Investment Product Specialist [Multiple Positions Available]
J.P. Morgan
Duties: Serve as the U.S. equity specialist for Latin America, acting as the subject matter expert on equity fund offerings within the Private Bank platform. Support client advisors and investors in delivering equity portfolio solutions, focusing on third-party mutual funds, ETFs, and internal discretionary strategies. Leverage global and regional equity strategy views to contextualize fund recommendations and guide equity allocation decisions. Collaborate with the equity investment strategy and due diligence teams to identify and promote high-conviction fund ideas. Maintain close coordination with trading and structuring desks to support more tailored client solutions. Prepare fund-related marketing and educational materials for internal and external use. Lead presentations on equity markets and investment opportunities for ultra-high-net-worth clients.
QUALIFICATIONS:
Minimum education and experience required: Bachelor's degree in Business Administration, Finance, Economics or related field of study plus 7 years (84 months) of experience in the job offered or as Investment Product Specialist, Equity Strategist, Cross Asset Analyst, Equity Strategy Analyst, or related occupation.
Skills Required: This position requires three (3) years of experience with the following: analyzing equity market trends to provide actionable investment recommendations to clients; identifying high-conviction fund ideas and constructing tailored equity fund solutions; communicating equity market views and fund strategy insights; preparing and presenting educational materials that synthesize market outlooks and investment opportunities for ultra-high-net-worth clients; advising on equity fund selection, portfolio positioning, and tactical allocation decisions across global equity markets; presenting investment cases and market outlooks.
Job Location: 270 Park Ave, New York, NY 10017.
Full-Time. Salary: $188,000 - $285,000 per year.
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
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.
Serve as the U.S. equity specialist for Latin America, acting as the subject matter expert on equity fund offerings within the Private Bank platform. Support client advisors and investors in delivering equity portfolio solutions, focusing on third-party mutual funds, ETFs, and internal discretionary strategies.