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职位JPMorgan Chase

Asset Management, Customized Bond Portfolios (CBP), Investment Specialist, Executive Director

JPMorgan Chase

Asset Management, Customized Bond Portfolios (CBP), Investment Specialist, Executive Director

JPMorgan Chase

LONDON, LONDON, United Kingdom, GB

·

On-site

·

Full-time

·

2mo ago

必备技能

Excel

Join a world-class fixed income team where your expertise shapes investment solutions for clients worldwide. At JPMorgan Chase, you’ll collaborate with portfolio managers and distribution teams, deepen your market knowledge, and drive impactful client engagement. You’ll have the opportunity to lead, innovate, and grow your career in a dynamic, inclusive environment. We value your passion for fixed income and your ability to translate complex strategies into compelling client narratives.

Job Summary:

As an Investment Specialist in the Customized Bond Portfolios team within Global Fixed Income, Currency and Commodities, you will act as a key representative for international fixed income strategies. You will partner closely with portfolio managers, sales teams, and clients to deliver portfolio insights, develop marketing content, and drive business growth. Your role will involve analyzing portfolios, leading client meetings, and supporting product development and sales strategies. You will help ensure our investment capabilities are clearly communicated and effectively positioned in the market.

Job responsibilities

  • Represent international fixed income strategies and collaborate with portfolio managers and the Investment Specialist team.

  • Engage with sales teams across distribution channels to develop and execute distribution strategies.

  • Analyze portfolio positioning, analytics, and performance results to provide actionable insights.

  • Develop dynamic marketing content to position strategies in evolving market environments.

  • Lead client meetings, including pitches, portfolio reviews, and internal strategy sessions.

  • Serve as the primary point of contact for clients on market and investment matters.

  • Partner with client advisors to pursue new business opportunities and facilitate RFPs and pitch decks.

  • Maintain a deep understanding of fixed income investment portfolios and communicate insights effectively.

  • Build and maintain strong relationships with investment desks, clients, and distribution teams.

Required qualifications, capabilities, and skills

  • Extensive knowledge and experience in global fixed income markets and sectors, especially international strategies.

  • Proven track record in developing business across retail and institutional investor segments.

  • Excellent responsiveness and problem-solving skills with high attention to detail.

  • Ability to work proactively and creatively in a collaborative team environment.

  • Strong interpersonal and presentation skills, with the ability to engage clients and colleagues at all levels.

  • Ability to excel in a fast-paced environment and prioritize multiple deliverables.

  • Dynamic and credible communicator with excellent presentation skills.

  • Demonstrated leadership skills.

Preferred qualifications, capabilities, and skills

  • Advanced degree or certification, such as MBA or CFA.

  • Experience with separately managed accounts.

  • Strong knowledge of Bloomberg, PowerPoint, and advanced Excel.

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关于JPMorgan Chase

JPMorgan Chase

JPMorgan Chase & Co. is an American multinational banking institution headquartered in New York City and incorporated in Delaware. It is the largest bank in the United States, and the world's largest bank by market capitalization as of 2025.

300,000+

员工数

New York City

总部位置

$500B

企业估值

评价

3.8

10条评价

工作生活平衡

3.2

薪酬

4.1

企业文化

3.8

职业发展

3.0

管理层

2.5

65%

推荐给朋友

优点

Good benefits and compensation

Supportive and collaborative environment

Flexible work arrangements

缺点

Long hours and heavy workload

Management issues and lack of direction

High stress during peak times

薪资范围

41个数据点

Junior/L3

Mid/L4

Senior/L5

Junior/L3 · Analytics Solutions Associate

1份报告

$139,000

年薪总额

基本工资

$107,000

股票

-

奖金

-

$139,000

$139,000

面试经验

5次面试

难度

3.0

/ 5

时长

14-28周

录用率

40%

体验

正面 20%

中性 80%

负面 0%

面试流程

1

Application Review

2

HireVue Video Interview

3

Recruiter Screen

4

Superday/Panel Interview

5

Final Interview

6

Offer

常见问题

Behavioral/STAR

Technical Knowledge

Culture Fit

Past Experience

Case Study