Wealth Management, Global Investment Strategist, US Wealth Management

Location: New York, NY, United States

Job Family: Product Development

About the Role

JPMorgan Chase & Co. is a leading global financial services firm with assets of $3.7 trillion and operations worldwide, committed to helping clients achieve their ambitions through innovative wealth management solutions. As a Wealth Management, Global Investment Strategist in US Wealth Management, you will join the esteemed Global Investment Strategy Team in New York, playing a pivotal role in shaping investment strategies for high-net-worth individuals and families. This position within the Product Development category offers the opportunity to influence cutting-edge investment products while leveraging JPMorgan's vast resources in research, technology, and market access. Reporting to the Head of US Investment Strategy, you will contribute to a dynamic environment where strategic insights drive client success and firm growth. In this role, you will lead the development of tailored investment strategies that address the unique needs of US wealth management clients, incorporating macroeconomic analysis, asset class expertise, and forward-looking market scenarios. Your responsibilities will include conducting rigorous research on US and global economic trends, collaborating with cross-functional teams to innovate product offerings such as customized portfolios or alternative investment vehicles, and delivering actionable insights through high-impact reports and presentations. At JPMorgan Chase, you will work alongside top-tier professionals, utilizing proprietary tools and data to ensure strategies are robust, compliant, and aligned with the firm's commitment to responsible investing, including ESG considerations. The ideal candidate thrives in a collaborative, high-stakes setting and is passionate about the intersection of finance, technology, and client-centric innovation. This position not only offers exposure to senior leadership and global opportunities but also the chance to make a tangible impact on how JPMorgan Chase empowers clients to navigate complex financial landscapes. With a focus on continuous learning and professional growth, you will be part of a culture that values integrity, excellence, and inclusion, positioning you for long-term success within one of the world's most respected financial institutions.

Key Responsibilities

• Develop and refine investment strategies tailored to US wealth management clients, focusing on portfolio optimization and risk management
• Conduct in-depth market research and analysis on economic indicators, geopolitical events, and sector-specific trends
• Collaborate with the Global Investment Strategy Team to create thought leadership content, including market outlooks and whitepapers
• Advise on product development initiatives, such as new investment funds or advisory tools for JP Morgan's wealth management platform
• Monitor portfolio performance and provide strategic recommendations to portfolio managers and client advisors
• Engage with internal stakeholders, including sales teams and research analysts, to align strategies with client needs
• Present investment insights to senior leadership and external clients through reports, presentations, and seminars
• Stay abreast of regulatory changes in the US financial landscape and ensure compliance in strategy formulation
• Contribute to the integration of technology-driven solutions, like AI analytics, into investment strategy development
• Support global coordination efforts by incorporating international market perspectives into US-focused strategies

Required Qualifications

• Bachelor's degree in Finance, Economics, Business Administration, or a related field
• Minimum of 5 years of experience in investment strategy, wealth management, or financial analysis within the financial services industry
• Strong understanding of US capital markets, macroeconomic trends, and investment vehicles such as equities, fixed income, and alternatives
• Proven track record in developing investment strategies for high-net-worth clients or institutional investors
• Excellent analytical skills with proficiency in financial modeling and data interpretation
• CFA (Chartered Financial Analyst) designation or equivalent certification
• Ability to work collaboratively in a fast-paced, global team environment

Preferred Qualifications

• Advanced degree (MBA or Master's in Finance) from a top-tier institution
• Experience at a bulge-bracket investment bank or wealth management firm like JP Morgan Chase
• Familiarity with ESG (Environmental, Social, and Governance) investing principles
• Prior involvement in product development for wealth management solutions
• Series 7 and 63 licenses or equivalent regulatory qualifications

Required Skills

• Advanced financial modeling and valuation techniques
• Proficiency in Excel, Bloomberg, or FactSet for market data analysis
• Macroeconomic forecasting and quantitative analysis
• Knowledge of asset allocation and portfolio theory
• Strong written and verbal communication for report writing and presentations
• Critical thinking and problem-solving in complex market scenarios
• Team collaboration and cross-functional project management
• Regulatory compliance awareness in wealth management
• Data visualization tools like Tableau or Power BI
• Understanding of behavioral finance and client psychology
• Risk assessment and mitigation strategies
• Adaptability to evolving market conditions
• Strategic planning and innovation in product development
• Interpersonal skills for stakeholder engagement
• Attention to detail in financial reporting

Benefits

• Competitive base salary and performance-based annual bonuses
• 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, such as tuition reimbursement and access to internal training programs
• Employee stock purchase plan and other financial wellness benefits
• Wellness programs including gym memberships and mental health support
• Flexible work arrangements and commuter benefits for New York-based employees

JP Morgan Chase is an equal opportunity employer.