US Fixed Income & Multi-Asset Manager, Research Associate
J.P. Morgan, New York, NY, United States
Join a global team building a best‑in‑class fixed income investment platform for the world’s top Private Bank as a Senior Associate.
Key Responsibilities
Research, select, and monitor fixed income investment managers, with emphasis on evaluating investment process, team, philosophy, and performance
Present recommendations to investment committee and other internal stakeholders
Conduct manager due diligence meetings, preparing focused agendas, identifying inconsistencies between stated process and portfolio positioning, and producing clear, committee-ready meeting notes and recommendation memos
Proactively source new investment opportunities within relevant universes, assessing how potential additions complement or overlap with existing manager allocations
Partner with portfolio managers, portfolio strategy, and asset class leaders to ensure manager recommendations align with broader platform objectives
Communicate investment processes clearly to internal stakeholders, clients, and external managers
Required Qualifications
3–6 years of hands‑on investment experience within asset or wealth management, credit research (buy‑side or sell‑side), investment consulting, manager research at an institutional allocator, or similar roles
Strong knowledge or interest in fixed income markets
Superior writing and presentation skills — this role produces committee‑level work product and requires the ability to communicate complex analysis clearly, precisely, and with appropriate nuance
Critical thinking and constructive skepticism — comfort pushing past marketing narratives, flagging risks, and distinguishing between genuine alpha and market beta
Strong interpersonal skills with the ability to represent the Private Bank externally in manager meetings and across internal teams
Quantitative competence with the ability to translate data into actionable investment conclusions
Preferred Qualifications
Deep familiarity with at least one fixed income sector (municipals, securitized, high yield, leveraged loans); background in fixed income research, credit research or portfolio management
CFA or CAIA designation, or demonstrated progress toward completion
Benefits
We offer a competitive total rewards package including base salary determined by role, experience, skill set, and location. Eligible employees may receive commission‑based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity. Additional 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. Full compensation and benefit details are provided during the hiring process.
Equal Opportunity
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. 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. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans.
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Key Responsibilities
Research, select, and monitor fixed income investment managers, with emphasis on evaluating investment process, team, philosophy, and performance
Present recommendations to investment committee and other internal stakeholders
Conduct manager due diligence meetings, preparing focused agendas, identifying inconsistencies between stated process and portfolio positioning, and producing clear, committee-ready meeting notes and recommendation memos
Proactively source new investment opportunities within relevant universes, assessing how potential additions complement or overlap with existing manager allocations
Partner with portfolio managers, portfolio strategy, and asset class leaders to ensure manager recommendations align with broader platform objectives
Communicate investment processes clearly to internal stakeholders, clients, and external managers
Required Qualifications
3–6 years of hands‑on investment experience within asset or wealth management, credit research (buy‑side or sell‑side), investment consulting, manager research at an institutional allocator, or similar roles
Strong knowledge or interest in fixed income markets
Superior writing and presentation skills — this role produces committee‑level work product and requires the ability to communicate complex analysis clearly, precisely, and with appropriate nuance
Critical thinking and constructive skepticism — comfort pushing past marketing narratives, flagging risks, and distinguishing between genuine alpha and market beta
Strong interpersonal skills with the ability to represent the Private Bank externally in manager meetings and across internal teams
Quantitative competence with the ability to translate data into actionable investment conclusions
Preferred Qualifications
Deep familiarity with at least one fixed income sector (municipals, securitized, high yield, leveraged loans); background in fixed income research, credit research or portfolio management
CFA or CAIA designation, or demonstrated progress toward completion
Benefits
We offer a competitive total rewards package including base salary determined by role, experience, skill set, and location. Eligible employees may receive commission‑based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity. Additional 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. Full compensation and benefit details are provided during the hiring process.
Equal Opportunity
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. 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. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans.
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