Current jobs related to Portfolio Strategist, Portfolio Advisory Group, Associate - Brooklyn, New York - JPMorganChase

  • Strategic Portfolio Director

    5 days ago

    Brooklyn, New York, United States InnovateEDU Full time

    About InnovateEDU:InnovateEDU is a national nonprofit organization dedicated to catalyzing education transformation by bridging gaps in data, policy, practice, and research to center the needs of the field in accelerating innovation towards an equitable, inclusive, and radically different future for all learners.The organization is currently seeking a...

  • Loan Portfolio Manager

    5 days ago

    Brooklyn, New York, United States Ponca City Development Authority Full time

    Job Summary:As a Loan Portfolio Manager at Ponca City Development Authority, you will be responsible for developing and maintaining a portfolio of commercial loans. This includes monitoring risk ratings, anticipating potential problems, and ensuring proper loan structuring. You will also be responsible for sourcing and developing new loan relationships, as...

  • Asset Portfolio Manager

    1 month ago

    Brooklyn, New York, United States Mai Placement Full time

    Job OverviewWe are seeking a detail-oriented and proactive Asset Manager with a strong foundation in finance or accounting to oversee the acquisition, management, and disposition of a diverse portfolio of assets, ensuring optimal returns and risk management.Key Responsibilities:Manage and optimize the performance of the company's asset portfolio.Conduct...

  • Asset Portfolio Manager

    3 weeks ago

    Brooklyn, New York, United States Mai Placement Full time

    Job OpportunityAsset ManagerBrooklyn, NY100-200k+We are seeking a detail-oriented and proactive Asset Manager with a strong foundation in finance or accounting. The Asset Manager will be responsible for overseeing the acquisition, management, and disposition of a diverse portfolio of assets, ensuring optimal returns and risk management.Key...

  • Insurance Portfolio Growth Leader

    1 week ago

    Brooklyn, New York, United States Runyon Design Full time

    About the RoleWe are seeking a seasoned Insurance Portfolio Growth Leader to join our leadership team at Runyon Design. As a key member of our team, you will be responsible for leading the growth of our insurance practice, guiding teams to deliver exceptional design work across the insurance space, and cultivating deep design partnerships across the...

  • Consumer Advisory Board Program Associate

    5 days ago

    Brooklyn, New York, United States StateJobsNY Full time

    Job Summary: We are seeking a highly skilled and dedicated Consumer Advisory Board Program Associate to join our team. The ideal candidate will have a strong background in human services and experience working with individuals with developmental disabilities.Key Responsibilities:Advocate for adults with intellectual and developmental disabilitiesEvaluate...

  • Digital Marketing Strategist

    5 days ago

    Brooklyn, New York, United States The Fesco Group Full time

    Digital Marketing StrategistThe Fesco Group is seeking a highly skilled Digital Marketing Strategist to develop and implement our long-term digital marketing strategy and short-term advertising initiatives. Reporting to our Senior Management Team & CEO, this role requires enhancing brand / product awareness, driving traffic to the company's website, and...

  • Program Associate for Consumer Advisory Board

    5 days ago

    Brooklyn, New York, United States New York State Civil Service Full time

    Job SummaryWe are seeking a highly motivated and experienced Program Associate for Consumer Advisory Board to join our team at New York State Civil Service. The successful candidate will be responsible for advocating for adults with intellectual and developmental disabilities, evaluating individual needs, and monitoring quality of service provisions.Key...

  • Senior Account Strategist

    1 week ago

    Brooklyn, New York, United States twelveNYC Full time

    About Us:TwelveNYC is a leading design and manufacturing company that creates inspiring merchandise and packaging for top brands. We combine our expertise with a global supply chain to turn innovative ideas into successful realities.Position Summary:As a Senior Account Strategist, you will lead the development and execution of strategic plans to drive client...

