Jobs · Finance · New York

Wealth Management, Global Investment Strategist, Latin America and Global Families Group

JPMorganChase · New York, NY · 3 days ago
On-siteFinanceFull-time

Job Responsibilities

  • Serve as a senior voice on the LatAm & GFG Investment Strategy team, delivering the firm's macro and multi-asset views to clients and prospects through one-on-one meetings, roadshows, and large-scale events across the region.
  • Produce high-quality written content for both internal and external audiences — including recurring publications, thematic pieces, and market commentary — that translates the team's strongest convictions into clear, actionable insights.
  • Own and drive select content initiatives end-to-end (e.g., a flagship regional outlook, new content series, commercial initiatives), taking responsibility for narrative development, production cadence, and stakeholder coordination.
  • Engage with local media as a representative of the Private Bank's investment views, enhancing the firm's external profile and mindshare with clients and prospects.
  • Stress-test and enhance the firm's investment thinking through direct client interaction, feeding insights back to sharpen research and positioning.
  • Collaborate closely with the Head of Investment Strategy, portfolio and product specialists, asset class teams, and client-facing Investment and Advice teams to ensure alignment of views and relevance of messaging to the region's broader strategy.

Required Qualifications, Capabilities, And Skills

  • 8+ years of experience in financial markets, ideally as a macro/multi-asset strategist, economist, or senior research analyst on the buy-side or sell-side.
  • Demonstrated ability to synthesize complex macro and cross-asset themes into compelling, client-ready narratives.
  • Exceptional communication skills in English and Spanish and/or Portuguese (written and verbal), with media experience a plus.
  • Strong intellectual curiosity and the ability to form and articulate independent views on markets and economies.
  • Demonstrated experience with portfolio construction concepts and the ability to connect macro views to actionable investment solutions.
  • Ability to independently investigate and produce original analysis on key macro and investment themes.
  • Proficiency with market data and research tools (Bloomberg, FactSet, Haver, etc.) and Microsoft Office.
  • Direct experience in exploring the latest tools in investment technology and AI is a plus.

About Us

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, 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.

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.

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