JPMorgan Discretionary Fixed Income Specialist 

India, Maharashtra, Mumbai 

253821118

As a Discretionary Fixed Income Specialist in the Asia Private Bank team, you will engage in all aspects of this process, offering a unique opportunity for hybrid growth. Our global presence includes desks in New York, London, Luxembourg, Hong Kong, and Singapore, all collaborating closely with our extensive client base. You will play a key role in supporting the team’s efforts to manage Advisor relationships, provide investment insights, and enhance the overall client experience.

Job Responsibilities

• Serve as a managed fixed income product expert in Asia, supporting the Asia Head of Discretionary Fixed Income
• Engage directly with investment teams, including portfolio managers and fund houses, to facilitate investment dialogues.
• Create and produce market-related presentation materials for forums like morning meetings and client sessions.
• Write portfolio commentary and prepare portfolio statistics summary for separately managed accounts
• Provide competitive insights to differentiate various fixed income strategies
• Partner with Advisors to understand client needs, identify growth opportunities, and participate in client meetings
• Communicate proactively with regional fixed income specialists to deliver timely insights
• Collaborate with the Fixed Income Strategy team to stay informed on market and economic insights
• Educate advisors through presentations and discussions, such as team huddles and regional calls
• Monitor industry flows, market trends, and the competitive landscape in managed fixed income products

Required qualifications, capabilities and skills

• Minimum of 7 years of relevant experience, ideally in direct investing or client portfolio management at an Asset Management firm, Private Bank, Wealth Manager, or Institutional Investor
• Excellent communication, presentation, and public speaking skills to effectively articulate investment processes and views
• Proficiency in Bloomberg, Morningstar Direct, Microsoft Excel, PowerPoint, portfolio management system (PRISM) and coding (Python)
• Superior multi-tasking abilities, strong organizational skills, and attention to detail
• Experience with fixed income managed accounts, mutual funds, and both active and passive managers
• Proficiency in English, both spoken and written and Strong written and oral presentation skills to confidently convey market views and product ideas

Preferred qualifications, capabilities and skills

• Degree in Finance/Economics and Chartered Financial Analyst (CFA) preferred
• Strong interest and passion for financial markets, international affairs, and geopolitical events, with a preference for fixed income market expertise