  • Creative Director, Packaging Design

    4 weeks ago

    Brooklyn, New York, United States The Fesco Group Full time

    Job Title: Creative Director, Packaging DesignWe are seeking a highly creative and experienced Creative Director, Packaging Design to lead our packaging design team. The successful candidate will have a strong portfolio of packaging design work and experience working in a fast-paced environment.Job Description:The Fesco Group is a leading manufacturer,...

  • Quantitative Research Analyst

    5 days ago

    Brooklyn, New York, United States Brooklyn Investment Group Full time

    At Brooklyn Investment Group, we're pushing the boundaries of artificial intelligence and investment portfolio optimization. As a quantitative research analyst, you'll be working with our team of experts to develop and implement cutting-edge strategies that drive results.Key Responsibilities:Derive insights from large datasets to improve investment...

  • Quantitative Research Analyst

    4 weeks ago

    Brooklyn, New York, United States Brooklyn Investment Group Full time

    Unlock the Power of Data-Driven InvestingBrooklyn Investment Group, a pioneering SEC-registered Investment Adviser, is seeking a highly skilled Quantitative Research Analyst to join its team of 15+ quant investors, machine learning researchers, and software engineers.As a key member of our research team, you will work closely with senior researchers to...

  • Side Project Strategist and Community Leader

    3 days ago

    Brooklyn, New York, United States Fud Full time

    We are a thriving start-up company seeking a Side Project Strategist and Community Leader to join our dynamic community. As a Side Project Strategist and Community Leader, you will be responsible for driving the growth and development of our community by researching, sharing, and mentoring others to achieve success with their Side Projects and Side Hustles. ...

  • Benefits Portfolio Manager

    5 days ago

    Brooklyn, New York, United States Hire Standard Staffing Full time

    Empowering Families Through Financial SecurityGlobe Life is seeking a Benefits Account Manager to help families safeguard their assets and secure their futures. As a key member of our team, you will engage with clients to understand their financial goals, present tailored solutions, and maintain industry knowledge to offer the best advice.Key...

  • Packaging Design Director

    4 weeks ago

    Brooklyn, New York, United States The Fesco Group Full time

    Job OpportunityThe Fesco Group, a leading manufacturer, distributor, and wholesaler of consumer electronics products, is seeking a highly creative and experienced Art Director to lead a team of packaging designers. The successful candidate will be responsible for creating distinctive and eye-catching physical packaging that drives consumer decision-making...

  • Warehouse Associate

    2 weeks ago

    Brooklyn, New York, United States Union Square Events Full time

    Job SummaryJob Title: Warehouse AttendantLocation: Wholesale st 4th Floor, Brooklyn, NYJob Type: Full-timeHours: Sunday through Thursday, 6:00 am to 2:00 pmAbout Us: Union Square Events is a culinary and operations leader in the hospitality industry, partnering with a diverse portfolio of best-in-class clients.Responsibilities:Receive, store, and distribute...

  • Creative Visual Strategist

    1 week ago

    Brooklyn, New York, United States Strova Ventures LLC Full time

    Graphic Design GuruJob Type: Full-timeLocation: Brooklyn, NYSalary Range: $130,000 - $160,000 per yearAt Strova Ventures LLC, we believe design is the key to transforming and inspiring. We're seeking a Graphic Design Guru to join our creative team, where inspiration will be fulfilled. As a Graphic Design Guru, projects will be your domain, creating stunning...

  • Porter/Groundskeeper

    2 weeks ago

    Brooklyn, New York, United States MMS Group Full time

    Job OpportunityMMS Group is seeking a skilled Porter/Groundskeeper to maintain the cleanliness and upkeep of two residential buildings in Brooklyn, NY.Key Responsibilities:Daily cleaning of common areas, including dusting, sweeping, mopping, and emptying garbageReporting notable concerns, such as vandalism or maintenance issues, to the Maintenance...

