Asset Management - LDI (Liability Driven Investing) Fixed Income Investment Specialist, Executive Director

Posted Yesterday
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New York, NY
Hybrid
Senior level
Financial Services
The Role
The role requires partnering with pension clients to develop and deliver LDI solutions, responding to inquiries, representing investment strategies, and managing product oversight initiatives. Strong capital markets knowledge and experience with risk assessment and fixed income products are essential, alongside effective communication and interpersonal skills.
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Job Description
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. Global Fixed Income, Currency and Commodities manages a broad range of strategies, through funds and/or separate 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.
As an LDI (Liability Driven Investing) Fixed Income Investment Specialist within the Global Fixed Income, Currency and Commodities team (GFICC) at J.P. Morgan Asset Management, you will be a key player in developing and delivering LDI solutions to meet our clients' objectives. You will have the opportunity to work closely with pension clients and represent long duration and LDI strategies. This role requires a deep understanding of the financial service industry, strong capital markets acumen, and the ability to effectively communicate on a wide range of relevant topics. You will also be responsible for positioning/messaging product with the goal of promoting new business and providing superior client service.
Job Responsibilities

  • Partner with clients and prospects to develop and deliver LDI solutions to meet their objectives.
  • Respond to ad hoc questions and analysis requests on LDI solutions.
  • Represent investment teams and strategies to internal partners, prospects and existing clients.
  • Positioning/messaging product with the goal of driving new business and providing superior client service.
  • Demonstrate strong capital markets acumen with an ability to communicate effectively on a wide range of relevant topics including the macroeconomic environment, industry trends, and current events
  • Demonstrate strong partnership with portfolio managers and other investors.
  • Work independently, but sit within a team that shares a common goal.
  • Work with product strategy, product development and other internal groups to oversee existing products and new product initiatives.
  • Take initiative and lead projects, which requires a strong partnership with the team, strong people management skills and a strategic mindset.


Required qualifications, capabilities and skills

  • 8+ years of experience and significant capital markets experience and a strong understanding of the financial service industry are required.
  • Deep experience with and knowledge of LDI strategies and solutions
  • Strong understanding of pension liabilities and approaches to managing pension ALM risk
  • Prior experience developing and delivering custom liability hedging solutions
  • Prior experience in project management and driving strategic initiatives
  • Strong understanding of fixed income products and services and strong ability to assess risk and comfortable with risk taking
  • Strong written communication, interpersonal and presentation skills
  • Strong understanding of investment performance, performance composites and attribution and understanding of advisory/model delivery relationships
  • Deep understanding of the end-to-end process for client on-boarding including negotiating Investment Management Agreements, Fee Schedules, Client Reporting and Investment Guidelines.
  • Undergraduate degree
  • Series 7 & 63


Preferred qualifications, capabilities and skills

  • Experience with cashflow matching and/or derivative overlays preferred


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. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and 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.

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JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands.

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