The Alternatives Fund Structuring Associate assumes a pivotal role on the deal team, supporting the senior deal captain in transaction management and overseeing designated projects. The Associate has regular interaction with senior executives within J.P. Morgan Private Bank as well as with fund management teams/principals and external service providers.  The Associate will also have exposure to private bank and wealth management clients.

 

Responsibilities

• Responsible for mid-stream transaction execution from late due diligence to fund launch.

• Utilize appropriate firm and industry resources to complete analysis of investment strategy, competitor funds and market positioning, as required.

• Work with the Solutions Product Development Team, internal/external legal counsel and tax colleagues to analyze and comment on offering materials, including the private placement memorandum, subscription documents and partnership agreements.

• Develop marketing materials including a flipbook presentation, executive summary and cover letters that present a clear, concise message that highlights the key marketing points and investment considerations to wealth management clients.

• Responsible for sign-off on subscription documents and working with internal/external legal counterparts to train marketing force regarding execution of documents.

• Review, identify and communicate any non-standard structural and operational issues to global middle office teams prior to launch of investment.

• Educate and advise AIG Investment Specialist Team on each transaction to ensure that they are equipped to answer questions from regional teams regarding the investment opportunity.

• Coordinate ongoing relationship management with fund management teams, private bank marketers and internal and external service partners (e.g., middle office, fund administration and external counsel).

• Assist AIG due diligence team in monitoring investments post-placement including participating in quarterly update calls/meetings with issuers as required.

• Participate in strategic decisions related to AIG deal pipeline and organize offering calendar and all aspects of a transaction including: overseeing production and distribution of all offering/closing documents, legal documentation sign-off, and ensuring successful final closing, including funding, often under strict deadlines.

• Actively assist in addressing ad hoc issues (e.g. limited partner amendments, defaults, performance 
  

  and regulatory issues).

• Monitor and report on fundraising process to senior management.

• Informally supervise and provide guidance to junior Analyst colleagues. 

 

Qualifications

• Bachelors Degree

• 2-3 years experience working in project teams

• Excellent written and oral communication skills 

• Excellent relationship management and interpersonal skills

• Demonstrated ability to analyze and solve problems and to manage multiple tasks at once 

• Flexible team player with ability to work independently 

• Strong interest in alternative investments preferred

 

Compensation

 

Salary for this position is competitive.

Join the Alternative Investments Group in NYC!