US Fixed Income & Multi-Asset Manager Research, VP
About the role
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. We are seeking a Vice President with a focus on fixed income funds, ETFs and separate accounts. This individual will play a critical role in manager research, investment underwriting, and ongoing monitoring across a variety of fixed income sectors. The role serves as a key point of contact for external asset managers and contributes directly to investment committee recommendations. 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.
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