Job responsibilities:

·       Create and maintain client presentations, marketing materials, performance commentary, and other client communications in an evolving market environment

·       Lead client meetings, both external (client pitches and portfolio reviews) and internal (product development and strategy meetings)

·       Serve as the primary point of contact with the client on markets, investment matters, ensuring timely and accurate information delivery

·       Partner with client advisors to explore new business opportunities, representing derivatives capabilities in meetings, facilitating RFPs, developing pitch decks, and providing training

·       Develop an in-depth understanding of derivative investment portfolios to effectively communicate strategies, positioning, and performance results

·       Perform and support disciplined pipeline development, developing and cross-selling solutions to new sponsors and third parties

·       Work with broader global PM team in portfolio construction discussions and team strategy meetings

Required qualifications, capabilities, and skills:

·       5+ years of work experience in a client-focused role with an understanding of derivatives

·       Excellent responsiveness and problem-solving skills with high attention to detail

·       Strong knowledge of Bloomberg, PowerPoint, and advanced level of Excel

·       Series 7 & 63 licenses required 

·       Dynamic and credible professional who communicates with clarity and has excellent presentation skills

·       Exceptional time management with the ability to prioritize multiple deliverables

·       Demonstrated track record in developing business across a range of investor segments

Preferred qualifications, capabilities, and skills:

·       Advanced degree or certification, such as MBA or CFA preferred

·       Separately Managed Account and Investor tools/Perform system experience a plus

·       Python skillset would be additive

·       Bachelor’s degree in relevant field

·       Strong work ethic, detail oriented, eagerness to take initiative

·       Strong quantitative skills, including proficiency in basic financial calculations and a high aptitude with numbers