Bulge Bracket Investment Banks

Posted 2 months ago

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As an Investment Specialist Associate on J.P. Morgan's Alternative Asset Management team, you will serve as the primary point of contact for clients, prospects, and client advisors, supporting sales and client service for primarily institutional clients. The role includes business development and marketing support, creating materials and social media strategy, producing client reporting, and coordinating globally across the Hedge Fund Solutions team. You will assist senior team members with portfolio reviews, RFP responses, data enrichment and automation projects, and other high-profile initiatives and client deliverables. The position requires strong Excel and PowerPoint skills, attention to detail, a proactive mindset, and at least 3 years of relevant experience.

Compensation: Not specified
City: New York City
Country: United States

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Location: New York, NY, United States

Job Summary

As an Investment Specialist Associate in the J.P. Morgan Alternative Asset Management team within Global Alternatives Investment Solutions based in New York, you will serve as the main point-of-contact for our clients, prospects, and J.P. Morgan Asset Management’s Client Advisors. The Investment Specialist team is responsible for new business development and the servicing of our primarily institutional client base. As an Associate, you are an integral support role in assisting on all fronts. You will work closely with senior members of the team to be a critical support system in supporting our sales and client service efforts. The role will provide you with an opportunity to drive sales efforts and problem solve in a fast-paced environment. You should have a passion for markets and demonstrate intellectual curiosity regarding our investment offerings. You will be proactive and anticipate the next steps for success. You will primarily work on the below with additional responsibilities developing based on the team’s needs and your skillset.

Job Responsibilities

Serve as the main point-of-contact for our clients, prospects, and J.P. Morgan Asset Management’s Client Advisors

Create and implement a marketing and social media strategy in partnership with team leaders and J.P. Morgan Asset Management Marketing

Help support business development efforts by working closely with team leaders to develop compelling marketing materials and thought leadership pieces for external and internal audiences

Drive coordination across the Hedge Fund Solutions Investment Specialist team globally

Produce and review regular reporting and commentary on client portfolios

Collaborate with various teams to support data enrichment and automation efforts to enhance sales and marketing processes

Support senior team members with ad-hoc tasks and client deliverables

ssist in the preparation for portfolio reviews with existing clients including creation of materials

Contribute to and own high-profile projects and business initiatives as needed

Respond to client queries and formal Requests for Proposal

Required qualifications, capabilities and skills

3+ years’ relevant experience

Bachelors Degree in Finance, Economics or related field

Intense attention to detail

Outstanding work ethic and commitment to success

Demonstrated interest in markets and hedge fund investments

Proactive mindset and ability to anticipate questions and team needs

Superior excel and PowerPoint skills

Strong written and verbal communication skills

Well organized work style

Comfortable understanding of investment risk and return statistics

Preferred qualifications, capabilities and skills

Progress toward CAIA and/or CFA a plus

Python experience a plus

Serve as the support contact for clients and advisors in the Alternative Asset Management team.

Full Job Description