Asset Management - Municipal Custom Bond Portfolios (CBP) Credit Analyst/Portfolio Manager - Vice President - JPMorgan Chase Bank, N.A.
New York, NY 10001
About the Job
As a Portfolio Manager on the Municipal Bond team you will assist in monitoring municipal holdings in SMA strategies. You will function as a bridge between the portfolio managers and the municipal research team.
Job Responsibilities
- Make buy, sell and/or hold recommendations for different strategies and risk appetites based on the Credit Research team's fundamental analysis and own views.
- Consider portfolio management factors in such recommendations, including book yield, tax impact, scarcity (for specialty states), mandate (buy & hold vs total return).
- Collaborate closely with the Credit Research team to identify market trends, analyze individual credits, and assess relative value across securities.
- Play an active role in the investment and portfolio construction decisions for existing and new accounts.
- Review external portfolios for acceptability based upon internal guidelines.
- Maintain and report on the current events of a certain credit(s) by analyzing the news, rating agency actions and other analyst publications.
- Identify risks at the borrower and sector level.
- Share knowledge, both verbally and in writing (internal use only) regarding ongoing credit or sector developments.
- Provide research material on specific issuers, market trends and general municipal issues to the CBP team and other areas of asset management.
- Meet with internal and external clients and prospects and respond to inquiries from stakeholders.
- Contribute to the ongoing development of credit analysis and portfolio management tools.
Required qualifications, capabilities, and skills.
- Minimum 5 years of buy side experience in credit analysis.
- Demonstrated ability to evaluate municipal issuer credit risk and communicate concisely under typically stringent time constraints.
- Excellent responsiveness and problem-solving skills with a high attention to detail.
- Must possess exceptional communication skills both written and oral and be able to communicate their thoughts to external clients and internal partners..
- Solid decision-making skills that could impact our risk-taking capabilities.
- Ability to work proactively and creatively in a team environment.
- Experience using Bloomberg.
Preferred qualifications, capabilities, and skills
- Separately Managed Account and Investortools Perform system experience a plus.
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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and 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 & Co. is an Equal Opportunity Employer, including Disability/Veterans
Base Pay/Salary
New York,NY $161,500.00 - $275,000.00 / year