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Type of Role: Investments

Experience Level: Managing Director/CIO

Location: New York City, New York

Salary: $300K - $500K

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.

JOB DESCRIPTION

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan’s U.S. Private Bank.  If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.

As an Investment Specialist you are responsible for helping the Banker win new clients and deepen and strengthen existing client relationships through advisement on investment solutions.

Job Responsibilities

  • Conduct investment reviews with clients to validate the clients’ current investment objectives and prepare recommendations of appropriate investment products
  • Develop investment policy statements and advise on asset allocation
  • Closes sales of complex investment products
  • Support coordination of sales effort with Capital Advisors, Trust Officers and Wealth Advisors Focus on qualified purchaser clients and act as primary resource for investment communication
  • Build excellent working relationships with internal clients
  • Adhere to internal and external policies and procedures regarding securities transactions and code of conduct
  • Provide guidance to junior staff

 

Required Qualifications, Capabilities, Skills

  • Bachelor’s degree required; MBA or CFA preferred
  • Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
  • Seven plus years’ experience in Private Banking or Financial Services industry
  • Demonstrated understanding of wealth management including, but not limited to: credit, deposits, trust and financial planning

 

Preferred Qualifications, Capabilities, Skills

  • Ideal candidate has prior experience providing complex investment solutions to individuals
  • In depth experience and/or knowledge of hedge funds, private equity and alternative investments
  • Able to execute trades smoothly and seamlessly and tasked with managing brokerage activity
  • Sales experience including: profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals

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 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.
The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorgan Chase was awarded the “WELL Health-Safety Rating” for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment.

 

As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm’s current COVID-19 or other infectious disease health and safety requirements, including local requirements.  Requirements include sharing information including your vaccine card in the firm’s vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law.

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, discretionary incentive compensation which may be 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.

Equal Opportunity Employer/Disability/Veterans

ABOUT THE TEAM

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.​