Asset Management - Investment Specialist, Municipals - Managing Director

Job description

The Global Fixed Income, Currency and Commodities team (GFICC) at J.P. Morgan Asset Management is one of the world's deepest and best-resourced fixed income managers, with expertise across all major fixed income sectors, including niche markets. Every investment decision in our fixed income solutions is underpinned by the proprietary research of a globally integrated team of sector specialists. Our shared research language, combining fundamental, quantitative valuation and technical inputs, facilitates the comparison of ideas across sectors and geographies.

GFICC manages a broad range of strategies through funds and separately managed accounts, including broad market, long duration, stable value, intermediate high yield, emerging market debt, short and ultra-short duration, global bonds, structured products, mortgages, and tax aware strategies. The Customized Bond Portfolios (CBP) group within GFICC manages approximately $200 billion in Separately Managed Account (SMA) assets across municipal bonds, government securities, corporate credit, high yield, preferreds, international fixed income, and multi-sector strategies.

Job Summary

As a Municipals Investment Specialist within the CBP team, you will serve as the senior client facing representative for J.P. Morgan Asset Management's Municipal Bond SMA platform, representing approximately $100 billion in municipal SMA assets. You will represent the investment team on business-related matters, including client servicing, business development, investment communications, distribution strategy, thought leadership, content creation, product development, and asset growth initiatives.

A key priority for this role will be supporting the continued growth of the Municipal business across third-party channels, including wealth management platforms, registered investment advisors (RIAs), intermediaries, and institutional investors.

Job Responsibilities

Serve as the lead Investment Specialist and primary representative for the Municipal Bond platform within Customized Bond Portfolios. Collaborate closely with portfolio managers on broad platform, prospects, existing accounts, and strategic growth initiatives. Engage with sales teams across distribution channels to jointly develop distribution strategy and execute business development plans. Drive initiatives designed to increase assets under management and strengthen the franchise's presence across wealth management platforms, RIAs, broker-dealers, and intermediary channels.

Develop and maintain relationships with key decision-makers across financial advisor networks, consultant communities, and third-party distribution partners. Analyze portfolios, including positioning, sector allocations, performance results, risk analytics, and market opportunities. Develop engaging, compelling, and dynamic marketing content, investment commentary, and thought leadership to position strategies in an evolving market environment.

Partner with client advisors, consultants, and distribution on new business opportunities, platform placements, RFPs, due diligence questionnaires, and presentations. Operate as a business owner for the Municipal platform, identifying opportunities to improve client experience, streamline business processes, and elevate the franchise. Required Qualifications, Capabilities, and Skills 15+ years of experience in municipal fixed income.

Bachelor's Degree. Series 7 and Series 63 licenses. Extensive knowledge and experience across municipal fixed income markets, tax-aware investing, and separately managed account solutions. Proven ability to build and maintain relationships with financial advisors, consultants, wealth management platforms, and key distribution partners. Strong understanding of portfolio construction, credit analysis, interest rate strategy, duration management, municipal market dynamics, and performance attribution.

Exceptional interpersonal, presentation, and communication skills with the ability to engage clients and colleagues at all levels. Dynamic and credible professional with excellent written and verbal communication skills. Strong knowledge of Bloomberg, PowerPoint, and advanced Excel. Preferred Qualifications, Capabilities, and Skills Advanced degree or certification, such as MBA or CFA. Investortools Perform experience. Python or related analytical programming experience is a plus.