  • Senior Content Strategist

    5 days ago

    Brooklyn, New York, United States iPullRank Full time

    iPullRank is a digital marketing agency based in New York City, founded by industry thought leader Michael King.Our mission is to drive results for our clients by delivering marketing work that we can be proud of.We're a nimble group that believes the best idea can come from anyone in the company, and we're always after the best idea.We're looking for a...

  • Visual Communications Designer

    1 week ago

    Brooklyn, New York, United States Runyon Design Full time

    About the RoleWe're seeking a talented Visual Communications Designer to join our team at Runyon Design. As a key member of our design studio, you'll be responsible for crafting compelling visual stories that drive growth and engagement for our clients.Your primary focus will be on developing clear and compelling presentation decks, sketching concepts, and...

Portfolio Strategist, Portfolio Advisory Group, Associate

4 months ago

Brooklyn, New York, United States JPMorganChase Full time

Job Description
J.P. Morgan Asset & Wealth 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.
As a Portfolio Strategist on the the Portfolio Advisory Group, you will help bring together asset allocation, portfolio construction, implementation advice, and transition guidance to design portfolios that are specifically tailored for our Clients. The team provides objective guidance across all asset classes, and discretionary and non-discretionary investment solutions, including SMAs, Mutual Funds, ETFs, Alternatives, and single names.
The team is primarily based in New York, with regional Specialist teams in London and Hong Kong.
Job Responsibilities

  • Operate as a subject matter expert across discretionary and non-discretionary solutions, including portfolio construction, investment philosophy and approach, macro views, strategic positioning, underlying investment vehicles, performance, etc.
  • Serve as an architect in the advice of combining strategies within a portfolio (the blending of strategies) according to client goals, preferences, liquidity, and risk level
  • Partner with the local leadership team in driving long-term flows across the coverage region
  • Partner with Advisors to understand their client base, identify opportunities for new business growth and retention, and prepare for and participate in client and prospect meetings
  • Educate Advisors through various presentations and discussions (e.g. Regional Calls, Market Huddles, global Morning Meetings, 4:30s, Office Hours); help train new Advisors on how J.P. Morgan builds portfolios
  • Serve as a go-to resource for Client events and meetings related to asset allocation and portfolio construction, portfolio implementation, and markets-related content
    • Engage proactively in the investments dialogue directly with various investment teams (e.g. CIO, Portfolio Managers, Due Diligence, Strategy, etc.)

Required Qualifications, Skills and Capabilities:

  • 2 years of relevant experience in direct investing or client portfolio management at an Asset Management firm, Wealth Manager, Investment Bank, or Institutional Investor (e.g. Sovereign Wealth Fund, Endowment)
  • Excellent communication, presentation, and public speaking skills to clearly and passionately articulate our investment process and views to a wide variety of stakeholders (from one-on-one meetings to larger audiences)
  • Passion for global financial markets, with strong technical skills
  • Demonstrated aptitude for sales and client relationship management
  • Superior multi-tasking ability, with strong organizational skills, attention to detail, and creativity
  • Positive outlook and pro-active disposition in communication style
  • Experience across asset classes and with both discretionary and non-discretionary solutions
  • Good judgment and discretion working with highly confidential information

Preferred Qualifications, Skills and Capabilities:

  • CFA or desire to achieve CFA highly encouraged

J.P. Morgan Wealth Management Solutions comprises a workforce of more than 2500 professionals spanning across 50 cities globally. Within WM Solutions, diversity is not only a fundamental necessity, but a business imperative and we are committed to building an equitable workforce that represents the communities we serve. We understand the importance of inclusion, work-life balance, and our robust benefits (including comprehensive parental leave offerings, inclusive family building programs, and discounted childcare) reflect the wide-ranging needs of our increasingly diverse workforce. WM Solutions also fosters a culture of active engagement in our Business Resource Groups (BRGs), which serve as supportive networks for employees to share, develop and create community together.
About Us
JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans
About the Team
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.