Asset Management - Investment Specialist, Municipals - Managing Director
JPMorgan Chase · New York City
The Global Fixed Income, Currency and Commodities team (GFICC) at J.P. Morgan Asset Management is one of the world's deepest and best-resourced fixed income managers, with expertise across all major fixed income sectors, including niche markets. Every investment decision in our fixed income solutions is underpinned by the proprietary research of a globally integrated team of sector specialists.
Our shared research language, combining fundamental, quantitative valuation and technical inputs, facilitates the comparison of ideas across sectors and geographies. GFICC manages a broad range of strategies through funds and separately managed 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 Portfolios (CBP) group within GFICC manages approximately $200 billion in Separately Managed Account (SMA) assets across municipal bonds, government securities, corporate credit, high yield, preferreds, international fixed income, and multi-sector strategies.
Job Summary
As a Municipals Investment Specialist within the CBP team, you will serve as the senior client facing representative for J.P. Morgan Asset Management's Municipal Bond SMA platform, representing approximately $100 billion in municipal SMA assets. You will represent the investment team on business-related matters, including client servicing, business development, investment communications, distribution strategy, thought leadership, content creation, product development, and asset growth initiatives. A key priority for this role will be supporting the continued growth of the Municipal business across third-party channels, including wealth management platforms, registered investment advisors (RIAs), intermediaries, and institutional investors.
Job Responsibilities
- Serve as the lead Investment Specialist and primary representative for the Municipal Bond
platform within Customized Bond Portfolios. - Collaborate closely with portfolio managers on broad platform, prospects, existing
accounts, and strategic growth initiatives. - Engage with sales teams across distribution channels to jointly develop distribution
strategy and execute business development plans. - Drive initiatives designed to increase assets under management and strengthen the
franchise's presence across wealth management platforms, RIAs, broker-dealers, and
intermediary channels. - Develop and maintain relationships with key decision-makers across financial advisor
networks, consultant communities, and third-party distribution partners. - Analyze portfolios, including positioning, sector allocations, performance results, risk
analytics, and market opportunities. - Develop engaging, compelling, and dynamic marketing content, investment commentary,
and thought leadership to position strategies in an evolving market environment. - Partner with client advisors, consultants, and distribution on new business opportunities,
platform placements, RFPs, due diligence questionnaires, and presentations. - Operate as a business owner for the Municipal platform, identifying opportunities to
improve client experience, streamline business processes, and elevate the franchise.
Required Qualifications, Capabilities, and Skills
- 15+ years of experience in municipal fixed income.
- Bachelor's Degree.
- Series 7 and Series 63 licenses.
- Extensive knowledge and experience across municipal fixed income markets, tax-aware
investing, and separately managed account solutions. - Proven ability to build and maintain relationships with financial advisors, consultants,
wealth management platforms, and key distribution partners. - Strong understanding of portfolio construction, credit analysis, interest rate strategy,
duration management, municipal market dynamics, and performance attribution. - Exceptional interpersonal, presentation, and communication skills with the ability to
engage clients and colleagues at all levels. - Dynamic and credible professional with excellent written and verbal communication skills.
- Strong knowledge of Bloomberg, PowerPoint, and advanced Excel.
Preferred Qualifications, Capabilities, and Skills
- Advanced degree or certification, such as MBA or CFA.
- Investortools Perform experience.
- Python or related analytical programming experience is a plus.
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
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