Asset Management - International Equities Investment Specialist - Executive Director
JPMorganChase · New York, NY
- On site
- Full-time
- $200,000 / year
- New York, NY
Job highlights
- Represent international equity investment strategies globally.
- Drive business growth and client satisfaction.
- Collaborate with portfolio managers and internal teams.
- Communicate market trends and capital markets acumen.
- Manage client onboarding and agreements.
About the role
International Equities Investment Specialist Executive Director
The International equity investment specialist role sits within the International Equity business. The International Equity Group oversees approximately $240b in client assets for institutions and individual investors throughout the world.
The primary function of the investment specialist role is to represent investment teams and strategies to internal partners, prospects and existing clients. The investment specialist is responsible for positioning/messaging product with the ultimate goal of driving business both in terms of new business and providing superior client service.
As the International Equities Investment Specialist within the International Equity business, you will represent our strategies across various client types and investment wrappers. You will collaborate with portfolio managers, client advisors, and many internal teams, including RFP, Marketing, Product Strategy, and Account Management, to promote business growth and deliver superior client service.
Key Responsibilities
- Act as a key representative for multiple investment teams and strategies to internal partners, prospects, and existing clients across both institutional and advisor businesses.
- Foster strong partnerships with portfolio managers, research analysts, and other investors to align strategies and achieve common goals.
- Develop and deliver compelling product messaging to drive new business, retain existing assets, and enhance client satisfaction.
- Demonstrate strong capital markets acumen, effectively communicating on macroeconomic environments, industry trends, and current events.
- Lead new product initiatives, requiring consensus building across product development, distribution management, and portfolio management.
- Oversee the end-to-end client onboarding process, including negotiating investment management agreements, fee schedules, client reporting, and investment guidelines.
Required Qualifications, Capabilities And Skills
- 8+ years of significant capital markets experience with a strong understanding of the financial services industry.
- Series 7 & 63 will be required.
- Proven experience in presenting in front of large audiences.
- Demonstrated ability in project management and driving strategic initiatives.
- Strong understanding of international equities.
- Exceptional written communication.
- Proficient in investment performance, performance composites, attribution, and advisory/model delivery relationships.
- Authorization to work permanently in the U.S.
Preferred Qualifications, Capabilities And Skills
- CFA or comparable preferred.
- Python preferred.
- Self-motivated, confident, and a team player with strong people management skills and a strategic mindset.
- Creative and collaborative approach to problem-solving, with flexibility to tailor messages based on audience and market conditions.
- Strong interpersonal skills for effective liaison with numerous groups within JPMAM.
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.
Key skills/competency
- International Equities Investment Specialist
- Capital Markets
- Financial Services Industry
- Investment Strategies
- Client Service
- Product Messaging
- New Business Development
- Client Onboarding
- Performance Attribution
- Portfolio Management
Skills & topics
- International Equities Investment Specialist
- Executive Director
- Asset Management
- Investment Specialist
- Capital Markets
- Financial Services
- Client Relations
- Portfolio Management
- Investment Strategy
- JPMorganChase
How to get hired
- Tailor your resume: Highlight 8+ years of capital markets experience and international equities knowledge.
- Showcase presentation skills: Emphasize proven experience presenting to large audiences.
- Demonstrate strategic thinking: Include examples of project management and strategic initiative leadership.
- Prepare for interviews: Be ready to discuss your understanding of financial services and international markets.
- Highlight relevant licenses: Mention Series 7 & 63, and CFA if applicable.
Technical preparation
Behavioral questions
Frequently asked questions
- What are the key responsibilities for an International Equities Investment Specialist at JPMorgan Chase?
- The key responsibilities include representing investment teams and strategies to internal partners, prospects, and clients, fostering partnerships with portfolio managers, developing compelling product messaging, communicating capital markets acumen, leading new product initiatives, and overseeing client onboarding processes.
- What qualifications are required for the International Equities Investment Specialist role at JPMorgan Chase?
- Required qualifications include 8+ years of capital markets experience, strong understanding of the financial services industry and international equities, proven presentation skills, project management ability, and authorization to work permanently in the U.S. Series 7 & 63 licenses are also required.
- Are there preferred qualifications for this role at JPMorgan Chase?
- Yes, preferred qualifications include a CFA or comparable designation, and proficiency in Python. Strong people management skills, a strategic mindset, and a creative, collaborative approach to problem-solving are also preferred.
- How does JPMorgan Chase approach diversity and inclusion in its hiring process for roles like the International Equities Investment Specialist?
- JPMorgan Chase is an equal opportunity employer that highly values diversity and inclusion. They do not discriminate based on protected attributes and make reasonable accommodations for applicants' and employees' needs.
- What is the scope of assets managed by the International Equity Group at JPMorgan Chase?
- The International Equity Group oversees approximately $240 billion in client assets for institutions and individual investors worldwide.
- What kind of career growth opportunities can an International Equities Investment Specialist expect at JPMorgan Chase?
- As an Executive Director, this role offers significant opportunities for career advancement within J.P. Morgan Asset & Wealth Management, including leadership roles and expanding influence across global investment strategies.