Asset Management - Investment Specialist, Municipals - Managing Director

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.