Join a global team building a best-in-class fixed income investment platform for the world's top Private Bank as a Senior Associate.
JPMorgan Asset & Wealth Management, with $2.8 trillion in client assets, is a global leader in investment and wealth management. The firm serves institutions, high-net-worth individuals, and retail investors across all major markets and invests across equities, fixed income, alternatives, multi-asset, and money markets.
The Manager Solutions team is responsible for the research, selection, and ongoing monitoring of asset managers used across Global Wealth Management investment programs. The team supports a global client base and operates across New York, London, and Mumbai.
We are seeking a Senior Associate with a focus on fixed income funds, ETFs and separate accounts. This individual will play a critical role in manager research, investment underwriting, and ongoing monitoring across a variety of fixed income sectors. The role serves as a key point of contact for external asset managers and contributes directly to investment committee recommendations.
Key Responsibilities
- Research, select, and monitor fixed income investment managers, with emphasis on evaluating investment process, team, philosophy, and performance
- Present recommendations to investment committee and other internal stakeholders
- Conduct manager due diligence meetings, preparing focused agendas, identifying inconsistencies between stated process and portfolio positioning, and producing clear, committee-ready meeting notes and recommendation memos
- Proactively source new investment opportunities within relevant universes, assessing how potential additions complement or overlap with existing manager allocations
- Partner with portfolio managers, portfolio strategy, and asset class leaders to ensure manager recommendations align with broader platform objectives
- Communicate investment processes clearly to internal stakeholders, clients, and external managers
Required Qualifications
- 3-6 years of hands-on investment experience within asset or wealth management, credit research (buy-side or sell-side), investment consulting, manager research at an institutional allocator, or similar roles
- Strong knowledge or interest in fixed income markets
- Superior writing and presentation skills - this role produces committee-level work product and requires the ability to communicate complex analysis clearly, precisely, and with appropriate nuance
- Critical thinking and constructive skepticism - comfort pushing past marketing narratives, flagging risks, and distinguishing between genuine alpha and market beta
- Strong interpersonal skills with the ability to represent the Private Bank externally in manager meetings and across internal teams
- Quantitative competence with the ability to translate data into actionable investment conclusions
Preferred Qualifications
- Deep familiarity with at least one fixed income sector (municipals, securitized, high yield, leveraged loans); background in fixed income research, credit research or portfolio management
- CFA or CAIA designation, or demonstrated progress toward completion
ABOUT USJPMorganChase, 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. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of 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 & Co. is an Equal Opportunity Employer, including Disability/Veterans
ABOUT THE TEAMJ.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.
