Join a global team building a best-in-class fixed income investment platform for the world's top Private Bank as a Senior Associate.
JPMorgan Asset & Wealth Management, with $2.8 trillion in client assets, is a global leader in investment and wealth management. The firm serves institutions, high-net-worth individuals, and retail investors across all major markets and invests across equities, fixed income, alternatives, multi-asset, and money markets.
The Manager Solutions team is responsible for the research, selection, and ongoing monitoring of asset managers used across Global Wealth Management investment programs. The team supports a global client base and operates across New York, London, and Mumbai.
We are seeking a Senior Associate with a focus on fixed income funds, ETFs and separate accounts. This individual will play a critical role in manager research, investment underwriting, and ongoing monitoring across a variety of fixed income sectors. The role serves as a key point of contact for external asset managers and contributes directly to investment committee recommendations.
Key Responsibilities
- Research, select, and monitor fixed income investment managers, with emphasis on evaluating investment process, team, philosophy, and performance
- Present recommendations to investment committee and other internal stakeholders
- Conduct manager due diligence meetings, preparing focused agendas, identifying inconsistencies between stated process and portfolio positioning, and producing clear, committee-ready meeting notes and recommendation memos
- Proactively source new investment opportunities within relevant universes, assessing how potential additions complement or overlap with existing manager allocations
- Partner with portfolio managers, portfolio strategy, and asset class leaders to ensure manager recommendations align with broader platform objectives
- Communicate investment processes clearly to internal stakeholders, clients, and external managers
Required Qualifications
- 3–6 years of hands-on investment experience within asset or wealth management, credit research (buy-side or sell-side), investment consulting, manager research at an institutional allocator, or similar roles
- Strong knowledge or interest in fixed income markets
- Superior writing and presentation skills — this role produces committee-level work product and requires the ability to communicate complex analysis clearly, precisely, and with appropriate nuance
- Critical thinking and constructive skepticism — comfort pushing past marketing narratives, flagging risks, and distinguishing between genuine alpha and market beta
- Strong interpersonal skills with the ability to represent the Private Bank externally in manager meetings and across internal teams
- Quantitative competence with the ability to translate data into actionable investment conclusions
Preferred Qualifications
- Deep familiarity with at least one fixed income sector (municipals, securitized, high yield, leveraged loans); background in fixed income research, credit research or portfolio management
- CFA or CAIA designation, or demonstrated progress toward completion