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Wealth Management - Institutional Investment Solutions - Senior Portfolio Manager - Executive Director

J.P. Morgan

Accounting & Finance

Worcester, MA, USA

Posted on Feb 26, 2026

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Join a highly specialized investment team that partners with leading institutional investors to build customized, multi-asset portfolios. You will shape long-term strategy, bring modern investment insights to life, and help institutional clients achieve their goals. Work alongside experienced portfolio managers in a collaborative, growth-minded culture. Elevate client outcomes while advancing your career in an environment that values curiosity, accountability, and impact.

Job summary

As a Senior Portfolio Manager within Institutional Investment Solutions, you design and manage bespoke multi-asset strategies for large asset owners. You advise on strategic asset allocation, portfolio construction, and governance to help clients institutionalize wealth for future generations. You partner closely with advisors and investors to execute solutions across public and private markets. You lead clear client communication, regular reviews, and tailored recommendations to keep portfolios aligned with long-term objectives.

You draw on the full breadth of internal and external investment capabilities to create diversified portfolios across asset classes. You share current investment perspectives through roundtables, client events, and educational forums. You deepen relationships with family offices, endowments, and retirement plans, and help drive regional growth by engaging advisors and collaborating on new opportunities.

Job responsibilities

Lead portfolio management for bespoke multi-asset solutions in discretionary and advisory frameworks
Understand each client’s plan and goals; design and implement customized, long-term investment strategies
Advise on strategic asset allocation and portfolio construction; establish policy and governance frameworks
Partner with advisors and investors to execute solutions across client accounts
Allocate and oversee investments across investment management accounts, separately managed accounts, hedge funds, private equity, private credit, and real estate
Conduct regular investment reviews; monitor performance and risk; prepare tailored recommendations
Deliver thought leadership; share investment insights; host roundtables; speak at client events; contribute to education
Deepen engagement with large asset owners; build trusted relationships across family offices, endowments, and retirement plans
Drive new business and regional growth; lead campaigns and collaborate on new opportunities
Maintain proactive client communication, documentation, and alignment to strategic plans
Uphold robust investment governance and compliance standards

Required qualifications, capabilities, and skills

Minimum 15 years of investment experience in an institutional chief investment office, institutional multi-asset practice, or direct work with institutional clients
Demonstrated track record managing global multi-asset portfolios, with emphasis on alternative investments and market strategies
Expertise in strategic asset allocation, portfolio construction, and cross-asset class analysis
Experience designing and implementing customized discretionary and advisory solutions
Proven ability to advise on investment policy and governance for institutional investors
Strong written and verbal communication skills with the ability to explain complex concepts to sophisticated stakeholders in both English and Chinese
Collaborative relationship builder with experience partnering across advisors, investors, and internal teams
Regulatory licenses in Hong Kong: Type 1, Type 4, and Type 9

Preferred qualifications, capabilities, and skills

Experience in a family office chief investment office team or institutional portfolio management at a leading asset manager
Success engaging and advising large asset owners across Asia
Public speaking and client education experience (roundtables, events, forums)
Proven ability to drive new business growth with advisors and cross-functional teams
Experience overseeing allocations to hedge funds, private and real estate asset markets
Recognized industry credential such as Chartered Financial Analyst (CFA)

J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world’s most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.

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.

J.P. Morgan Asset & 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.

Shape bespoke multi-asset portfolios for large asset owners; lead strategy, advise, and grow with a collaborative team.