JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $3.7 trillion, over 260,000 employees, and operations in over 60 countries. It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking, Commercial Banking, and Consumer and Community Banking. Through collaboration, intellectual curiosity, and creativity, you can accomplish extraordinary things at J.P. Morgan. Our people do outstanding work by partnering with clients and each other to generate positive change in our local and global communities every single day. We are committed to your growth and development. We offer opportunities across all of our businesses that can take you in any direction you want to go and leaders who will support you in getting there.

J.P. Morgan Outsourced Chief Investment Office (“OCIO team”)

The OCIO team is a specialist group of portfolio managers providing highly customized investment advice and solutions for Family Offices, Endowments, and Foundations. The OCIO team has been serving clients for nearly 15 years with over $70 billion in assets under supervision. They bring deep expertise to institutional clients around investment governance, investment policy, portfolio construction, and alternative investments. As experienced investment professionals, they have extensive cross-asset class and market knowledge.

As Portfolio Manager, the candidate will be expected to drive client acquisition and assets under management in the region and partnering with local Advisors to build relationships, pipeline, investment opportunities, and asset growth. Responsibilities will include providing local family office and nonprofit clients with consultative, objective advice, along with highly customized investment solutions, to help them achieve their long-term return objectives. They will deliver the complete OCIO platform, including an open architecture manager platform and world-class alternatives access. The candidate will also communicate market strategy and portfolio positioning on a regular basis to clients, including Principals, Family Office staff, Boards, and Investment Committees.

The candidate is expected to have extensive experience working with institutional clients in LATAM. They will display a high level of professionalism and diligence in meeting client expectations.

Job Responsibilities:

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 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 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