JPMorgan Chase Asset Management, Outsourced CIO (OCIO) Specialist, Associate in New York, New York

Asset and Wealth Management Overview

J.P. Morgan is a global leader in asset and wealth management services. The Asset & Wealth Management line of business serves institutional, ultra high net worth, high net worth and individual clients through its Asset Management and Wealth Management businesses. With client assets of $2.8 trillion and assets under management of $2.0 trillion, we are one of the largest asset and wealth managers in the world. (Assets as of March 31, 2018.)

Throughout its long and distinguished history, Asset & Wealth Management has been steadfastly committed to putting its clients' interests first. This fiduciary responsibility defines our relationship with clients and informs every decision we make on their behalf. The Asset & Wealth Management business is also guided by its strategic objective and business priorities.

Asset Management

J.P. Morgan Asset Management is a leading investment manager of choice for institutions, financial intermediaries and individual investors, worldwide. With a heritage of more than two centuries, a broad range of core and alternative strategies, and investment professionals operating in every major world market, we offer investment experience and insight that few other firms can match.

  • A clear focus on managing client assets and delivering strong risk-adjusted returns

  • More than 1,100 investment professionals providing strategies spanning the full spectrum of asset classes, including equity, fixed income, cash liquidity, currency, real estate, hedge funds and private equity

  • Leadership positions in the U.S., U.K., Continental Europe, Asia, and Japan

J.P. Morgan Asset Management is the marketing name for the investment management businesses of JPMorgan Chase & Co. and its affiliates worldwide

About the Role

OCIO assets today total $1.7T, split amongst consultants, asset managers, and boutiques. It is one of the fastest-growing parts of the asset management industry, and is a significant focus for our clients. The team partners with open architecture Outsourced CIO providers to deliver investment solutions to their clients, and is looking to hire an associate to support the sales effort and assist with business management.


  • Partner with Client Advisors to manage OCIO territories

  • Support the sales process from beginning to end

  • Work with internal partners (e.g. Client Service, Legal, Risk, Ops) to move mandates from the “won” to “funded” stage

  • Identify opportunities in the market

  • 4-year degree (BA/BS)

  • 3 + years’ work experience, Asset Management experience preferred

  • Must hold FINRA licenses - i.e. Series 7, 63

  • Strong time management and organization skills; able to maintain a high quality of work in a deadline driven environment

  • Able to communicate effectively – verbal and written

  • Proactive with a high level of attention to detail; quick learner who can adapt to changing priorities

  • Experience with PowerPoint and Excel preferred

JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.