What are the responsibilities and job description for the Wealth Management, Global Investment Strategist, US Wealth Management position at JPMorganChase?
Job Description
The Global Investment Strategy team is focused on macro and market themes that impact investors. The team formulates and communicates market and economic perspectives to clients, the media and internal constituents, while also relating key market developments to the positioning within managed portfolios. Led by the firm’s Global Head of Investment Strategy, the team helps our clients make better, more informed investment decisions, while enabling our advisors to access new clients and build stronger relationships with existing clients.
The Role
As a Global Investment Strategist, you will be responsible for helping to develop the strategy narrative, deliver market insights to investors, and engage with business priorities for J.P. Morgan’s Wealth Management business. You will not only have prior experience in macro research as an economist or strategist, but must also be an outstanding writer and presenter, and able to both educate and entertain a range of client and advisor types.
Job Responsibilities
JPMorganChase, 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 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.
The Global Investment Strategy team is focused on macro and market themes that impact investors. The team formulates and communicates market and economic perspectives to clients, the media and internal constituents, while also relating key market developments to the positioning within managed portfolios. Led by the firm’s Global Head of Investment Strategy, the team helps our clients make better, more informed investment decisions, while enabling our advisors to access new clients and build stronger relationships with existing clients.
The Role
As a Global Investment Strategist, you will be responsible for helping to develop the strategy narrative, deliver market insights to investors, and engage with business priorities for J.P. Morgan’s Wealth Management business. You will not only have prior experience in macro research as an economist or strategist, but must also be an outstanding writer and presenter, and able to both educate and entertain a range of client and advisor types.
Job Responsibilities
- Deliver our cross-asset class investment views, via client presentations, publications or product-oriented marketing programs.
- Work closely with Wealth Management’s senior leadership, Investment Specialists, Capital Markets Solutions (CMS) and Managed Solutions & Strategies personnel to develop topical and relevant materials for presentation to clients and prospects.
- Support the marketing and servicing of discretionary and capital markets products for clients and prospects located in the United States.
- Participate in the formulation of macro-based strategy views and research across all asset classes – equities, rates, credit, commodities and foreign exchange.
- Respond to developing macro-economic or geopolitical situations in relation to J.P. Morgan Wealth Management’s view, proactively and reactively.
- Provide Investment Specialists and CMS personnel with guidance comparing, contrasting and, when necessary, acknowledging conflicting discretionary strategy positioning which will arise from time to time.
- Work closely with Marketing, the successful candidate will be relied upon to research, create, and author original thought leadership which will be used to create pieces such as short articles, white papers, videos, audio casts, client calls, presentations and infographics.
- Act as a critical ‘public face’ of J.P. Morgan Wealth Management, responsible for sharing our macroeconomic views, high conviction investment themes and portfolio construction insights with clients and prospects across the United States.
- Travel will be necessary for the role, as in addition to client meetings, the successful candidate will be required to speak at numerous client events and roadshows.
- A Bachelor’s degree or higher is required.
- Strong client skills as frequent interaction with our clients will be required.
- Superb written and verbal communication skills, as well as the proven ability to effectively convey ideas with passion and clarity (simplify the complex with the use of stories, anecdotes and analogies).
- Writing samples, examples of research or other materials are welcome.
- Intellectual curiosity and the ability to generate insightful and relevant investment ideas backed by rigorous research.
- Strong understanding of financial markets and economics; candidate should be well-versed in capital markets history and economic indicators, as well as equity, fixed income, international, emerging markets, currency, asset allocation, and alternative asset classes.
- Familiarity with statistical packages, Bloomberg, FactSet, Reuters, Microsoft Office, etc.
- Advanced degrees or designations related to Finance or Economics.
- Media training and/or experience a plus.
JPMorganChase, 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 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.
Salary : $150,000 - $285,000