Location: Dallas, TX, United States

J.P. Morgan Asset & Wealth Management, with client assets of $2.4 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.

J.P. Morgan Wealth Management is a global wealth management leader that delivers the highest quality advice, service, capabilities and products to high net worth individuals and families around the world. We deliver highly customized and comprehensive solutions to help clients with the many complexities they face by leveraging the commercial and investment banking capabilities of the firm.

About Global Alternative Investment Solutions

Global Alternative Investment Solutions is responsible for the selection and monitoring of alternative asset managers for the Global Private Bank, and advising clients on allocations to alternative investments. This will include communications with asset managers, internal investment specialists, and clients considering the use of an alternative asset manager within an investment portfolio.  Managers include multiple asset classes across hedge funds, private equity funds, private credit funds, and real asset funds.  With over $200 billion of client capital invested across alternatives, the team brings a unique perspective to sourcing and advising on alternative investment opportunities.  The team consists of a collaborative cross functional team of professionals including Investment Specialists, Investor Relations, Due Diligence, Structuring and other functional support colleagues located in New York, Los Angeles, Nashville, London, Geneva, Hong Kong, Singapore, and Mumbai

Job responsibilities: 

• Working closely with Investment Advisors and their clients on new product launches and ongoing alternative investment opportunities. 
• Representing and articulating the views of the Global Alternative Investment Solutions teams at key internal and external meetings
• Analyzing client multi-asset class investment portfolios and providing alternative investment product and implementation advice in conjunction with Advisors.
• Articulating the manager selection process and how the alternative platform offering fits the Global Private Bank strategy within a market context
• Actively participating in Global Alternative Investment Solutions meetings, demonstrating leadership.
• Focusing on teamwork, with particular emphasis on fostering and mentoring junior talent within the group.
• Traveling, sometimes accompanied by Fund managers, to regional offices in the Central and West region for meetings and events.

Required qualifications, capabilities, and skills:

• Specific knowledge of, and hands-on product experience in, alternative investments, including hedge funds, private equity, private credit and real estate
• Proven experience in investment management sales; experience within a capital markets environment. 
• The ability to convey knowledge and credibility in front of managers, clients and investors.
• 6+ years of experience in investment sales, alternative investment due diligence, alternative product investor relations, alternatives product specialist functions, etc. Experience in both private investments and hedge funds.
• Strong teamwork and interpersonal skills.
• Strong oral and written communication skills
• FINRA General Securities Representative Exam (i.e. Series 7) and Uniform Securities Agent State Law Examination (i.e. Series 63) required (may take these exams after commencement of employment)

 

Investment Specialist partnering with Investment Advisors in the South Region of the U.S. (Texas Florida) as well as with clients, on new product launches and ongoing alternative investment opportunities. Dallas-Based.