vice president and portfolio manager

JPMorganChase

<div>JOB DESCRIPTION 
JPMorgan Chase &amp; Co. is a leading global financial services firm with assets of more than $2 trillion, over 200,000 employees and operations in over 60 countries. It operates across six business segments including Investment Banking, Commercial Banking, Treasury &amp; Securities Services, Asset &amp; Wealth Management, Retail Financial Services and Card Services. The Portfolio Management Group (PMG) is the implementation engine for the Private Bank&rsquo;s discretionary investment business and manages more than $375 billion across more than 500,000 mandates, including individual client accounts, regulated funds (e.g. UCIT&rsquo;s, 40 Act, etc.) and other co-mingled investment vehicles (e.g. 3C7 funds).
The Role The PMG model portfolio team is responsible for managing multi- and single-asset class discretionary portfolios. Each of our investment solutions reflects our vast market resources, broad global reach and rigorous risk management process as part of a boutique investment offering within JPMorgan Wealth Management Solutions.
The Vice President, Investment Product Specialist will:<ul>
<li>Own the design, implementation, and ongoing management of security‑level model portfolios across a complex, diversified account base, accountable for outcomes versus benchmarks and risk parameters.</li>
<li>Lead portfolio construction in partnership with the CIO and PMG Asset Class Specialist teams; translate top‑down views into implementable models, trade lists, and rebalancing frameworks.</li>
<li>Define and govern allocation and performance measurement frameworks; oversee attribution analysis and present drivers of returns and risk to senior forums and governance committees.</li>
<li>Oversee trade monitoring, exceptions, and controls; sign off on releases/changes and ensure timely escalation and remediation where required.</li>
<li>Serve as a senior point of contact to Investors, Portfolio Specialists, and Manager Solutions; clearly articulate the managed platform value proposition and handle complex stakeholder escalations.</li>
<li>Drive audit and compliance readiness; coordinate materials for quarterly board meetings and support regulatory and internal review requests with audit‑ready documentation.</li>
<li>Maintain and enhance the control environment; ensure adherence to internal governance structures and risk management monitoring; lead issue management and sustainable fixes.</li>
<li>Mentor and provide direction to Associates/Analysts; set priorities, review outputs, and foster an inclusive, high‑performance culture.</li>
<li>Partner with Technology and Data teams to enhance tooling and analytics; define requirements for automation, model scalability, and production data quality; lead UAT as needed.</li>
<li>Contribute to platform roadmap and product development; evaluate new models, instruments, and implementation approaches to improve client outcomes and operational resiliency.</li></ul>
Qualifications<ul>
<li>7+ years of relevant experience in portfolio research, portfolio management, portfolio monitoring/risk, or quantitative analytics within wealth or asset management; experience with model portfolios strongly preferred.</li>
<li>Proven advanced Excel expertise; strong, demonstrated experience with Python or other scripting languages preferred.</li>
<li>Demonstrated leadership in multi‑stakeholder environments, including running governance routines and influencing senior stakeholders.</li>
<li>Strong understanding of investments with the ability to convert insights into clear executive narratives and recommendations.</li>
<li>3&ndash;5+ years of hands‑on data analytics experience; ability to build/maintain analytical processes that support portfolio oversight.</li>
<li>Post‑graduate degree indicating strong quantitative and technical ability preferred.</li>
<li>Private Banking experience a plus; CFA or FRM designation (or progress toward) preferred.</li>
<li>Excellent written and verbal communication skills; able to engage effectively with senior management, quants, technologists, and project managers.</li></ul>
ABOUT US 
<div>
<div>JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world&rsquo;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.
</div><div>We offer 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.
<div>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&rsquo; and employees&rsquo; 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 &amp; Co. is an Equal Opportunity Employer, including Disability/Veterans 
</div></div></div> 
 
ABOUT THE TEAM 
 
J.P. Morgan Asset &amp; 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.</div>

