Asset Management - Corporate Bond Portfolio Manager - Customized Bond Portfolios

Posted 2 Days Ago
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New York, NY
Hybrid
Mid level
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role
As a Portfolio Manager, you will oversee separately managed account corporate bond portfolios, participate in investment and construction decisions, and collaborate with credit research teams. Responsibilities include client presentations, sector positioning, and security selection.
Summary Generated by Built In

Job Description
The Global Fixed Income, Currency and Commodities team (GFICC) at J.P. Morgan Asset Management is one of the world's deepest and best-resourced fixed income managers, with expertise across all major fixed income sectors, including niche markets. Every investment decision in our fixed income solutions is underpinned by the proprietary research of a globally integrated team of sector specialists. Our shared research language, combining fundamental, quantitative valuation and technical inputs, facilitates the comparison of ideas across sectors and geographies. Global Fixed Income, Currency and Commodities manages a broad range of strategies, through funds and/or separate accounts, including broad market, long duration, stable value, intermediate high yield, emerging market debt, short and ultra-short duration, global bonds, structured products, mortgages and tax-aware strategies. J.P. Morgan Asset Management's Customized Bond Portfolio (CBP) team resides within GFICC and manages more than $160 billion of separately managed accounts across corporate bonds, broad markets, municipal bonds, and preferred equity.
As a Portfolio Manager within the taxable CBP team, you will be responsible for designing, constructing, and overseeing separately managed account (SMA) corporate bond portfolios. You will work closely with a team of experienced portfolio managers, fundamental credit research analysts and traders to determine portfolio construction, sector and issuer positioning, and identify investment recommendations. You will also be required to present before existing and prospective clients, presenting broad market color as well as the team's investment philosophy and objectives.
Job Responsibilities

  • Manage portfolio with an active role in the investment and portfolio construction decisions for new and existing separately managed accounts, including sector positioning and security selection
  • Partner with clients to develop customized fixed income portfolios across Investment Grade and High Yield asset classes
  • Collaborate with our credit research teams to identify market trends, analyze individual credits and assess relative value across securities
  • Present our investment strategy and process to clients and prospects, including current market insight and views; performance reviews
  • Partner with a wide range of teams and partners to improve portfolio management processes and enhance efficiencies


Required qualifications, capabilities and skills

  • Minimum 4 years of corporate bond portfolio management and/or research experience
  • Strong knowledge of investment grade and high yield corporate credit markets
  • Excellent data and analytical skills. Experienced with Excel.
  • Experience using Bloomberg
  • Demonstrates strong drive to pick up tasks and learn quickly
  • Adaptable, innovative, team player, and results-oriented, with an ability to bring proactive solutions to the broader PM team
  • Excellent responsiveness and problem-solving skills with a high attention to detail
  • Must possess exceptional communication skills both written and oral and be able to communicate their thoughts to external clients and internal partners
  • Energetic and decisive, with a high level of integrity


Preferred qualifications, capabilities and skills

  • Strong preference for individuals with prior fundamental credit research experience (investment grade/high yield)
  • CFA designation
  • VBA, Python, or other coding experience a plus
  • Experience with portfolio management tools such as Bloomberg, Investortools/Perform
  • Experience managing separately managed accounts


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, paid in the form of cash and/or forfeitable equity, 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.
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.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
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.

Top Skills

Bloomberg
Excel
Python
VBA

What the Team is Saying

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The Company
HQ: New York, NY
289,097 Employees
Hybrid Workplace
Year Founded: 1799

What We Do

JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands.

Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products.

Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com.

©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.

Why Work With Us

Our technologists work on a diverse range of solutions that include strategic technology initiatives, big data, mobile, electronic payments, machine learning, cybersecurity, enterprise cloud development, and other state-of-the-art technologies.

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