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Fiduciary Investment Solutions – Portfolio Manager, Executive Director
senior · Asset Management
J.P. Morgan Institutional Investment Solutions
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, Endowments, Fiduciary and Defined Contribution Plans. The investment solutions we provide range from bespoke multi-asset discretionary portfolios to tailored single asset class mandates. IIS designs, implements, and manages 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.
Our expertise spans long-term investing, including strategic asset allocation, portfolio construction, and comprehensive cross-asset class analysis. Specifically, a Fiduciary Investment Solutions (FIS) PM has experience advising co-trustees and trust client’s on these matters in addition to tax budgeting, spending guidelines, and institutionalizing wealth for future generations.
Job Responsibilities:
As an experienced member of the Institutional Investment Solutions (IIS) team, the new hire will be part of the Fiduciary Investment Solutions team and partner closely with U.S. Private Bank Advisors to deliver JPM’s capabilities to our largest and most sophisticated fiduciary clients. They will serve as the primary portfolio manager for multi-asset solutions delivered to this client base.
Core Responsibilities:
Deepen Our Engagement with Fiduciary Relationships:
Drive new business and regional growth by engaging advisors, leading fiduciary initiatives, collaborating on new opportunities, and participating in new business opportunities.
Delivering Advice and Custom Investment Solutions:
The candidate will partner closely with co-trustees to understand trust considerations and preferences related to implementing an investment plan, and will develop and execute customized, tax-aware investment strategies aligned with their long-term vision. This includes identifying opportunities to provide advice and introduce J.P. Morgan’s full suite of investment solutions.
Holistic Asset Allocation and Portfolio Construction:
Advise fiduciary clients on establishing comprehensive asset allocation and constructing robust, diversified portfolios in accordance with trust documents and guidelines. Provide guidance on best practices for ongoing implementation, ensuring trusts have the framework needed for effective long-term wealth management.
Execution, Oversight and Client Communication:
Execute investment solutions in fiduciary accounts in accordance with their strategic plans. This includes managing a range of investment vehicles such as Discretionary Management accounts, Separately Managed Accounts, Hedge Funds and Private Investments. Conduct regular client investment reviews to validate trust objectives and prepare tailored recommendations.
Deliver Investment Insights:
Act as a thought leader by sharing J.P. Morgan’s latest investment insights with clients and advisors. This includes organizing and participating in advisor education, engaging with prospective clients and professional networks to ensure clients and prospects are informed and engaged with current market perspectives and opportunities.
Required Qualifications, Capabilities and Skills:
- At least 10 years of investment experience gained within Private Banking or broader financial services industry; experience working with trust clients is a plus.
- Strong communication skills in addition to sales / pitch experience.
- Experience in managing multi-asset portfolios is essential, along with deep knowledge of tax-aware investing strategies and alternatives.
- Excel at delivering holistic investment advice, designing complex investment solutions, and communicating effectively with sophisticated clients and internal partners.
- A collaborative approach, strong relationship management, and a passion for delivering exceptional client outcomes are critical for success in this role.
- Comfortable with west coast travel ~ 6x/year