Asset Management - LDI (Liability Driven Investing) Fixed Income Investment Specialist, Executive Director

Posted 7 Days Ago
Be an Early Applicant
New York, NY
Hybrid
7+ Years Experience
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role
The Asset Management - LDI Fixed Income Investment Specialist role involves partnering with clients to develop and deliver LDI solutions, representing investment teams and strategies, and driving new business through superior client service. The role requires deep experience in LDI strategies, pension liabilities, fixed income products, and project management.
Summary Generated by Built In

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. Global Fixed Income, Currency and Commodities manages a broad range of strategies, through funds and/or separate 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.
Join the Global Fixed Income, Currency and Commodities team (GFICC) at J.P. Morgan Asset Management, one of the world's leading fixed income managers 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 more. The LDI Fixed Income Investment Specialist role is a client-facing position, primarily working with pension clients and representing long duration and LDI strategies.
As an LDI (Liability Driven Investing) Fixed Income Investment Specialist within the Global Fixed Income, Currency and Commodities team (GFICC) at J.P. Morgan Asset Management, you will be a key player in developing and delivering LDI solutions to meet our clients' objectives. You will have the opportunity to work closely with pension clients and represent long duration and LDI strategies. This role requires a deep understanding of the financial service industry, strong capital markets acumen, and the ability to effectively communicate on a wide range of relevant topics. You will also be responsible for positioning/messaging product with the goal of promoting new business and providing superior client service.
Job Responsibilities

  • Partner with clients and prospects to develop and deliver LDI solutions to meet their objectives.
  • Respond to ad hoc questions and analysis requests on LDI solutions.
  • Represent investment teams and strategies to internal partners, prospects and existing clients.
  • Positioning/messaging product with the goal of driving new business and providing superior client service.
  • Demonstrate strong capital markets acumen with an ability to communicate effectively on a wide range of relevant topics including the macroeconomic environment, industry trends, and current events
  • Demonstrate strong partnership with portfolio managers and other investors.
  • Work independently, but sit within a team that shares a common goal.
  • Work with product strategy, product development and other internal groups to oversee existing products and new product initiatives.
  • Take initiative and lead projects, which requires a strong partnership with the team, strong people management skills and a strategic mindset.


Required qualifications, capabilities and skills

  • 8+ years of experience and significant capital markets experience and a strong understanding of the financial service industry are required.
  • Deep experience with and knowledge of LDI strategies and solutions
  • Strong understanding of pension liabilities and approaches to managing pension ALM risk
  • Prior experience developing and delivering custom liability hedging solutions
  • Prior experience in project management and driving strategic initiatives
  • Strong understanding of fixed income products and services and strong ability to assess risk and comfortable with risk taking
  • Strong written communication, interpersonal and presentation skills
  • Strong understanding of investment performance, performance composites and attribution and understanding of advisory/model delivery relationships
  • Deep understanding of the end-to-end process for client on-boarding including negotiating Investment Management Agreements, Fee Schedules, Client Reporting and Investment Guidelines.
  • Undergraduate degree
  • Series 7 & 63


Preferred qualifications, capabilities and skills

  • Experience with cashflow matching and/or derivative overlays preferred


About Us
JPMorgan Chase & Co., 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 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 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
HQ: New York, NY
289,097 Employees
Hybrid Workplace
Year Founded: 1799

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
Gallery
Gallery
Gallery
Gallery
Gallery

JPMorganChase Teams

Team
Product + Tech
About our Teams

JPMorganChase Offices

Hybrid Workspace

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

Typical time on-site: Flexible
Company Office Image
HQNew York, NY
SG
Bengaluru, Karnataka
Bournemouth, GB
Brooklyn, NY
Buenos Aires, Avaya
Chicago, IL
Dallas, TX
Dublin, IE
Glasgow, GB
Houston, TX
Hyderabad, Telangana
London, GB
Mumbai, Maharashtra
Philadelphia, PA
San Francisco, CA
Tampa, FL
Westerville, OH
Wilmington, DE
Learn more

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account