Wealth Management Solutions, Investment Product Specialist - VP

<div>JOB DESCRIPTION 
Embrace the challenge of adapting to shifting priorities and resources while contributing to a dynamic team and applying your expertise, strategic thinking skills, and operational excellence across product lines.
As a Product Portfolio Operations, Vice President - Deposit 2.0, you will be responsible for driving, planning and overseeing team priorities for both routine and strategic initiatives. Daily activities include collaborating with and providing business support to team leadership, serving as a representative in various forums in a decision-making capacity, tracking and reporting. You will also be responsible for executive presentation, reviewing customer or banker feedback and collaborating on solutions to improve customer experience.
Job responsibilities
<ul><li>Works across products to help ensure delivery against business objectives while coordinating reporting and communications plans for portfolio management operations and change initiatives
</li><li>Enables operational efficiency by supporting training, maturation, needs assessments, and continuous improvement practices
</li><li>Drives adaptation and modification of our product-line framework to ensure cross-product priorities, sequencing, and trade-offs are realized
</li><li>Implements a product-level collection strategy consisting of controls, financials, and resourcing needs
</li><li>Prepare executive reports, presentations, and communications for a variety of audiences and constituents; act on behalf of team leadership as needed</li><li>
Work with a diverse group of stakeholders and groups, manage processes and timelines, and be comfortable and skilled communicating and presenting to executive leadership.</li><li>
Manage and support team planning activities and monitor, track and communicate progress with, road maps, and development schedules; escalate and manage expectations as needed.
</li><li>Direct team resiliency agenda including readiness and change management</li><li>
Facilitate senior leader staff meetings, and Monthly Business Reporting deliverables</li><li>
Manage the team&rsquo;s communication program including new hire announcements, user documentation, and Confluence pages</li><li>
Identify, design, and implement strategies to improve team productivity</li></ul>
Required qualifications, skills and capabilities<ul><li>
5+ years of experience or equivalent expertise in program management or performance optimization
</li><li>Proven ability to manage and implement operational effectiveness initiatives
</li><li>Proven ability to operate within the product development life cycle and agile methodologies
</li><li>Excellent presentation and communication skills in formal and informal settings; Microsoft PowerPoint and executive presentation building skills; advanced Confluence Page design and administration skills</li><li>
Proven experience as a business manager, chief of staff, or similar role; excellent organizational and relationship skills</li><li>
Exemplary critical thinking, problem-solving, and organizational skills</li><li>
Strong influencing and leadership skills</li><li>
Ability to influence colleagues and leaders at all levels of the organization
</li></ul>Preferred qualifications, skills and capabilities<ul><li>
5+ years of experience in a business management or similar function
</li></ul>ABOUT US 
Chase is a leading financial services firm, helping nearly half of America&rsquo;s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer 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&rsquo; and employees&rsquo; religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans 
 
 
ABOUT THE TEAM 
<div>
Our Consumer &amp; Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We&rsquo;re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions &ndash; all while ranking first in customer satisfaction.</div><div> 
 
</div><div>We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.</div></div>

Product Portfolio Operations Manager, Vice President

<div>At BNY, our culture allows us to run our company better and enables employees&rsquo; growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world&rsquo;s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.
Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance &ndash; and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.
We&rsquo;re seeking a future team member for the role of Vice President, Cliet Service Manager to join our Global Collateral team. This role is located in New York or Lake Mary.
In this role, you&rsquo;ll make an impact in the following ways:<ul><li>
Work with external clients to resolve the most complex day-to-day issues related to Global Collateral Management and direct them to appropriate resources at BNY.</li><li>
Engage with other team members across the division in providing support to clients on addressing and resolving complex operational and technical issues and ensuring requests are executed.</li><li>
Applies advanced problem- solving skills, judgement, and extensive experience to analyze information.</li><li>
Use communication skills to deliver high quality service to Global Collateral clients.</li><li>
Provides key individuals at assigned clients information related to BNY products and services.</li></ul> 
To be successful in this role, we&rsquo;re seeking the following:<ul><li>
Bachelor&rsquo;s degree or the equivalent combination of education and experience is required.</li><li>
7-10 years of total work experience preferred in Global Collateral Management.</li><li>
Experience in an operational area and/or client services using the AccessEdge and Nexen systems.</li></ul>
At BNY, our culture speaks for itself, check out the latest BNY news at:
BNY Newsroom
BNY LinkedIn
 Here&rsquo;s a few of our recent awards:<ul><li><div>
America&rsquo;s Most Innovative Companies, Fortune, 2025</div></li><li><div>
World&rsquo;s Most Admired Companies, Fortune 2025</div></li><li><div>
&ldquo;Most Just Companies&rdquo;, Just Capital and CNBC, 2025</div></li></ul> 
Our Benefits and Rewards:
BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life&rsquo;s journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.
BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans. 
BNY assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $68,000 and $153,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNY total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs. 
This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors.</div>

