JPMorgan Asset Management - Model Portfolio Specialist Associate 

United States, Ohio, Columbus 

443511222

As a Model Portfolio Specialist, you will be a highly motivated and client-focused member of a dynamic team at JPMorgan Asset Management in Columbus, Ohio. You will play a critical role in supporting our client advisors and driving sales of our model portfolio offerings. You will work closely with client advisors to ensure effective communication and implementation of model portfolios, with limited travel required in the Western US.

Job Responsibilities

• Manage a territory of advisors across multiple channels, including Independent Broker Dealer, Wealth Management, and Registered Investment Advisor.
• Develop and maintain strong relationships with a targeted and dynamic group of Financial Advisors who are known to engage in model portfolio business but are not currently covered.
• Primarily engage with FAs over the phone, utilizing screen share technology to leverage JPMorgan resources, tools, and model portfolios effectively.
• Become an expert in our Multi-Asset Solutions (MAS) views, portfolio moves/rationale, performance, positioning points, and the competitive landscape.
• Prepare and deliver compelling presentations to clients and prospects, showcasing the benefits and performance of our model portfolios.
• Stay informed about market trends, economic developments, and investment strategies to provide valuable insights and recommendations to client advisors and clients.
• Manage and conduct 20 agenda-driven meetings per week, ensuring productive and meaningful interactions with FAs.
• Collaborate with advisors to deliver market and portfolio insights and drive adoption and investment in our model portfolios.
• Ensure all client communications and portfolio recommendations adhere to regulatory requirements and internal risk management policies.
• Work closely with various teams, including marketing, sales, and operations, to support the promotion and distribution of model portfolios.

Required qualifications, capabilities and skills

• Bachelor’s degree in Finance, Economics, Business, or a related field;
• Series 7 and 63
• Minimum 3 years of experience in investment management, portfolio management, or a related field, with a focus on client-facing roles.
• Strong understanding of investment principles, asset allocation, and portfolio construction..
• Excellent analytical, quantitative, and problem-solving skills.
• Strong communication and presentation skills, with the ability to convey complex investment concepts to a diverse audience.
• Detail-oriented with a high level of accuracy and the ability to manage multiple tasks and deadlines.
• Team player with a collaborative mindset and the ability to work effectively in a fast-paced environment.
• Willingness to travel occasionally within the Western US.

Preferred qualifications, capabilities and skills

• Advanced degree or CFA designation preferred.