Asset Management- US Equities Investment Specialist - Executive Director

Location: New York, NY, United States

Job Family: Client Advisory

About the Role

J.P. Morgan Asset Management is seeking an accomplished Executive Director to lead our US Equity Active Core Group in New York, NY. In this pivotal role, you will spearhead the management of a $200 billion portfolio, delivering active equity strategies tailored to the needs of global institutional clients and team member investors. As a key member of the Client Advisory team, you will drive investment decisions that capitalize on US market opportunities, leveraging J.P. Morgan's renowned research and analytics capabilities to generate alpha while mitigating risks in a dynamic financial landscape. Your leadership will involve overseeing a talented team of portfolio managers and analysts, fostering innovation in core equity approaches such as blended growth-value strategies. You will conduct rigorous fundamental research, monitor macroeconomic indicators, and integrate ESG factors to align with client mandates. Client engagement is central, where you will provide expert advisory services, articulate portfolio performance insights, and build enduring relationships with sophisticated investors, all while upholding J.P. Morgan's commitment to transparency and excellence in asset management. This position demands a strategic visionary with a proven history in equities, capable of navigating regulatory complexities and market volatilities. At J.P. Morgan Chase, you will contribute to a firm-wide culture of integrity and innovation, benefiting from world-class resources and collaborative global networks. Join us to shape the future of US equity investing and advance the firm's position as a leader in financial services.

Key Responsibilities

• Lead and oversee the US Equity Active Core Group, managing a $200 billion portfolio for global institutional clients and team member investors
• Develop and implement active equity investment strategies to achieve superior risk-adjusted returns
• Collaborate with portfolio managers to conduct in-depth fundamental analysis of US equities across sectors
• Engage with key institutional clients to provide tailored investment advisory services and performance reporting
• Drive innovation in equity research methodologies, incorporating macroeconomic trends and market dynamics
• Mentor and develop a team of investment professionals, fostering a culture of excellence and collaboration
• Ensure compliance with J.P. Morgan's risk management frameworks and regulatory requirements
• Represent J.P. Morgan Asset Management in industry forums, client meetings, and internal strategy sessions
• Monitor portfolio performance metrics and adjust strategies to align with client objectives and market conditions
• Contribute to business development initiatives to grow assets under management in the US equities space

Required Qualifications

• Bachelor's degree in Finance, Economics, Business Administration, or a related field; MBA or advanced degree preferred
• Minimum of 15 years of progressive experience in asset management, with at least 10 years focused on US equities
• Proven track record of managing large-scale equity portfolios exceeding $100 billion in assets under management
• Deep expertise in active equity strategies, including core, growth, and value investing approaches
• Strong regulatory knowledge of SEC, FINRA, and global financial compliance standards
• Experience leading high-performing investment teams in a global financial institution
• CFA charter or equivalent professional certification required

Preferred Qualifications

• Prior leadership role in a top-tier asset management firm managing institutional client portfolios
• Experience with ESG integration in US equity strategies
• Advanced proficiency in quantitative analysis and portfolio optimization tools
• International exposure to global institutional investors and cross-border equity markets
• History of thought leadership through publications or speaking engagements in equities

Required Skills

• Expertise in US equity markets and fundamental analysis
• Proficiency in portfolio management and risk assessment tools (e.g., Bloomberg, FactSet)
• Strong quantitative modeling skills using Excel, Python, or R
• Excellent communication and presentation abilities for client interactions
• Leadership and team-building capabilities in high-stakes environments
• Deep knowledge of financial regulations and compliance in asset management
• Analytical thinking for macroeconomic forecasting and sector rotation
• Strategic planning for long-term investment strategy development
• Client relationship management and advisory expertise
• Adaptability to volatile market conditions and emerging trends
• Attention to detail in performance attribution and reporting
• Collaboration skills for cross-functional teams within J.P. Morgan
• Innovation in integrating technology into investment processes
• Ethical decision-making aligned with fiduciary responsibilities
• Time management to balance multiple portfolio and client demands

Benefits

• Competitive base salary and performance-based bonus structure
• Comprehensive health, dental, and vision insurance plans
• 401(k) retirement savings plan with generous company matching
• Paid time off, including vacation, sick days, and parental leave
• Professional development opportunities, including tuition reimbursement and CFA support
• Wellness programs with gym memberships and mental health resources
• Employee stock purchase plan and financial planning services
• Hybrid work flexibility and relocation assistance for eligible roles

JP Morgan Chase is an equal opportunity employer.