Vice President, Client Service Management (Global Collateral)

Morgan Stanley

<div>Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries.
As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.
Outsourced Chief Investment Officer (&ldquo;OCIO&rdquo;) group partners with Morgan Stanley Financial Advisors across all channels to offer full discretion portfolio management services to institutional and private clients (e.g., Defined Benefit plans, Endowments, Foundations, Ultra-High Net-Worth, Family Offices, etc.) of Morgan Stanley Wealth Management.
Responsibilities:
<ul><li>Help Senior Portfolio Managers build and manage client portfolios, which includes development of the investment policy statement, customized portfolio construction, manager selection, portfolio implementation, ongoing portfolio rebalances and periodic client reviews and updates
</li><li>Engage with clients to perform client discovery, draft investment policy statements, provide quarterly reporting, and other tasks relevant to the OCIO space
</li><li>Maintain ongoing and proactive monitoring of account positioning
</li><li>Gain full functional knowledge of Morgan Stanley&rsquo;s proprietary portfolio management tools
</li><li>Participate in OCIO meetings and calls and get full understanding of OCIO market strategy and portfolio positioning.
</li><li>Help Senior Portfolio Managers develop portfolios and market content for finals presentations
</li><li>Manage outflows, inflows on accounts and make sure that capital calls on the illiquid side of the portfolios are matched
</li><li>Interface and support the connectivity with internal and external partners including research, trading, operations, product specialists, third party vendors and custodians
</li></ul>Knowledge and Skills Required:
<ul><li>3+ years of experience servicing pensions and/or government entities, or other institutions in a wealth management or investment consulting capacity
</li><li>Experience and knowledge in investment/ wealth management platforms and vehicles, including managed account platforms, mutual funds, ETFs, separate accounts, and alternative investments.
</li><li>Experience and knowledge in global capital markets, technical expertise across asset classes.
</li><li>Firm understanding of portfolio management concepts including modern portfolio theory, asset allocation, portfolio construction, manager selection, risk management and performance attribution.
</li><li>Proficiency in Microsoft Office including Excel and PowerPoint
</li><li>Must be very detail-oriented, with an ability to multi-task and handle multiple priorities.
</li><li>Strong organizational and project management skills
</li><li>Must be very detail-oriented, with an ability to multi-task and handle multiple priorities.
</li><li>Proactive &amp; hard working with strong professional accountability
</li><li>Exemplary verbal and written communication skills
</li><li>Undergraduate degree is required
</li><li>CFA, CAIA and other professional designations are preferred.
</li><li>FINRA Series 7 and 66 (or 63 and 65) licenses required or willingness to obtain within 180 days of hire (additional licensing may be required)
</li></ul>WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients &ndash; helping them reach their goals. We do it in a way that&rsquo;s differentiated &ndash; and we&rsquo;ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren&rsquo;t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you&rsquo;ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There&rsquo;s also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Expected base pay rates for the role will be between $105,000 and $140,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).</div>

OCIO PM Taft Hartley / Government Analyst - Global Investment Office, Assistant Vice President

