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. 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.