JPMorgan Chase Asset Management - Fixed Income - Client Portfolio Manager - Vice President/Executive Director in Indianapolis, Indiana
J.P. Morgan Asset & Wealth Management, with client assets of $2.4 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits .
The role is for a High Yield Client Portfolio Manager (CPM) within the Global Fixed Income & Currency department of J.P. Morgan Asset Management. The role will be based in Indianapolis, Indiana as part of a dedicated High Yield management team with approximately $30 billion invested primarily in U.S. and Global High Yield Debt and Leveraged Loans. These assets are delivered to a broad range of clients across the globe in separate accounts, mutual funds and other forms of commingled and unitized vehicles.
The High Yield CPM will be expected to develop a deep knowledge of the High Yield team’s products and strategies (personnel, investment process, positioning and markets) which will allow her or him to drive new product development and represent the team, its portfolios, products and strategies to internal and external clients and distribution channels.
The High Yield CPM responsibilities can be summarized into the following areas:
Pitch and Win new business - Internal and external marketing, Request for Proposals (RFPs), new business pitches, consultant meetings, strong partnership with distribution channels.
Service and retain existing client relationships - Ensure that portfolios are managed consistent with the guidelines, risk tolerance and objectives of the client. Work with Client Advisors, Client Account Management, the alpha Portfolio Managers and other teams to manage and retain the clients through performance reviews, response to ad hoc requests and periodic communication relevant to client strategies and needs.
Product management - Thorough knowledge of relevant products, processes and strategies. Develop and maintain marketing materials, RFP language, train other CPMs to sell specific products and understand the marketplace and competitors.
Global coordination – Work with regional teams to ensure appropriate communication of changes to strategies, new product initiatives, and portfolio positioning. This is particularly relevant to Global High Yield strategies for international clients.
Risk Management – Coordinate with risk, transition manager, and advisors to ensure appropriate onboarding, mandates, client set-up, and ongoing risk monitoring
Advanced Fixed Income knowledge, particularly in High Yield
Strong interpersonal, communication and presentation skills
The ability to communicate complex material in a clear and concise manner
Industry experience, with a strong preference for portfolio management or trading experience
Strong educational background; CFA is a plus
A passion for building and maintaining a fixed income business
JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.