Bulge Bracket Investment Banks
Asset Management - Real Estate Private Wealth Investment Specialist - Vice President
at J.P. Morgan
ExperiencedNo visa sponsorship
Posted 16 days ago
No clicks
As an Investment Specialist on the Real Estate Americas client strategy team, you will drive asset growth and market share for real estate products within the Private Wealth channel, partnering with JP Morgan US Funds and the Private Bank. You will develop and implement sales strategies, collaborate with internal sales channels and partners, and position real estate solutions with RIAs and broker-dealer partners. The role involves creating compelling client materials and presentations, managing territory and client relationships, and ensuring regulatory-compliant investor communications. Preferred certifications include Series 7 and Series 3 (or willingness to obtain).
- Compensation
- Not specified
- City
- New York City
- Country
- United States
Currency: Not specified
Full Job Description
Location: New York, NY, United States
Short Business Description
Real Estate Americas is part of J.P. Morgan Private Markets in Asset Management. With over $67 billion in AUM, the Real Estate Americas team is one of the largest managers of open-end real estate funds. The team has been managing real estate investments on behalf of our clients for 60+ years, during which time we have established ourselves as a market leader. The team comprises 230 real estate professionals across six markets in the U.S. and manages over 500 clients globally across various real estate strategies spanning the risk spectrum and capital stack.
Job Summary
As an Investment Specialist on the Real Estate Americas client strategy team you will be focused on raising assets and gaining share for our real estate products through the Private Wealth channel. In this role you will be a leading member of the real estate wealth team responsible for growing Real Estate Americas assets through partnership with JP Morgan US Funds business and the JP Morgan Private bank. Private Wealth Alternatives in the U.S. is a rapidly growing $2T market and represents an enormous opportunity for J.P. Morgan Asset Management (JPMAM). As a leading Alternatives institutional manager (over $200B AUM globally across real estate, infrastructure and real assets, private equity, private credit and hedge funds) — and a leading asset manager for U.S. financial intermediaries ([$458B] AUM in mutual funds, SMAs and ETFs, including liquid alternatives) — we’re powerfully positioned to bring private market solutions our financial intermediary partners.
Job Responsibilities
- Collaborate with internal sales channels to proactively position our real estate solutions through RIA’s and our broker-dealer partners.Develop and implement a comprehensive sales strategy that aligns with the platform’s objectives, driving both growth and competitive positioning.Work collaboratively with internal partners to position our real estate solutions, focusing on consistency, efficiency, and timely delivery of materials and reports.Maintain a comprehensive understanding of the real estate industry, markets, and trends to effectively translate insights into client responses and materials.Keep abreast of the competitor landscape, providing insights and messaging to best position our strategies.Assist in strategic projects that support the platform's growth, fostering collaboration and innovation.Ensure all investor communications and materials comply with regulatory requirements and industry standards.Required Qualifications, Capabilities, and Skills
- 5+ years of experience in positioning investment products/alternatives in the wealth channel with a strong background in real estate investment.Extensive background and definable success in working with financial intermediaries in the wealth channels.Strong relationship building skills applicable to external clients, internal colleagues within Real Estate and across JPMorgan.Excellent presentation skills which enable the delivery of concise and persuasive new business presentations and investment reviews.Ability to incorporate current economic forecast information provided by other professionals within the organization plus ability to seek out and integrate relevant external economic and other related investment and product information into communications with clients, prospects, and consultants.Proven organizational skills and success in territory and client management.Ability to lead in a fast-paced environment, steering strategic projects that support growth and competitive positioning.Proficiency in creating compelling client materials, presentations, and reports, with a focus on storytelling and translating complex concepts into engaging visuals.Excellent communication skills for effective collaboration with stakeholders and delivering clear client support.Experience in fostering team collaboration and ensuring alignment with strategic goals.Strong understanding and interest in real estate investment management.Preferred Qualifications, Capabilities, and Skills
- Series 7 and Series 3 certifications required (or willingness to obtain).
Promote asset growth and expand market share for real estate products in the Private Wealth sector as an Investment Specialist. You can keep the corporate title market if needed.
