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Wealth Management, Senior Alternatives Investment Specialist, Executive Director

ExperiencedNo visa sponsorship
J.P. Morgan logo

at J.P. Morgan

Bulge Bracket Investment Banks

Posted 8 days ago

No clicks

**Wealth Management, Senior Alternatives Investment Specialist, Executive Director** - New York-based role requiring 8+ years in alternatives investment sales. Spearhead product launches and client advice, balancing client portfolio analysis and manager selection process. Leverage robust alternative investing knowledge, from hedge funds to real estate. Collaborate cross-functionally, driving leadership and mentorship, and communicate effectively across diverse stakeholders. Certifications include Series 7 and Series 63.

Compensation
Not specified

Currency: Not specified

City
New York City
Country
United States

Full Job Description

Location: New York, NY, 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.

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

Responsibilities will include:

  • Working closely with Investment Advisors and Bankers in the U.S., as well as with 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.

Key attributes will include:

  • 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 preferred. 
  • The ability to convey knowledge and credibility in front of managers, clients and investors.
  • 8+ 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 preferred.
  • 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)
Join the Alternatives Investment Specialist team as an Executive Director in New York

Wealth Management, Senior Alternatives Investment Specialist, Executive Director

Compensation

Not specified

City: New York City

Country: United States

J.P. Morgan logo
Bulge Bracket Investment Banks

8 days ago

No clicks

at J.P. Morgan

ExperiencedNo visa sponsorship

**Wealth Management, Senior Alternatives Investment Specialist, Executive Director** - New York-based role requiring 8+ years in alternatives investment sales. Spearhead product launches and client advice, balancing client portfolio analysis and manager selection process. Leverage robust alternative investing knowledge, from hedge funds to real estate. Collaborate cross-functionally, driving leadership and mentorship, and communicate effectively across diverse stakeholders. Certifications include Series 7 and Series 63.

Full Job Description

Location: New York, NY, 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.

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

Responsibilities will include:

  • Working closely with Investment Advisors and Bankers in the U.S., as well as with 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.

Key attributes will include:

  • 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 preferred. 
  • The ability to convey knowledge and credibility in front of managers, clients and investors.
  • 8+ 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 preferred.
  • 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)
Join the Alternatives Investment Specialist team as an Executive Director in New York