Investment Portfolio Manager, Vice President

Join JPMorgan Chase as a Portfolio Manager and be a part of the Retirement Plan Investment Group, within the Chief Investment Office, is responsible for managing and advising on $80 billion of retirement and benefit assets that relate to current and former JPMorgan Chase employees.

The Group’s work is centered on the investments of the JPMorgan Chase Retirement Plan, the JPMorgan Chase 401(k) Savings Plan, and benefit related assets.

The Group is keenly focused on generating attractive risk adjusted returns on these investments, recognizing that many of them play an important role in our colleagues’ ability to save for retirement.

The Group oversees investment strategies that span the full spectrum of global asset classes, including public equities, fixed income, private equity, real estate, and infrastructure.

Job Description :

As a Portfolio Manager, Vice President within the Retirement Plan Investment Group, you will assist in management and oversight of the investment strategies within the equity component of the Firm’s Retirement and 401K Plans, and will report to the group’s equity portfolio manager.

To be successful in this role, you should have a strong quantitative and qualitative analytical skills, and a solid understanding of capital markets and complex investment strategies, with demonstrated ability and success in formulating market views, screening and analyzing investment strategies, and overall portfolio construction.

Job Responsibilities :

• Assist with the research and due diligence of potential public equity investment managers, including screening, selection and ongoing monitoring related to both existing and prospective investment manager strategies.
• Proactively identify, source, research and evaluate new investment strategies for possible inclusion in the portfolio, and assist in the end-to-end investment process, including developing investment thesis and associated guidelines for new investments
• Assist in the regular monitoring of portfolio investments, including investment performance, assessing management teams, and conducting regular portfolio reviews
• Prepare investment reports and presentations (both standard and ad hoc) for internal stakeholders, including the investment committee and senior management
• Identify and mitigate investment risks through thorough analysis and scenario modeling
• Develop and effectively communicate market related views

Required Qualifications, Skills, and Capabilities :

• Bachelor degree in accounting, finance, economics
• Minimum of 7 years of related investment due diligence experience
• Demonstrated quantitative and qualitative analytical skills
• Proficiency with Microsoft Office products
• Proficient in the use of portfolio attribution and risk analytics systems (., Factset, BARRA, Axioma, Bloomberg)
• Strong problem solving and project management skills, well-proven track record of performing complex assignments under tight deadlines while maintaining superior quality of work product
• Direct experience in conducting due diligence on public equity oriented separate account, mutual fund or commingled fund strategies
• Ability to effectively collaborate and establish strong, working relationships (at all levels) both internal and external with excellent analytical, written, and oral presentation skills
• Intellectual curiosity; strong understanding of Global Capital Markets
• Oriented to continuous risk management and process / productivity improvement
• Must be results driven, with an attention to detail, and a best practices mind-set & Must be self-motivated, and able to work both independently and as part of a team and Comfortable at being challenged and respectfully challenging others, and have the demonstrated capacity to work effectively in a team environment

Preferred Qualifications, Skills, and Capabilities :

• Working knowledge of Python & Matlab is a plus
• MBA or CFA designation is preferred
30+ days ago