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Type of Role: Investments

Experience Level: VP/Principal/Director

Location: New York City, New York

Salary: $143K - $300K

J.P. Morgan Asset Management is the world’s third-largest alternatives manager, with a 40-year history of delivering innovative alternative solutions across market cycles. Our alternative investment engines are managed by highly specialized independent teams, backed by the global reach, vast resources and robust governance of J.P. Morgan Asset Management. Our alternative strategies are designed to achieve specific client outcomes and built to deliver uncorrelated returns to traditional asset classes. Customized alternative portfolios can be tailored to individual client needs. We offer strategies across the alternative investment spectrum, including real estate, private equity and credit, infrastructure, transportation, liquid alternatives and hedge funds.

      • Role Summary 

        The Alternatives Investment Strategy& Solutions (AISS) team is an independent team within J.P. Morgan Asset Management, which leverages the breadth of the J.P. Morgan Alternatives platform to design, build, and manage multi-alternatives solutions. The Investment Specialist will work closely with the AISS investment and portfolio management team to play a lead role in prospecting for new clients for multi-alternatives solutions, deepening existing client and consultant relationships, and assisting in the creation of innovative and differentiated multi-alternatives thought leadership. To be successful in the role, the candidate will require excellent verbal and written communication skills, deep private markets knowledge, an ability to work directly with clients across client channels, and excellent attention to detail and detailed organizational skills. The position is to be based in New York. The geographic focus of the role is across the Americas.Job Responsibilities

         

        • Lead role in identifying, developing, and growing our Americas client base across AISS discretionary and non-discretionary solutions (including U.S. private wealth and institutional channels, such as registered investment advisors, wealth management platforms, public and corporate pension plans, insurance clients, E&Fs, and institutional consultants).
        • Detailed investment knowledge, working in close partnership with the AISS investment team on the AISS investment process and how the AISS offering fits within the Global Alternatives platform, as well as with multi-alternatives product development and product design
        • Keeping abreast of the competitor landscape and providing insights and driving messaging on how to best position our strategies and solutions relative to the competitive market
        • Ability to understand complex private markets analytical solutions and be able to succinctly articulate to clients, working closely and developing strong relationships with Client Advisors across the Americas, as well as with external clients
        • Create and maintain customized top quality collateral for multi-alternatives solutions (e.g., flipbooks, market overviews, etc.), including leading the completion of customized client requests, including RFPs, RFIs and DDQs
        • Establish strong understanding of J.P. Morgan Alternatives platform and investment strategies, including partnering closely with Alternatives product teams
        • Focusing on teamwork, with particular emphasis on fostering and mentoring junior talent within the group and an active member of Alternatives leadership and community efforts

        Required Qualifications, Capabilities And Skills

         

        • Minimum 7-10+ years of experience successfully raising capital for alternatives investment strategies or equivalent investment experience; preference with strong experience raising capital across diversified alternatives strategies
        • Strong understanding of a range of investor types; private wealth knowledge and experience preferred
        • Ability to deliver concise, persuasive and technically sound new business presentations and investment reviews including market outlook, the overall portfolio and underlying investments
        • Excellent written and oral communication skills and intellectual curiosity in the subject matter
        • Strong understanding of alternatives portfolio construction, with the ability to interpret complex analytical engagements and articulate them across all solutions being represented by this team
        • Ability to incorporate current economic forecast information from internal and external sources into asset class and fund positioning communications and working knowledge of portfolio construction and strategic asset allocation
        • Undergraduate degree in business, finance, economics or related field

        Preferred Qualifications, Capabilities And Skills

         

        • MBA/CFA/CAIA preferred
        • Series 3, 7, 24 and 63 certifications (or willingness to achieve)

        ABOUT US

        JPMorgan Chase& Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

        We recognize that our people are our strength and the diverse talents and perspectives that 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. In accordance with applicable law, we make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as any mental health or physical disability needs. (If you are a US or Canadian applicant with a disability and wish to request an accommodation to complete the application process, please contact us by calling the Accessibility Line (US and Canada Only) 1-866-777-4690 and indicate the specifics of the assistance needed.)

        We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and 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.

        JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans