Wealth Management, Institutional Investment Solutions, Family Office Multi-Asset Portfolio Manager

About the role

Institutional Investment Solutions (“IIS”) is a highly specialized global team of seasoned investment professionals within J.P. Morgan Wealth Management Solutions, managing over $50 billion in customized multi-asset solutions for Family Offices. The investment solutions range from bespoke multi-asset discretionary portfolios to tailored single asset class mandates. IIS designs, implements, and delivers these solutions by leveraging the full breadth of J.P. Morgan Asset & Wealth Management's investment capabilities—drawing on both in-house expertise and leading external managers. The senior investment team averages over 20 years of experience, with backgrounds in Family Office CIO teams and institutional portfolio management at leading Asset Managers. Expertise spans long-term investing, including strategic asset allocation, portfolio construction, and comprehensive cross-asset class analysis, as well as advising on investment governance frameworks, investment policy, and institutionalizing wealth for future generations.

Responsibilities

• Partner closely with U.S. Private Bank Advisors to deliver IIS's specialized capabilities to the largest and most sophisticated Family Office clients.
• Delivering Advice and Custom Investment Solutions: Understand each Family Office client's investment plan, goals, and objectives; develop customized tax-aware investment strategies aligned with long-term vision; identify opportunities to provide advice and introduce J.P. Morgan's full suite of investment solutions.
• Holistic Asset Allocation and Portfolio Construction: Advise on establishing comprehensive asset allocation policies and constructing robust, diversified portfolios; provide guidance on best practices for investment policy and governance to ensure effective long-term wealth management.
• Deliver Investment Insights: Act as a thought leader by sharing J.P. Morgan's latest investment insights with clients and advisors; organize and participate in roundtables, speak at client events, and contribute to educational forums to keep clients informed and engaged with current market perspectives and opportunities.
• Deepening engagement with Family Offices: Drive new business and regional growth by engaging advisors, leading client events and campaigns, collaborating on new opportunities, and participating in new business opportunities.

Required Qualifications, Capabilities and Skills

• At least 15 years of investment experience gained within a Family Office Chief Investment Office or through direct work with these clients.
• Deep expertise in managing multi-asset portfolios, with a strong emphasis on alternative investments and tax-aware investing strategies.
• Ability to blend the advisory perspective of an Investment Consultant with the portfolio management experience of an asset manager.
• Excellence at delivering holistic advice, designing complex investment solutions, and communicating effectively with sophisticated clients and internal partners.
• Collaborative approach, strong relationship management, and a passion for delivering exceptional client outcomes.
• This role will cover clients mostly in the South/South East, with moderate travel required.