Asset Management - Insurance Portfolio Manager - Vice President

About the role

The Global Fixed Income, Currency and Commodities team (GFICC) at J.P. Morgan Asset Management is one of the world's deepest and best-resourced fixed income managers, with expertise across all major fixed income sectors, including niche markets. As an Insurance Portfolio Manager, you will oversee all aspects of multi-sector investment grade fixed income portfolios for insurance company clients. You will partner closely with a dedicated insurance-focused portfolio management team to set portfolio strategy and positioning, monitor risk metrics, and ensure portfolios are implemented effectively and efficiently. With significant direct client interaction, you will customize portfolios to meet their unique business needs.

Responsibilities

• Actively manage insurance client portfolios to meet client-specific objectives, accounting for unique guidelines and constraints.
• Partner with fellow Insurance PMs to determine relative value within and between sectors and convert those views into portfolio actions (sector allocations, security selection, and risk positioning).
• Collaborate with the Strategy & Analytics team to design client-appropriate portfolios.
• Own portfolio implementation, ensuring alignment to client guidelines and risk targets.
• Present GFICC's investment process and market insights to current clients and prospects; communicate portfolio positioning, performance drivers, and risk exposures clearly and concisely.
• Respond promptly and thoroughly to client inquiries; provide high-quality, defensible analysis and written commentary as needed.
• Partner with a wide range of internal teams to improve portfolio management processes and enhance operational efficiencies.
• Further the team's efforts to incorporate AI and optimization into the portfolio management process, identifying high-impact use cases, partnering with quantitative/technology stakeholders, and helping to operationalize tools into day-to-day workflows.

Requirements

• 3+ years' experience managing institutional fixed income portfolios.
• Strong communication skills to interact with clients and internal partners.
• Self-motivation and sound judgment; ability to work independently while escalating issues appropriately and proactively.
• Team orientation with ability to proactively present investment ideas to the PM team.
• Ability to manage complex and potentially conflicting client priorities often under tight time constraints.
• Bachelor's Degree.

Preferred Qualifications

• Experience managing insurance fixed income portfolios.
• CFA designation or post-graduate business degree.
• Experience analyzing and managing corporate and securitized bonds.
• Experience with optimization techniques, quantitative portfolio tools, and/or applied AI/ML in an investment context.

Benefits

• Comprehensive health care coverage.
• On-site health and wellness centers.
• Retirement savings plan.
• Backup childcare.
• Tuition reimbursement.
• Mental health support.
• Financial coaching.

Pay

Competitive total rewards package including base salary determined based on the role, experience, skill set, and location. 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.

About Us

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.

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.