Asset Management - Municipal Custom Bond Portfolios (CBP) Credit Analyst/Portfolio Manager - Vice President

Posted 6 Days Ago
Be an Early Applicant
New York, NY
Hybrid
Senior level
Financial Services
The Role
The Portfolio Manager will monitor municipal holdings in SMA strategies, making buy, sell, or hold recommendations based on credit research. The role involves collaboration with the Credit Research team to analyze market trends, managing portfolios, and providing research on municipal credits while ensuring compliance with internal guidelines.
Summary Generated by Built In

Job Description
The Global Fixed Income, Currency, and Commodities team (GFICC) at J.P. Morgan Asset Management is a leading fixed income manager with expertise across all sectors. Our investment decisions are backed by the proprietary research of a globally integrated team. We manage a wide range of strategies, including broad market, long duration, and emerging market debt, among others. The Customized Bond Portfolio (CBP) Team within GFICC manages over $170 billion in fixed income assets, with the Municipal Bond team managing $80 billion across investment grade municipal credits.
As a Portfolio Manager on the Municipal Bond team you will assist in monitoring municipal holdings in SMA strategies. You will function as a bridge between the portfolio managers and the municipal research team.
Job Responsibilities

  • Make buy, sell and/or hold recommendations for different strategies and risk appetites based on the Credit Research team's fundamental analysis and own views.
  • Consider portfolio management factors in such recommendations, including book yield, tax impact, scarcity (for specialty states), mandate (buy & hold vs total return).
  • Collaborate closely with the Credit Research team to identify market trends, analyze individual credits, and assess relative value across securities.
  • Play an active role in the investment and portfolio construction decisions for existing and new accounts.
  • Review external portfolios for acceptability based upon internal guidelines.
  • Maintain and report on the current events of a certain credit(s) by analyzing the news, rating agency actions and other analyst publications.
  • Identify risks at the borrower and sector level.
  • Share knowledge, both verbally and in writing (internal use only) regarding ongoing credit or sector developments.
  • Provide research material on specific issuers, market trends and general municipal issues to the CBP team and other areas of asset management.
  • Meet with internal and external clients and prospects and respond to inquiries from stakeholders.
  • Contribute to the ongoing development of credit analysis and portfolio management tools.


Required qualifications, capabilities, and skills.

  • Minimum 5 years of buy side experience in credit analysis.
  • Demonstrated ability to evaluate municipal issuer credit risk and communicate concisely under typically stringent time constraints.
  • Excellent responsiveness and problem-solving skills with a high attention to detail.
  • Must possess exceptional communication skills both written and oral and be able to communicate their thoughts to external clients and internal partners..
  • Solid decision-making skills that could impact our risk-taking capabilities.
  • Ability to work proactively and creatively in a team environment.
  • Experience using Bloomberg.


Preferred qualifications, capabilities, and skills

  • Separately Managed Account and Investortools Perform system experience a plus.


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.

What the Team is Saying

Nick S.
Lupe C.
Edwin T.
Dawn T.
Meng M.
The Company
New York, NY
250,000 Employees
Hybrid Workplace

What We Do

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.

Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products.

Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com.

©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.

Why Work With Us

Our technologists work on a diverse range of solutions that include strategic technology initiatives, big data, mobile, electronic payments, machine learning, cybersecurity, enterprise cloud development, and other state-of-the-art technologies.

Gallery

Gallery

JPMorganChase Teams

Team
CONTINUOUS LEARNING AND INNOVATION
About our Teams

JPMorganChase Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

Typical time on-site: Not Specified
New York, NY

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account