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Asset Management - Institutional Hedge Fund Solutions - Associate

ExperiencedNo visa sponsorship
J.P. Morgan logo

at J.P. Morgan

Bulge Bracket Investment Banks

Posted 3 days ago

No clicks

**Asset Management - Institutional Hedge Fund Solutions - Associate** Support senior portfolio managers in New York, providing detailed analysis, trade implementation, and client service. Collaborate cross-functionally to enhance processes and ensure regulatory compliance. Key responsibilities involve client advisor communication, trade execution, marketing materials creation, and investment performance analysis. Requirements: Bachelor's degree in Finance, Economics, or related field; 2+ years' relevant experience; advanced Excel and PowerPoint skills; strong communication, detail-oriented, proactive mindset, and interest in markets. Preferred: CAIA/CFA progress, Python experience, automation skills.

Compensation
Not specified

Currency: Not specified

City
New York City
Country
United States

Full Job Description

Location: New York, NY, United States

Job Summary
The Institutional Hedge Fund Solutions Team is responsible for the portfolio management, new business development, and the servicing of JPMAAMs ultra-high net worth and institutional client base. As an Associate, you will provide an integral support role for the senior members of the team.  You will work closely with senior portfolio managers to perform detailed analysis, help implement investment decisions, and provide operational support through the lifecycle of a trade.  This role will also provide you with an opportunity to support sales efforts in a fast-paced environment. You should have a passion for markets and demonstrate intellectual curiosity regarding our hedge fund solutions. You will primarily work on the below with additional responsibilities developing based on the teams needs and your skillset. 

Job Responsibilities

  • Serve as the main point-of-contact for client advisors and other internal partners
  • Help facilitate new client onboarding including the preparation of client documentation, ownership of account setup, and related processes
  • Full ownership of the trade execution process including trade booking, cash management, guideline management, and trade documentation 
  • Create marketing materials to highlight the value drivers and key attributes for each of the teams investment strategies       
  • Create detailed analysis to support investment recommendations, address client questions, and explain the performance of our solutions 
  • Collaborate with various teams to support data enrichment and automation efforts to enhance portfolio management, trade implementation, and sales processes 
  • Support senior team members with ad-hoc operational tasks and client deliverables 
  • Assist in the preparation for portfolio reviews with existing clients including creation of materials 
  • Work closely with legal, risk management, and compliance to ensure our solutions and processes adhere and adapt to changes in industry regulation


  • Required qualifications, capabilities and skills 
  • 2+ years relevant experience 
  • Bachelors degree in Finance, Economics, Statistics or other 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
  • Experience automating manual processes and creating AI based solutions also helpful
Great opportunity to join the Institutional Hedge Funds Solutions team!

Asset Management - Institutional Hedge Fund Solutions - Associate

Compensation

Not specified

City: New York City

Country: United States

J.P. Morgan logo
Bulge Bracket Investment Banks

3 days ago

No clicks

at J.P. Morgan

ExperiencedNo visa sponsorship

**Asset Management - Institutional Hedge Fund Solutions - Associate** Support senior portfolio managers in New York, providing detailed analysis, trade implementation, and client service. Collaborate cross-functionally to enhance processes and ensure regulatory compliance. Key responsibilities involve client advisor communication, trade execution, marketing materials creation, and investment performance analysis. Requirements: Bachelor's degree in Finance, Economics, or related field; 2+ years' relevant experience; advanced Excel and PowerPoint skills; strong communication, detail-oriented, proactive mindset, and interest in markets. Preferred: CAIA/CFA progress, Python experience, automation skills.

Full Job Description

Location: New York, NY, United States

Job Summary
The Institutional Hedge Fund Solutions Team is responsible for the portfolio management, new business development, and the servicing of JPMAAMs ultra-high net worth and institutional client base. As an Associate, you will provide an integral support role for the senior members of the team.  You will work closely with senior portfolio managers to perform detailed analysis, help implement investment decisions, and provide operational support through the lifecycle of a trade.  This role will also provide you with an opportunity to support sales efforts in a fast-paced environment. You should have a passion for markets and demonstrate intellectual curiosity regarding our hedge fund solutions. You will primarily work on the below with additional responsibilities developing based on the teams needs and your skillset. 

Job Responsibilities

  • Serve as the main point-of-contact for client advisors and other internal partners
  • Help facilitate new client onboarding including the preparation of client documentation, ownership of account setup, and related processes
  • Full ownership of the trade execution process including trade booking, cash management, guideline management, and trade documentation 
  • Create marketing materials to highlight the value drivers and key attributes for each of the teams investment strategies       
  • Create detailed analysis to support investment recommendations, address client questions, and explain the performance of our solutions 
  • Collaborate with various teams to support data enrichment and automation efforts to enhance portfolio management, trade implementation, and sales processes 
  • Support senior team members with ad-hoc operational tasks and client deliverables 
  • Assist in the preparation for portfolio reviews with existing clients including creation of materials 
  • Work closely with legal, risk management, and compliance to ensure our solutions and processes adhere and adapt to changes in industry regulation


  • Required qualifications, capabilities and skills 
  • 2+ years relevant experience 
  • Bachelors degree in Finance, Economics, Statistics or other 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
  • Experience automating manual processes and creating AI based solutions also helpful
Great opportunity to join the Institutional Hedge Funds Solutions team!