JPMorganChase

Wealth Management, Global Investment Strategist, Latin America and Global Families Group

JPMorganChase  •  New York City, NY (Onsite)  •  2 days ago
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Job Description

We are seeking a dynamic and experienced Investment Strategist to join J.P. Morgan Private Bank’s LatAm & GFG Investment Strategy team, based in New York. The Investment Strategy team is responsible for bringing the best of J.P. Morgan’s investment research to our international clients, creating insights that drive clients to create higher returning, more resilient portfolios. The role combines direct client engagement with leveraging technology to create innovative, high-conviction investment content across internal and external channels.

As an Investment Strategist in the LatAm & GFG Investment Strategy team, you will be a compelling communicator in both English and Spanish and/or Portuguese, with broad expertise across global macro and multi-asset investing. They will be expected to represent the Private Bank's views with authority and clarity in client meetings, events, and media, while also driving key content initiatives that scale the team's impact across the region.

Job Responsibilities

  • Serve as a senior voice on the LatAm & GFG Investment Strategy team, delivering the firm's macro and multi-asset views to clients and prospects through one-on-one meetings, roadshows, and large-scale events across the region.
  • Produce high-quality written content for both internal and external audiences — including recurring publications, thematic pieces, and market commentary — that translates the team's strongest convictions into clear, actionable insights.
  • Own and drive select content initiatives end-to-end (e.g., a flagship regional outlook, new content series, commercial initiatives), taking responsibility for narrative development, production cadence, and stakeholder coordination.
  • Engage with local media as a representative of the Private Bank's investment views, enhancing the firm's external profile and mindshare with clients and prospects.
  • Stress-test and enhance the firm’s investment thinking through direct client interaction, feeding insights back to sharpen research and positioning.
  • Collaborate closely with the Head of Investment Strategy, portfolio and product specialists, asset class teams, and client-facing Investment and Advice teams to ensure alignment of views and relevance of messaging to the region’s broader strategy.

Required Qualifications, Capabilities, and Skills

  • 8+ years of experience in financial markets, ideally as a macro/multi-asset strategist, economist, or senior research analyst on the buy-side or sell-side.
  • Demonstrated ability to synthesize complex macro and cross-asset themes into compelling, client-ready narratives.
  • Exceptional communication skills in English and Spanish and/or Portuguese (written and verbal), with media experience a plus.
  • Strong intellectual curiosity and the ability to form and articulate independent views on markets and economies.
  • Demonstrated experience with portfolio construction concepts and the ability to connect macro views to actionable investment solutions.
  • Ability to independently investigate and produce original analysis on key macro and investment themes.
  • Proficiency with market data and research tools (Bloomberg, FactSet, Haver, etc.) and Microsoft Office. Direct experience in exploring the latest tools in investment technology and AI is 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. 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. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

JPMorganChase

About JPMorganChase

With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets.

We serve millions of customers and many of the world’s most prominent corporate, institutional, and government clients daily, managing assets and investments, offering business advice and strategies, and providing innovative banking solutions and services.

Social Media Terms and Conditions: https://bit.ly/JPMCSocialTerms

© 2024 JPMorgan Chase & Co. All rights reserved. JPMorganChase is an Equal Opportunity Employer, including Disability/Veterans.

Industry
Finance & Insurance
Company Size
10,000+ employees
Headquarters
New York, NY
Year Founded
Unknown
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