Banner Life Family of Companies

<div>Company Description 
L&amp;G's Asset Management business is a major investor across public and private markets worldwide, with $1.533 trillion in AUM.* Our clients include individual savers, pension scheme members and global institutions, who invest alongside L&amp;G&rsquo;s own balance sheet.
Our ambition is to be a leading global investor, innovating to solve complex challenges for our clients using the power of L&amp;G. This is rooted in our investment philosophy and processes, which are focused on creating value over the long term.
We believe that incorporating financially material sustainability criteria, when relevant to our clients, can generate value and drive positive change. 
Job Description 
The Director, Portfolio Management will focus on investment strategy and portfolio performance for the US Real Estate Equity platform across sectors and clients in addition to having direct asset management and acquisitions responsibilities for specified assets. They will work with both internal and external clients in marketing strategy and product, initial due diligence, onboarding, and client support.
The role will support the build-out of the US Real Estate Equity team in execution of the strategic growth plan. Reporting to the Head of Investments and Portfolio Management, the Director, Portfolio Management will support the implementation and execute the growth plan and work alongside various functions including the Acquisition Team, Asset Managers, Operations, Legal, Property Risk, Accounting, Client Portfolio Management, Distribution, and the LGIM RA team in the UK. Highly visible role with both internal and external clients. Additional responsibilities across acquisitions and asset management focusing on portfolio construction, asset allocation, and portfolio performance.<ul><li>
Support Head of Portfolio Management in development investment programs, guidelines and monitoring procedures to oversee the existing portfolio, performance and identify new investment opportunities; conduct and research on market trends to inform investment recommendations in line with the UK business but with focus on addressing governance needs in the US</li><li>
Manage multiple stakeholders to implement investment programs and establish timelines for delivery</li><li>
Alongside US Head of Real Estate Equity and Head of Investments and Portfolio Management, develop, maintain, and manage affiliate and JV partner teams</li><li>
Workstream lead and client relationship for internal annuity client, UK and US, strategy approvals (including structuring, credit, tax, legal, operations, reporting)</li><li>
Prepare and respond to external client request for materials during fund marketing, due diligence, RFP, investment period, and throughout fund period</li><li>
Manage and deliver presentation and materials for board meetings, investment committees, risk committees, management/group investment committees, external clients</li><li>
Working alongside Acquisitions team, identify potential allocation of opportunities at pre-screening and support on development and realization of new real estate investment opportunities (including throughout underwriting and due diligence phase)</li><li>
Working alongside Asset Management team, closely monitor asset level performance and drive portfolio level performance</li><li>
Responsibility for portfolio cash management and maintaining cash on cash yield / performance</li><li>
Responsibility for producing hold / sell analysis and producing recommendation materials to required committees and, where needed, to investors entities</li><li>
Work with Client Portfolio Manager, Head of Research, and marketing to produce presentations, market updates</li><li>
Undertake portions of operating model development with US and UK teams to incorporate portfolio management requirements (performance, benchmarking, reporting)</li><li>
As AuM grows, build out the Portfolio Management team</li></ul> 

Qualifications 
The candidate must have a strong work ethic, organizational skills and the ability to manage several assignments at one time while interfacing with various groups within the overall the LGIM America platform. Ideal candidates will have the following skills and qualifications:<ul><li>
Undergraduate degree required; advanced degree preferred</li><li>
7+ years of hands-on practical experience in industry</li><li>
Strong knowledge and understanding of the commercial real estate market. annuity transactions and real estate debt market</li><li>
Excellent quantitative skills (e.g. cashflow modelling using excel and/or bespoke programs; deep numerical aptitude; strong financial modelling ability and problem-solving skills including ability to identify logical solutions</li><li>
Straight forward communication of investment opportunities to clients and feedback from clients to the investment team</li><li>
Ability to understand and articulate complex portfolio management concepts effectively</li><li>
Strong written and verbal communication; familiarity with report writing for a variety of audiences; ability to present confidently to senior stakeholders/ executive teams.</li><li>
Ability to foster effective relationships between colleagues from different backgrounds (development/ investment/ financial / structuring) to bring skill sets together.</li><li>
Organized and able to prioritize, with the ability to manage multiple projects simultaneously under time pressure and with accuracy</li><li>
Team player, ability to work independently and proactively to take ownership of tasks, as well as part of a team.</li></ul> 

Additional Information 
Salary Range
$160,000 - $200,000
The starting salary offer will vary based on multiple factors, including but not limited to the applicant&rsquo;s education, job-related experience, skills, and abilities, geographic location, and market factors. This position is also eligible to participate in the company&rsquo;s annual discretionary bonus plan. Full time employees may be eligible for health insurance with an optional HSA, short term disability, long term disability, dental insurance, vision care, life insurance, Healthcare, Dependent and Limited Care Flexible Spending Accounts, 401K, vacation, sick time, an employee assistance program, and commuter and transit programs. Additional voluntary programs include: supplemental health benefits including accidental injury, critical illness and hospital indemnity insurance and pet insurance.<div></div>
EOE Statement
As an EOE employer, L&amp;G Asset Management, America will extend equal opportunity to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity, ancestry, national origin, age, disability, medical condition, genetic information, marital status, pregnancy, military status, and/or any other characteristic protected under applicable federal, state or local laws governing non-discrimination in employment. (2025)</div>

Associate Director of Portfolio Management, US Real Estate Equity, L&G, Asset Management - America

Northern Trust Corp.

