U.S. Private Bank - Associate - Investment Specialist; GIO

Job Description
This is an exciting opportunity for you to join a dynamic, diverse team within J.P. Morgan’s U.S. Private Bank. We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first‑class experience to clients.

GIO is an investment desk within the J.P. Morgan Private Bank that specializes in opportunistic, absolute return focused investment ideas across asset classes and markets. The desk covers some of the largest, most sophisticated, institutional‑like clients in the US Private Bank, including family offices, hedge fund managers and clients seeking active investment and brokerage dialogue.

As an Investment Specialist in the U.S. Private Bank, you will communicate market strategy and investment knowledge to clients and investment committees in portfolio reviews and investment forums. You will consult with clients to determine their portfolio objectives and long‑term asset allocations. The investment/product universe includes the entire spectrum of Wealth Management open architecture platform including Fixed Income, Equities, Alternatives and global Multi‑Asset mandates.

• Understand client's goals and objectives to develop and implement an investment plan
• Advise clients on holistic asset allocation, portfolio construction and tactical asset allocation shifts
• Execute investment solutions in client accounts in accordance with client plans. Such solutions include:
  Investment Management, Mutual Funds, Structured Products, Hedge Funds, Private Equity, Foreign Exchange, and execution of more traditional brokerage transactions.
• Conduct investment reviews with clients to validate the current investment objectives and prepare recommendations
• Participate in new business opportunities with Integrated Team Members and Senior Management
• Perform sales management, including coordination of RFPs, pitches, road shows, campaigns and proposals
• Interact with clients and prospects, understanding their issues, motivations and factors that are key for success

• Two or more years of experience in Wealth Management or Investment Management
• Series 7, 66 and Insurance licenses required for the position; unlicensed candidates considered, but must obtain licenses within 90 days of start date
• Strong knowledge of asset classes (fixed income, equities, and alternatives)

• Ability to interact effectively with various internal product partners, banking teams, risk and compliance, marketing, etc.
• Ability to provide mentorship and guidance to develop junior staff
• Ability to learn and effectively leverage J.P. Morgan’s platform, solutions, and investment philosophy

JPMorgan

Chase, 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…