U.S. Private Bank – Investment Specialist – Vice President

Location: Austin, TX, United States

Job Family: Investors

About the Role

At JP Morgan Chase, we are a leading global financial services firm with a proud history of innovation and client focus. The U.S. Private Bank – Investment Specialist – Vice President role in our Austin, TX office offers an exciting opportunity to join a dynamic team of specialists who leverage deep investments knowledge to advise high net worth clients. As part of the Investors category, you will play a pivotal role in delivering tailored investment solutions that align with clients' financial objectives, drawing on JP Morgan's unparalleled resources in research, asset management, and global markets. This position is ideal for seasoned professionals passionate about wealth preservation and growth in a collaborative, high-performance environment. In this role, you will work closely with Private Bank advisors to craft sophisticated investment strategies, incorporating equities, fixed income, alternatives, and sustainable investing options. You will analyze market trends, perform portfolio reviews, and provide actionable insights to help clients navigate complex economic landscapes. By integrating JP Morgan's proprietary tools and institutional expertise, you will ensure recommendations are both innovative and prudent, fostering trust and long-term partnerships with ultra-high net worth individuals and families. Compliance and risk management will be integral to your daily responsibilities, upholding the firm's commitment to ethical standards and regulatory excellence. We value professionals who thrive in a client-centric culture and contribute to JP Morgan's mission of empowering economic progress. This Vice President-level position offers significant growth potential within our esteemed Private Bank, with opportunities to influence strategic initiatives in the vibrant Austin market. If you have a proven track record in investment advisory and a dedication to exceptional service, join us to shape the financial futures of our most valued clients.

Key Responsibilities

• Collaborate with Private Bank advisors to develop and implement customized investment strategies for high net worth clients
• Conduct in-depth market analysis and provide investment recommendations aligned with client goals and risk tolerance
• Monitor portfolio performance and adjust allocations to optimize returns while managing risk
• Educate clients on investment opportunities, economic trends, and JP Morgan's proprietary research insights
• Partner with JP Morgan's global investment teams to access institutional-grade products and strategies
• Ensure compliance with regulatory requirements and internal policies in all advisory activities
• Build and maintain strong relationships with clients to support long-term wealth preservation and growth
• Participate in client meetings, seminars, and events to enhance JP Morgan's brand in the Austin market
• Leverage technology platforms to deliver data-driven investment advice and reporting

Required Qualifications

• Bachelor's degree in Finance, Economics, Business Administration, or a related field
• Minimum of 7 years of experience in investment management, wealth advisory, or financial services
• Series 7 and 66 (or equivalent) securities licenses required
• Proven track record in advising high net worth clients on investment strategies
• Strong understanding of U.S. capital markets, asset allocation, and risk management
• CFA charter or progress toward completion strongly preferred

Preferred Qualifications

• Advanced degree such as MBA or Master's in Finance
• Experience working with ultra-high net worth individuals in a private banking environment
• Knowledge of alternative investments including private equity and hedge funds
• Prior role at a top-tier financial institution like JP Morgan Chase or similar
• Fluency in financial modeling and portfolio analysis tools

Required Skills

• Investment analysis and portfolio construction
• Financial modeling and valuation techniques
• Risk assessment and mitigation strategies
• Client relationship management
• Market research and economic forecasting
• Regulatory compliance knowledge (SEC, FINRA)
• Communication and presentation skills
• Analytical thinking and problem-solving
• Team collaboration in a fast-paced environment
• Proficiency in financial software (e.g., Bloomberg, FactSet)
• Strategic planning for wealth management
• Attention to detail in reporting and documentation
• Adaptability to evolving market conditions
• Ethical decision-making in high-stakes scenarios
• Technical proficiency in Microsoft Office Suite and CRM tools

Benefits

• Competitive base salary and performance-based annual bonus
• Comprehensive health, dental, and vision insurance plans
• 401(k) retirement savings plan with generous company match
• Paid time off including vacation, sick days, and parental leave
• Professional development programs and tuition reimbursement for certifications like CFA
• Access to JP Morgan's employee stock purchase plan and financial wellness resources
• On-site fitness centers and wellness programs at select locations
• Relocation assistance for eligible candidates moving to Austin, TX

JP Morgan Chase is an equal opportunity employer.