JPMorgan Outsourced Chief Investment Office Portfolio Manager Latin America 

United States, New York, New York 

802138014

Job Responsibilities:

1. Support new business development and regional expansion by:
   • Engaging with Advisors to articulate OCIO’s value proposition and educate them on the opportunity set
   • Driving new business through client events, campaigns, and roadshows
   • Participating in new business opportunities with Integrated Team Members and Senior Management
   • Executing sales management, including coordination of RFPs, pitches, and proposals
2. Play a leading role in the investment dialogue with clients:
   • Responsibility for understanding a client's investment plan, goals, and objectives to develop and implement a customized investment plan
   • Advise clients on establishing a holistic asset allocation policy and overall portfolio construction
   • Provide best practices on investment policy and investment governance
   • Execute investment solutions in client accounts in accordance with client plans. Such solutions include: Investment Management, Separately Managed Accounts, Hedge Funds, Private Equity, Private Credit, Real Estate, among others.
   • Conduct investment reviews with clients to validate the clients' current investment objectives and prepare recommendations
3. Additionally:
   • Understands JPMorgan platform, solutions, investment philosophy
   • Interacts effectively with the various internal product partners, banking teams, risk and compliance, marketing, etc.
   • Provides guidance to junior staff

Required Qualifications, Skills and Capabilities:

• 10 years experience in OCIO or Investment Management
• Team-oriented and collaborative approach to problem-solving
• Strong cross-asset class knowledge
• Series 7 and Series 63 licenses
• Fluency in Spanish is required
• Strong interpersonal skills