Institutional Investment Solutions (“IIS”) is a highly specialized global team of seasoned investment professionals within J.P. Morgan Wealth Management Solutions, managing over $50 billion in customized multi-asset solutions for Family Offices, Endowments, and Defined Contribution Plans. The investment solutions we provide range from bespoke multi-asset discretionary portfolios to tailored single asset class mandates combining Discretionary and Consultative/Advisory approaches.

 

IIS designs, implements, and manages these solutions by leveraging the full breadth of J.P. Morgan Asset & Wealth Management’s investment capabilities—drawing on both in-house expertise and leading external managers.

We understand institutional investors have distinct goals, risk profiles, and liquidity needs. Our platform is designed to address these priorities and adapt to a changing investment landscape, offering flexible engagement as either a dedicated Outsourced CIO or a strategic partner to in-house investment teams.  Our senior investment team averages over 20 years of experience, with backgrounds in Family Office CIO teams and institutional portfolio management at leading Asset Managers.

Our expertise spans long-term investing, including strategic asset allocation, portfolio construction, and comprehensive cross-asset class analysis. In addition, IIS has deep experience advising institutional investors on building robust investment governance frameworks, establishing investment policy, and institutionalizing wealth for future generations.

 

Job summary

As a senior Portfolio Manager of the Institutional Investment Solutions (IIS) team, you will partner closely with International Private Bank Advisors to deliver IIS’s specialized capabilities to our largest and most sophisticated large asset owner clients. You will serve as the primary portfolio manager for multi-asset solutions delivered to this client base in either Discretionary and Consultative/Advisory frameworks.

 

Job responsibilitiesLead portfolio management for bespoke multi-asset solutions in discretionary and advisory frameworksUnderstand each client’s plan and goals; design and implement customized, long-term investment strategiesAdvise on strategic asset allocation and portfolio construction; establish policy and governance frameworksPartner with advisors and investors to execute solutions across client accountsAllocate and oversee investments across investment management accounts, separately managed accounts, hedge funds, private equity, private and real asset marketsConduct regular investment reviews; monitor performance and risk; prepare tailored recommendationsDeliver thought leadership; share investment insights; host roundtables; speak at client events; contribute to educationDeepen engagement with large asset owners; build trusted relationships across family offices, endowments, and retirement plansDrive new business and regional growth; lead campaigns and collaborate on new opportunitiesMaintain proactive client communication, documentation, and alignment to strategic plansUphold robust investment governance and compliance standardsRequired qualifications, capabilities, and skillsMinimum 15 years of investment experience in an institutional chief investment office, institutional multi-asset practice, or direct work with institutional clientsDemonstrated track record managing global multi-asset portfolios, with emphasis on alternative investments and  global market strategiesExpertise in strategic asset allocation, portfolio construction, and cross-asset class analysisExperience designing and implementing customized discretionary and advisory solutionsProven ability to advise on investment policy and governance for institutional investorsStrong written and verbal communication skills with the ability to explain complex concepts to sophisticated stakeholders in both English and ChineseCollaborative relationship builder with experience partnering across advisors, investors, and internal teamsRegulatory licenses in Hong Kong: Type 1, Type 4, and Type 9 or ability to obtainPreferred qualifications, capabilities, and skillsExperience in a family office chief investment office team or institutional portfolio management at a leading asset managerSuccess engaging and advising large asset owners across AsiaPublic speaking and client education experience (roundtables, events, forums)Proven ability to drive new business growth with advisors and cross-functional teamsExperience overseeing allocations to hedge funds, private and real asset marketsRecognized industry credential such as Chartered Financial Analyst (CFA)