Wealth Management, Global Investment Strategist, Latin America and Global Families Group
Accounting & Finance
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.
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
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.
Join the Global Investment Strategy team as a Strategist for Latin America and Global Families Group