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Discretionary Fixed Income Specialist
JPMorgan Chase & Co.
posted 8d ago
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Key skills for the job
Job Description
- Serve as a managed fixed income product expert in Asia, supporting the Asia Head of Discretionary Fixed Income
- Engage directly with investment teams, including portfolio managers and fund houses, to facilitate investment dialogues.
- Create and produce market-related presentation materials for forums like morning meetings and client sessions.
- Write portfolio commentary and prepare portfolio statistics summary for separately managed accounts
- Provide competitive insights to differentiate various fixed income strategies
- Partner with Advisors to understand client needs, identify growth opportunities, and participate in client meetings
- Communicate proactively with regional fixed income specialists to deliver timely insights
- Collaborate with the Fixed Income Strategy team to stay informed on market and economic insights
- Educate advisors through presentations and discussions, such as team huddles and regional calls
- Monitor industry flows, market trends, and the competitive landscape in managed fixed income products
- Minimum of 7 years of relevant experience, ideally in direct investing or client portfolio management at an Asset Management firm, Private Bank, Wealth Manager, or Institutional Investor
- Excellent communication, presentation, and public speaking skills to effectively articulate investment processes and views
- Proficiency in Bloomberg, Morningstar Direct, Microsoft Excel, PowerPoint, portfolio management system (PRISM) and coding (Python)
- Superior multi-tasking abilities, strong organizational skills, and attention to detail
- Experience with fixed income managed accounts, mutual funds, and both active and passive managers
- Proficiency in English, both spoken and written and Strong written and oral presentation skills to confidently convey market views and product ideas
- Degree in Finance/Economics and Chartered Financial Analyst (CFA) preferred
- Strong interest and passion for financial markets, international affairs, and geopolitical events, with a preference for fixed income market expertise
Employment Type: Full Time, Permanent
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