<div>About Northern Trust:
Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.
Northern Trust is proud to provide innovative financial services and guidance to the world&rsquo;s most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world&rsquo;s most sophisticated clients using leading technology and exceptional service.
SENIOR PORTFOLIO ADVISOR II &ndash; OUTSOURCED CHIEF INVESTMENT OFFICER (OCIO)
Northern Trust&rsquo;s Outsourced Chief Investment Officer (OCIO) group is seeking an experienced institutional portfolio manager to serve as the lead advisor on discretionary OCIO mandates for sophisticated institutional clients, including foundations, endowments, healthcare organizations, and associations. This role is designed for a senior investment professional with deep institutional experience, strong investment judgment, and the ability to lead committees through complex investment decisions. Typical client portfolios range from approximately $25 million to $500 million.
Role Overview
The Senior Portfolio Advisor II is responsible for asset allocation, manager selection, and ongoing portfolio oversight for institutional clients with complex objectives. The role combines hands-on investment leadership with high-level client engagement, including frequent interaction with investment committees and boards. The successful candidate will also play an active role in new business development, including RFPs and finalist presentations.
Primary Responsibilities
Institutional Portfolio Management &amp; Asset Allocation<ul><li>Serve as lead portfolio manager for discretionary institutional OCIO relationships, with responsibility for strategic and tactical asset allocation decisions.</li><li>Design and implement customized investment strategies aligned with client objectives, spending policies, risk tolerance, and governance constraints.</li><li>Monitor portfolios on an ongoing basis and adjust based on internal guidence on market conditions, valuation, and client circumstances.</li></ul>
Manager Selection &amp; Due Diligence<ul><li>Select, evaluate, and recommend external investment managers across asset classes, in partnership with Northern Trust&rsquo;s research and due diligence teams.</li><li>Present manager changes clearly and persuasively to investment committees.</li><li>Oversee implementation of manager transitions and allocation changes.</li></ul>
Investment Committee &amp; Board Leadership<ul><li>Present portfolio results, asset allocation decisions, and investment topics to investment committees, boards, CFOs, and senior executives.</li><li>Facilitate constructive dialogue and help committees build consensus around complex investment decisions.</li><li>Educate clients on capital markets, portfolio construction, risk management, and emerging investment topics.</li></ul>
Client Relationship &amp; Service Leadership<ul><li>Act as the primary investment advisor and trusted partner to clients.</li><li>Coordinate cross-functional internal teams to ensure high-quality execution, timely issue resolution, and consistent client experience.</li><li>Proactively identify opportunities to add value through portfolio enhancements, governance guidance, and strategic insights.</li></ul>
Business Development &amp; Practice Growth<ul><li>Contribute meaningfully to new business efforts, including RFP responses, finalist presentations, and prospect meetings.</li><li>Articulate Northern Trust&rsquo;s OCIO investment philosophy and capabilities to prospective institutional clients.</li><li>Support the ongoing growth and evolution of the OCIO practice.</li></ul>
Required Qualifications
Experience<ul><li>Minimum of 10 years of institutional investment experience, including direct responsibility for portfolio management, asset allocation, and client advisory work.</li><li>Experience working with sophisticated institutional clients such as endowments, foundations, healthcare organizations, pension plans, or similar entities.</li></ul>
Education &amp; Professional Credentials<ul><li>Advanced degree or professional certification required.</li><li>CFA preferred</li></ul>
Technical &amp; Professional Skills<ul><li>Deep understanding of institutional investment theory, portfolio construction, and multi-asset investing.</li><li>Demonstrated expertise in asset allocation, manager selection, and performance evaluation.</li><li>Strong presentation skills with the ability to explain complex investment concepts clearly to non-investment audiences.</li></ul>
Client &amp; Business Acumen<ul><li>Proven ability to lead investment committees and guide group decision-making toward consensus.</li><li>High level of professionalism, judgment, and credibility with senior institutional stakeholders.</li><li>Demonstrated success supporting or winning new institutional business.</li></ul>
Working with Us:
As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.
Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose.
We&rsquo;d love to learn more about how your interests and experience could be a fit with one of the world&rsquo;s most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater
Reasonable accommodation
Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com.
We hope you&rsquo;re excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.
Apply today and talk to us about your flexible working requirements and together we can achieve greater.</div>

