Asset Management - FOF Portfolio Manager

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.​

Responsibilities:

• Be responsible for the daily investment decision-making and portfolio management of public FOF products, formulate and implement asset allocation strategies, sub-fund screening and allocation plans, and be responsible for the return, risk and drawdown control of the portfolio;
• Dynamically adjust tactical asset allocation in combination with macroeconomics, policy trends and market sentiment to tap sources of excess return such as style rotation, industry track and alternative strategies;
• Interfacing with institutional clients and channels, participating in product roadshows and strategy communication.

Required Qualifications, Competencies and Skills:

• Master’s degree or above from well-known universities, finance, economics, quantitative economics, statistics, financial engineering and other related fields;
• 5+ years of FOF/MOM investment research experience in public funds, broker AM, insurance AM or bank WM, including at least 2+ years of experience in independently managing FOF products;
• Track record of public performance and best-in-class risk-adjusted returns (e.g. Sharpe ratio, Karma ratio);
• Proficient in general asset allocation theory and practice, familiar with multi-factor models, fund attribution analysis, risk budgeting, etc.
• Strong market judgment, strict risk awareness, sophisticated investment logic and decision-making process;
• Driven and focused, with a strong results-oriented work ethic and a strong commitment to teamwork;
• AMAC qualification required. 

工作职责：

• 负责公募FOF产品的日常投资决策与组合管理，制定并执行大类资产配置策略、子基金筛选与配置方案，对组合的收益、风险及回撤控制负责；
• 结合宏观经济、政策走向及市场情绪，动态调整战术资产配置，挖掘风格轮动、行业赛道、另类策略等超额收益来源；
• 对接机构客户及渠道，参与产品路演与策略沟通

所需的资格、能力和技能：

• 国内外知名院校硕士及以上学历，金融、经济、数量经济、统计、金融工程等相关专业
• 5年以上公募基金、券商资管、保险资管或银行理财子FOF/MOM投研经验，其中至少2年以上独立管理FOF产品经验
• 具备可追溯的公开业绩记录，且风险调整后收益（如夏普比率、卡玛比率）处于市场同类产品前列
• 精通大类资产配置理论与实战，熟悉多因子模型、基金归因分析、风险预算等工具
• 具备敏锐的市场判断力与严格的风控意识，有成熟的投资逻辑与决策流程
• 有驱动力和专注力，以及以结果为导向的强烈职业道德和对团队协作
• 具备基金从业资格