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Job Details
Bulge Bracket Investment Banks16 days ago
clicks
Asset Management - Real Estate Private Wealth Investment Specialist - Vice President
at J.P. Morgan
ExperiencedNo visa sponsorshipNot specified
Currency not set
City: New York City
Country: United States
As an Investment Specialist on the Real Estate Americas client strategy team, you will drive asset growth and market share for real estate products within the Private Wealth channel, partnering with JP Morgan US Funds and the Private Bank. You will develop and implement sales strategies, collaborate with internal sales channels and partners, and position real estate solutions with RIAs and broker-dealer partners. The role involves creating compelling client materials and presentations, managing territory and client relationships, and ensuring regulatory-compliant investor communications. Preferred certifications include Series 7 and Series 3 (or willingness to obtain).
Full Job Description
Location: New York, NY, United States
Short Business DescriptionReal Estate Americas is part of J.P. Morgan Private Markets in Asset Management. With over $67 billion in AUM, the Real Estate Americas team is one of the largest managers of open-end real estate funds. The team has been managing real estate investments on behalf of our clients for 60+ years, during which time we have established ourselves as a market leader. The team comprises 230 real estate professionals across six markets in the U.S. and manages over 500 clients globally across various real estate strategies spanning the risk spectrum and capital stack.Job SummaryAs an Investment Specialist on the Real Estate Americas client strategy team you will be focused on raising assets and gaining share for our real estate products through the Private Wealth channel. In this role you will be a leading member of the real estate wealth team responsible for growing Real Estate Americas assets through partnership with JP Morgan US Funds business and the JP Morgan Private bank. Private Wealth Alternatives in the U.S. is a rapidly growing $2T market and represents an enormous opportunity for J.P. Morgan Asset Management (JPMAM). As a leading Alternatives institutional manager (over $200B AUM globally across real estate, infrastructure and real assets, private equity, private credit and hedge funds) — and a leading asset manager for U.S. financial intermediaries ([$458B] AUM in mutual funds, SMAs and ETFs, including liquid alternatives) — we’re powerfully positioned to bring private market solutions our financial intermediary partners.Job Responsibilities- Collaborate with internal sales channels to proactively position our real estate solutions through RIA’s and our broker-dealer partners.Develop and implement a comprehensive sales strategy that aligns with the platform’s objectives, driving both growth and competitive positioning.Work collaboratively with internal partners to position our real estate solutions, focusing on consistency, efficiency, and timely delivery of materials and reports.Maintain a comprehensive understanding of the real estate industry, markets, and trends to effectively translate insights into client responses and materials.Keep abreast of the competitor landscape, providing insights and messaging to best position our strategies.Assist in strategic projects that support the platform's growth, fostering collaboration and innovation.Ensure all investor communications and materials comply with regulatory requirements and industry standards.Required Qualifications, Capabilities, and Skills
- 5+ years of experience in positioning investment products/alternatives in the wealth channel with a strong background in real estate investment.Extensive background and definable success in working with financial intermediaries in the wealth channels.Strong relationship building skills applicable to external clients, internal colleagues within Real Estate and across JPMorgan.Excellent presentation skills which enable the delivery of concise and persuasive new business presentations and investment reviews.Ability to incorporate current economic forecast information provided by other professionals within the organization plus ability to seek out and integrate relevant external economic and other related investment and product information into communications with clients, prospects, and consultants.Proven organizational skills and success in territory and client management.Ability to lead in a fast-paced environment, steering strategic projects that support growth and competitive positioning.Proficiency in creating compelling client materials, presentations, and reports, with a focus on storytelling and translating complex concepts into engaging visuals.Excellent communication skills for effective collaboration with stakeholders and delivering clear client support.Experience in fostering team collaboration and ensuring alignment with strategic goals.Strong understanding and interest in real estate investment management.Preferred Qualifications, Capabilities, and Skills
- Series 7 and Series 3 certifications required (or willingness to obtain).
Promote asset growth and expand market share for real estate products in the Private Wealth sector as an Investment Specialist. You can keep the corporate title market if needed.
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