Asset Management, Multi-Asset Solutions, Models Investment Specialist, Associate​/Vice President

The Multi-Asset Solutions (MAS) team at J.P. Morgan Asset Management (JPMAM) brings over 50 years of expertise in managing multi-asset portfolios and delivers customized, cross-asset class solutions tailored to institutional and retail clients.

As an Investment Specialist in the Asset Management Multi-Asset Solutions team, you will support the US Advisory Models business through a blend of client‑facing, analytical, and reporting work. You will engage in capital markets, asset allocation, and content creation in a fast‑paced environment, requiring clear communication skills and meticulous attention to detail.

• Present market and investment insights covering macroeconomic trends, tactical asset allocation, and diversification strategies, articulating model portfolio views to internal sales partners and external clients.
• Serve as coverage contact for the investment specialist team, managing client reporting, fielding inquiries, and resolving issues for the MAS retail business with a focus on Model Portfolios.
• Respond independently to ad‑hoc data requests and reporting needs.
• Coordinate with Sales, Global Strategic Relationships, and RFP teams to address client requirements using product expertise.
• Represent the Investment Solutions team on various ad‑hoc projects and ensure consistent delivery of accurate information to clients and internal teams.
• Create high‑quality written content on products and markets for client communications.
• Analyze client portfolios (returns, risk, performance attribution, etc.) and prepare portfolio proposals and presentations for review meetings.
• Communicate key selling points of products and market trends to stakeholders.
• Support the development and execution of organizational objectives.
• Collaborate with sales teams to train advisors on market talking points, product knowledge, and implementation strategies.

• Knowledge of investment design and portfolio construction; strong market acumen.
• Strong relationship‑building skills, flexibility, and teamwork across various teams.
• 3+ years of experience in the financial industry.
• Excellent organizational skills and ability to manage multiple simultaneous tasks.
• Ability to deliver results in a timely and accurate manner under tight deadlines.
• Intellectual curiosity and willingness to question the status quo.
• Series 7, Series 63, and SIE licenses required.

• Interest in pursuing a CFA; possible sponsorship after one year.
• Prior experience in finance or related fields.

We offer a competitive total rewards package, including base salary, commission‑based pay, and discretionary incentive compensation. Eligible employees may also receive cash, forfeitable equity, and a range of benefits such as comprehensive health‑care coverage, on‑site wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental‑health support, financial coaching, and more.

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. We do not discriminate on the basis of any protected attribute and make reasonable accommodations for applicants’ or employees’ religious practices, mental‑health or physical‑disability needs.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans.