Talent.com
Private Bank, Global Investment Strategist, US Wealth Management Solutions
Private Bank, Global Investment Strategist, US Wealth Management SolutionsNYC Staffing • New York, NY, US
Private Bank, Global Investment Strategist, US Wealth Management Solutions

Private Bank, Global Investment Strategist, US Wealth Management Solutions

NYC Staffing • New York, NY, US
1 day ago
Job type
  • Full-time
Job description

Global Investment Strategist

The Global Investment Strategy team is focused on macro and market themes that impact investors. The team formulates and communicates market and economic perspectives to clients, the media, and internal constituents, while also relating key market developments to the positioning within managed portfolios. Led by the firm's Global Co-Heads of Investment Strategy, the team helps our clients make better, more informed investment decisions, while providing insight that inspires action.

As a Global Investment Strategist, you will be responsible for developing the investment strategy narrative, delivering market insights to clients, and supporting the priorities of J.P. Morgan's Private Bank. You will not only have prior experience in macro research as an economist or strategist, but must also be an outstanding writer and presenter, and able to both educate and entertain a range of client and advisor types.

Job Responsibilities

  • Deliver our cross-asset class investment views, via client presentations, publications, or product-oriented marketing programs.
  • Work closely with Solutions senior leadership, Investment Specialists, Capital Markets Solutions (CMS), and Managed Solutions & Strategies personnel to develop topical and relevant materials for presentation to clients and prospects.
  • Support the marketing and servicing of discretionary and capital markets products for clients and prospects located in the United States.
  • Participate in the formulation of macro-based strategy views and research across all asset classes - equities, rates, credit, commodities, and foreign exchange.
  • Respond to developing macro-economic or geopolitical situations in relation to J.P. Morgan's view, proactively and reactively.
  • Work closely with Marketing, the successful candidate will be relied upon to research, create, and author original thought leadership which will be used to create pieces such as short articles, white papers, videos, audio casts, client calls, presentations, and infographics.
  • Act as a critical 'public face' of J.P. Morgan Wealth Management Solutions and the Private Bank, responsible for sharing our macroeconomic views, high conviction investment themes, and portfolio construction insights with clients and prospects across the United States.
  • Travel will be necessary for the role, as in addition to client meetings, the successful candidate will be required to speak at numerous client events and roadshows.

Required Qualifications, Skills and Capabilities

  • A Bachelor's degree or higher is required.
  • Strong client skills as frequent interaction with our clients will be required.
  • Superb written and verbal communication skills, as well as the proven ability to effectively convey ideas with passion and clarity (simplify the complex with the use of stories, anecdotes, and analogies).
  • Writing samples, examples of research or other materials are welcome.
  • Intellectual curiosity and the ability to generate insightful and relevant investment ideas backed by rigorous research.
  • Strong understanding of financial markets and economics; candidate should be well-versed in capital markets history and economic indicators, as well as equity, fixed income, international, emerging markets, currency, asset allocation, and alternative asset classes.
  • Familiarity with statistical packages, Bloomberg, FactSet, Reuters, Microsoft Office, etc.
  • Preferred Qualifications, Skills and Capabilities

  • Advanced degrees or designations related to Finance or Economics.
  • Media training and / or experience a plus.
  • JPMorgan Chase & Co. offers 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, paid in the form of cash and / or forfeitable equity, 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.

    Base Pay / Salary New York, NY $170,000.00 - $350,000.00 / year

    Create a job alert for this search

    Investment Strategist • New York, NY, US

    Related jobs
    Director - Cybersecurity & Network Security Vendor Lead

    Director - Cybersecurity & Network Security Vendor Lead

    Climb Global Solutions • Eatontown, NJ, US
    Full-time
    The Cybersecurity Vendor Director will lead Climb’s North American cybersecurity and network security business unit for a leading global vendor, driving significant revenue growth within the ...Show more
    Last updated: 4 days ago • Promoted
    Director, Grants Management (Hybrid Remote / Onsite)

    Director, Grants Management (Hybrid Remote / Onsite)

    Northwell Health • Manhasset, NY, United States
    Remote
    Full-time
    Directs, plans, and organizes the staff and operations engaged in organization pre-award sponsored program activities.Supports research leadership regarding the identification of annual system prio...Show more
    Last updated: 3 days ago • Promoted
    Remote Equity / Option Trader

    Remote Equity / Option Trader

    Maverick Currencies • Yonkers, NY
    Remote
    Full-time +1
    Empowering Traders to Achieve Financial Freedom.Apex Trading Solutions has been at the forefront of proprietary trading for over two decades. We are looking for motivated traders eager to grow, lear...Show more
    Last updated: 30+ days ago • Promoted
    Associate Director, Cross-portfolio Analytics – Vaccines

    Associate Director, Cross-portfolio Analytics – Vaccines

    Sanofi • MORRISTOWN, NJ, US
    Full-time
    Associate Director, Cross-portfolio Analytics – Vaccines.Ready to push the limits of what’s possible? Join Sanofi in one of our corporate functions, and you can play a vital role in the performance...Show more
    Last updated: 12 hours ago • Promoted • New!
    Managing Director - FP&A SAAS - Private Equity Advisory

    Managing Director - FP&A SAAS - Private Equity Advisory

    CrossCountry Consulting • Hempstead, NY, US
    Full-time
    Managing Director - FP&A Saas - Private Equity Advisory.From the beginning, our goal was to establish an advisory firm that stands apart from the rest one that is grounded in our Core Values and d...Show more
    Last updated: 3 days ago • Promoted
    Investment & Corporate Banking - Portfolio Management, Associate

    Investment & Corporate Banking - Portfolio Management, Associate

    Mizuho • Greenwich, CT, United States
    Full-time
    Responsible for active and dynamic portfolio management and monitoring of the Banking Americas lending portfolio with a focus on optimizing profitability and capital usage.PRINCIPAL DUTIES AND RESP...Show more
    Last updated: 30+ days ago • Promoted
    Finance Business Partner - US General Medicines

    Finance Business Partner - US General Medicines

    Sanofi • MORRISTOWN, NJ, US
    Full-time
    Finance Business Partner - US General Medicines.Ready to push the limits of what’s possible? Join Sanofi in one of our corporate functions and you can play a vital part in the performance of our en...Show more
    Last updated: 12 hours ago • Promoted • New!
    Private Wealth Associate

    Private Wealth Associate

    AllianceBernstein • Stamford, CT, US
    Full-time
    Bernstein Private Wealth Management is a premier investment management firm advising high-net-worth and ultra-high-net-worth clients. As an industry leader, we put people first and pride ourselves o...Show more
    Last updated: 1 day ago • Promoted
    Citizens Banker

    Citizens Banker

    Citizens • New Brunswick, NJ, USA
    Full-time
    They devote their time getting to know their customers and building lasting relationships by providing trusted advice.Are you outgoing? Do you get satisfaction out of helping others and offering so...Show more
    Last updated: 30+ days ago • Promoted
    Director, Strategic Initiatives

    Director, Strategic Initiatives

    Consumer Reports • Yonkers, NY, US
    Full-time
    Consumer Reports is an independent, nonprofit organization dedicated to a fair and just marketplace for consumers.Our team is made up of truth tellers, change agents, and consumer advocates who inv...Show more
    Last updated: 30+ days ago • Promoted
    VP, Treasury Management Sales Consultant

    VP, Treasury Management Sales Consultant

    Cathay Bank - Headquarters • Queens, NY, United States
    Full-time
    Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success....Show more
    Last updated: 25 days ago • Promoted
    Financial Analysis, Associate - International Private Bank

    Financial Analysis, Associate - International Private Bank

    JPMorgan Chase • New York, NY, US
    Full-time
    Are you passionate about financial analysis and wealth management? Join our globally diverse team and help drive impactful business decisions in Asset & Wealth Management (AWM) supporting the L...Show more
    Last updated: 10 hours ago • Promoted • New!
    Market Leader, Private Wealth, Senior Associate

    Market Leader, Private Wealth, Senior Associate

    Blue Owl • New York, NY, United States
    Permanent
    Blue Owl (NYSE : OWL) is a leading asset manager that is redefining alternatives®.With over $295 billion in assets under management as of September 30, 2025, we invest across three multi-strategy pl...Show more
    Last updated: 13 days ago • Promoted
    Investment & Corporate Banking - Portfolio Management, Associate

    Investment & Corporate Banking - Portfolio Management, Associate

    Mizuho Financial Group Inc. • New York, NY, United States
    Full-time
    Investment & Corporate Banking - Portfolio Management, Associate page is loaded## Investment & Corporate Banking - Portfolio Management, Associatelocations : New York, NY (1271 AOA / 6th Ave)time ty...Show more
    Last updated: 6 days ago • Promoted
    Director, Strategic Insights

    Director, Strategic Insights

    Consumer Reports • Yonkers, NY, US
    Full-time
    Consumer Reports is an independent, nonprofit organization dedicated to a fair and just marketplace for consumers.Our team is made up of truth tellers, change agents, and consumer advocates who inv...Show more
    Last updated: 30+ days ago • Promoted
    Vice President Strategy Director

    Vice President Strategy Director

    Health And Wellness Partners • Red Bank, NJ, US
    Full-time
    Health & Wellness Partners, LLC (HWP), is a medical and scientific communications agency that collaborates with life science industry stakeholders to develop award-winning solutions that advanc...Show more
    Last updated: 20 days ago • Promoted
    Financial Analysis, Associate - International Private Bank

    Financial Analysis, Associate - International Private Bank

    Chase • New York, NY, US
    Full-time
    Are you passionate about financial analysis and wealth management? Join our globally diverse team and help drive impactful business decisions in Asset & Wealth Management (AWM) supporting the Latin...Show more
    Last updated: 15 hours ago • Promoted • New!
    Settlements

    Settlements

    Sumitomo Mitsui Financial Group, Inc. • White Plains, NY, United States
    Full-time
    SMBC Group is a top-tier global financial group.Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, including banking, leasing, securities, ...Show more
    Last updated: 13 days ago • Promoted