Senior Portfolio Advisor II, Foundation & Institutional Advisors

<div>JOB DESCRIPTION 
The Global Fixed Income Currency and Commodities team (GFICC) at J.P. Morgan Asset Management is a leading fixed income manager with over $1 trillion in assets and expertise across major sectors and niche markets. Our shared research language, combining fundamental, quantitative valuation and technical inputs, facilitates the comparison of ideas across sectors and geographies. The Global Credit Team manages corporate bond portfolios utilizing a rigorous, disciplined investment process with emphasis on transparency, teamwork and close monitoring of risk. This process has helped us generate consistent alpha from sector and security selection over the longer term, across conservative buy and hold strategies, benchmarked accounts with differing alpha targets, and total return&ndash;focused portfolios, including those within our flagship multi-asset strategies.
As the Investment Grade Credit Portfolio Manager within the Fixed Income team, you will have a proven track record of consistent alpha generation and a strong fiduciary mindset. You will report into the Head of US Credit and work closely with a team of deeply experienced portfolio managers, fundamental credit research analysts and traders. You will be based in New York and will coordinate with a large team of portfolio managers and credit analysts in NY, Columbus, and London, including the Global Head of Credit.
Job Responsibilities<ul><li>
Translate investment process outputs into recommendations and implement across portfolios</li><li>
Generate positive sector alpha and influence cross-sector discussions by partnering with research to surface key developments and translate analyst insights into actionable positioning
</li><li>Identify trades, rotations, and relative value (RV) opportunities and size appropriately, balancing return vs. risks and aligning it with portfolio objectives.</li><li>
Identify developing themes early and recommend how to maneuver portfolios to benefit from them, including assigning appropriate risk to nascent themes.</li><li>
Adapt quickly when facts change and recommend concrete portfolio risk adjustments
</li><li>Partner effectively with other PMs, research, traders, and risk/governance teams
</li><li>Maintain command of key portfolio metrics and advanced risk measures</li><li>
Provide weekly thematic relative value/market-direction updates that provide monetizable opportunities and present differing views with supporting evidence to challenge and strengthen team positioning.</li><li>
Contribute to platform content and articulate and advocate investment views in regular forums, building clear, consistent arguments that help steer strategy across the platform and calibrate portfolio positioning.</li></ul>
Required qualifications, capabilities and skills
<ul><li>Minimum of 10 years of credit investing / portfolio management experience</li><li>
Deep knowledge of fixed income and credit markets</li><li>
Strong fiduciary mindset</li><li>
Proven track record of delivering alpha through sector/security selection while taking into account macro strategy</li><li>
Collaborative investor that embraces a team based approached
</li><li>Clear and effective communicator willing to engage in lively investment discussions</li><li>
Familiarity with portfolio/risk management tools</li><li>
Proactive in adopting and leveraging new technologies to drive efficiency, enhance decision-making, and improve investment outcomes</li></ul>
Preferred qualifications, capabilities and skills<ul><li>
CFA designation and/or a postgraduate degree a plus</li></ul>
ABOUT US 
<div>
<div>JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world&rsquo;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.
</div><div>We offer 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.
<div>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&rsquo; and employees&rsquo; 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 &amp; Co. is an Equal Opportunity Employer, including Disability/Veterans 
</div></div></div> 
 
ABOUT THE TEAM 
J.P. Morgan Asset &amp; 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.</div>

Asset Management - Investment Grade Credit Portfolio Manager - Executive Director

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