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JPMorganChase

Asset Management - Fixed Income Portfolio Manager - Associate

Reposted 3 Days Ago
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Hybrid
Columbus, OH
Mid level
Hybrid
Columbus, OH
Mid level
The role involves designing and managing fixed income portfolios, executing trades, analyzing market conditions, and participating in strategic discussions with clients.
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Job Description
Join the Global Fixed Income Currency and Commodities team (GFICC) at J.P. Morgan Asset Management, a leading fixed income manager with expertise across major sectors and niche markets. Our shared research language, combining fundamental, quantitative valuation and technical inputs, facilitates the comparison of ideas across sectors and geographies. We manage 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. The Customized Bond Portfolio Team (CBP) within the Global Fixed Income Currency & Commodities (GFICC) group has over $180 billion in fixed income assets under management. The client base consists of Institutional, Private Bank, High Net Worth, and Retail clients.
As a portfolio manager within The Customized Bond Portfolio Team (CBP) within the Global Fixed Income Currency & Commodities (GFICC) group of J.P. Morgan Asset Management, you assist in designing, constructing and implementing separately managed account fixed income portfolios. You will have expertise in securitized asset (Mortgage-Backed, Asset-Backed, Commercial Mortgage- Backed) markets/sectors and instruments, to generate relative value ideas that can be implemented in the construction of diversified (risk and duration) portfolios appropriate for specific client needs.
Job Responsibilities
  • Fixed income investing with focus on limiting downside risk, individual security selection and price valuation in efficiencies in the market
  • Under the supervision of senior portfolio managers, responsible for developing and implementing strategic asset allocation and optimized portfolios which outperform client defined benchmarks utilizing relative value, macro and microeconomic analysis
  • Provide analysis of portfolio positioning, sector allocations and key risk metrics
  • Determine account & portfolio suitability of securities for participation in investment recommendations
  • Study market commentary, research opinions, and economic forecasts to assist in determining tactical investment strategy
  • Actively participate and represent the platform's philosophy, process & strategy styles at client, consultant and internal meetings
  • Participate in the planning and development of new business processes

Required qualifications, capabilities and skills
  • Idea generation and implementation in risk budgeting, analysis, portfolio sector allocations and trading skills are all important to success in this position
  • Experience trading securitized (Mortgage Backed, Asset Backed, Commercial Mortgage- Backed) fixed income securities
  • Strong aptitude to identify and minimize investment/business risk
  • Strong verbal & written communication skills required.
  • Team focused, detailed oriented and process focused individual
  • Excellent decision making and problem solving skills, requiring only limited guidance and oversight
  • Ability to manage complex and at times conflicting priorities and constraints in at times a high stress environment
  • Strong aptitude in desktop technology/productivity tools such as Excel. VBA, Python or other coding
  • Minimum 3+ years of Industry experience with 1 year experience in a similar role.
  • Bachelor's degree in Business, Finance, Economics or Mathematics.

Preferred qualifications, capabilities and skills
  • CFA designation and/or a postgraduate degree
  • Experience with portfolio management tools such as Bloomberg, Yield Book, Intex, InvestorTools Perform preferred

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
Intex
Investortools Perform
Python
VBA
Yield Book

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