Job Details
Job Description
The Global Aggregate team is responsible for managing client's assets that are benchmarked to Global multi-sector strategies, principally the Bloomberg Global Aggregate index. The team invest across interest rates, credit, securitized debt and FX strategies, leveraging the platform resources for security selection while managing top down portfolio construction, asset allocation, interest rate and FX risk.
The team has a proven track record in out-performing clients' benchmarks. They have seen significant asset growth in the past couple years on the back of global consultant buy ratings. They have also seen a broadening in the product range with new active ETF launches and carbon transition mandates. They are now looking for an experienced portfolio manager with strong quantitative analytical experience.
Job Summary
As a Global Aggregate Portfolio Manager you will primarily be responsible for initiating and implementing quantitative solutions for the Global Aggregate team, supported by research from GFICC's quantitative research analysts. As part of the team you will also be expected to contribute to the broader investment process.
Key aspects of the role include being the primary conduct with JP Morgan's internal ETF capital markets team and external Authorized Participants; driving the integration of portfolio optimization tools into the investment process; developing and managing existing quantitative factor-based investment strategies in dedicated portfolios and leading their integration to the broader GFICC platform.
Job Responsibilities
Preferred qualifications, capabilities and skills
About Us
J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
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.
The Global Aggregate team is responsible for managing client's assets that are benchmarked to Global multi-sector strategies, principally the Bloomberg Global Aggregate index. The team invest across interest rates, credit, securitized debt and FX strategies, leveraging the platform resources for security selection while managing top down portfolio construction, asset allocation, interest rate and FX risk.
The team has a proven track record in out-performing clients' benchmarks. They have seen significant asset growth in the past couple years on the back of global consultant buy ratings. They have also seen a broadening in the product range with new active ETF launches and carbon transition mandates. They are now looking for an experienced portfolio manager with strong quantitative analytical experience.
Job Summary
As a Global Aggregate Portfolio Manager you will primarily be responsible for initiating and implementing quantitative solutions for the Global Aggregate team, supported by research from GFICC's quantitative research analysts. As part of the team you will also be expected to contribute to the broader investment process.
Key aspects of the role include being the primary conduct with JP Morgan's internal ETF capital markets team and external Authorized Participants; driving the integration of portfolio optimization tools into the investment process; developing and managing existing quantitative factor-based investment strategies in dedicated portfolios and leading their integration to the broader GFICC platform.
Job Responsibilities
- Manage and develop systematic factor-based investment strategies
- Integration and enhancement of the portfolio optimization tool
- Managing relationships with ETF Authorized Participants for the Global Aggregate Active ETF and passive Global Government Beta Builders.
- Contribute to the team and platform's fixed income investment views
- Monitoring and coverage of client portfolios to ensure they are conforming to investment strategy and client guidelines.
- Conduct portfolio performance reviews and participate in new business development opportunities with clients and prospects.
- Help to formulate asset allocation strategies for clients in conjunction with our Strategy & Analytics team.
- Work closely with our Asset Management Derivatives team to help build structured solutions for clients
- Leverage and work closely with the platform's sector specialists to ensure we are utilizing the widest investment opportunity set and implementing the best ideas for our client' portfolios.
Preferred qualifications, capabilities and skills
- Strong technical and analytical skills
- Fixed income and derivative experience
- Experience of factor-based investing and portfolio optimization
- Experience of ETFs desirable
- Knowledge of python and an ability to code is an advantage
- Demonstrate complex problem-solving capabilities.
- Drive and determination coupled with a strong results-orientated work ethic and a natural inclination towards a team based collaborative environment is critical in this job
- Strong team player with great communication and relationship skills
- Attention to detail in a fast moving and demanding environment
About Us
J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
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.
