Discretionary Fixed Income Specialist

Job Description
If you are a motivated and detail-oriented professional, then this is an excellent opportunity to further develop your skills in a dynamic and fast-paced environment.
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.
The Asia Team provides comprehensive coverage of our managed fixed income solutions, including separately managed accounts and mutual funds. With a product-agnostic approach, we collaborate with regional teams to align priorities and drive asset growth across all fixed income strategies. The Private Bank Cross-Asset Trading Desk is a part of our Capital Market Solutions group (CMS) within Wealth Management Solutions. The team is in charge of (a) developing market views; (b) investigates and determines the best execution vehicles to express market views, both tactical and longer-term; (c) markets investment ideas; and (d) executes cash equities, bonds and FX trades globally.
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

About Us
JPMorganChase, 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 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.
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.