US Fixed Income & Multi-Asset Manager, Research Associate

About the role

Join a global team building a best-in-class fixed income investment platform for the world's top Private Bank as a Senior Associate. JPMorgan Asset & Wealth Management, with $2.8 trillion in client assets, is a global leader in investment and wealth management. The firm serves institutions, high-net-worth individuals, and retail investors across all major markets and invests across equities, fixed income, alternatives, multi-asset, and money markets. The Manager Solutions team is responsible for the research, selection, and ongoing monitoring of asset managers used across Global Wealth Management investment programs. The team supports a global client base and operates across New York, London, and Mumbai.

Responsibilities

• Research, select, and monitor fixed income investment managers, with emphasis on evaluating investment process, team, philosophy, and performance
• Present recommendations to investment committee and other internal stakeholders
• Conduct manager due diligence meetings, preparing focused agendas, identifying inconsistencies between stated process and portfolio positioning, and producing clear, committee-ready meeting notes and recommendation memos
• Proactively source new investment opportunities within relevant universes, assessing how potential additions complement or overlap with existing manager allocations
• Partner with portfolio managers, portfolio strategy, and asset class leaders to ensure manager recommendations align with broader platform objectives
• Communicate investment processes clearly to internal stakeholders, clients, and external managers

Requirements

• 3–6 years of hands-on investment experience within asset or wealth management, credit research (buy-side or sell-side), investment consulting, manager research at an institutional allocator, or similar roles
• Strong knowledge or interest in fixed income markets
• Superior writing and presentation skills — this role produces committee-level work product and requires the ability to communicate complex analysis clearly, precisely, and with appropriate nuance
• Critical thinking and constructive skepticism — comfort pushing past marketing narratives, flagging risks, and distinguishing between genuine alpha and market beta
• Strong interpersonal skills with the ability to represent the Private Bank externally in manager meetings and across internal teams
• Quantitative competence with the ability to translate data into actionable investment conclusions

Preferred Qualifications

• Deep familiarity with at least one fixed income sector (municipals, securitized, high yield, leveraged loans); background in fixed income research, credit research or portfolio management
• CFA or CAIA designation, or demonstrated progress toward completion

Qualifications

• 3–6 years of hands-on investment experience within asset or wealth management, credit research (buy-side or sell-side), investment consulting, manager research at an institutional allocator, or similar roles
• Strong knowledge or interest in fixed income markets
• Superior writing and presentation skills — this role produces committee-level work product and requires the ability to communicate complex analysis clearly, precisely, and with appropriate nuance
• Critical thinking and constructive skepticism — comfort pushing past marketing narratives, flagging risks, and distinguishing between genuine alpha and market beta
• Strong interpersonal skills with the ability to represent the Private Bank externally in manager meetings and across internal teams
• Quantitative competence with the ability to translate data into actionable investment conclusions

Skills

• Strong research and analytical skills
• Excellent communication and presentation skills
• Ability to manage multiple tasks and priorities
• Knowledge of fixed income markets and investment principles

Benefits

Our total rewards package includes 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.

Pay

Base salary determined based on the role, experience, skill set and location. 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.

Schedule

Full-time position.