Wealth Management, Alternative Investments Group, Senior Alternative Investments Specialist @ JPMorgan Chase Bank, N.A. - New York, NY

Job Overview

a month ago

Wealth Management, Alternative Investments Group, Senior Alternative Investments Specialist

JPMorgan Chase Bank, N.A. - New York, NY

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 the Alternative Investments Group

The Alternative Investments Group (AIG) is responsible for the selection and monitoring of alternative asset managers for Global Wealth Management clients. This will include communications with asset managers, internal investment specialists, and clients considering the use of an alternative asset manager within an investment program. Managers include multiple asset classes across hedge funds, private equity funds, private credit funds, and real estate funds. With over $115 billion of client capital invested across alternatives, the team brings a unique perspective to sourcing and offering alternative investment opportunities. AIG 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 Alternative Investments Group 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 Wealth Management strategy within a market context
  • Actively participating in Alternative Investment Group 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.

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.
  • 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 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)

JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorgan Chase was awarded the "WELL Health-Safety Rating" for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment.

As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm's current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm's vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law.

Equal Opportunity Employer/Disability/Veterans

Similar Jobs

Wealth Management: Investment Banking Experience Preferred

Northwestern Mutual

New York, NY

Financial management, insurance, and financial services. Through a distinctive, whole-picture planning approach, Northwestern Mutual Financial Advisors/Wealth…

PWM Client Service Associate | Winter 2023 (Hybrid)

First Republic Bank

New York, NY

Act as a liaison between the Wealth Managers, the clients, and Private Wealth Management middle office and operations teams.

International Lending Specialist

Morgan Stanley

New York, NY

Escalations and post booking management on existing credit. Familiarity with offshore wealth structuring jurisdictions and structures including Personal Holding…

JPMorgan Wealth Management- Risk Strategy & Execution, Associate

JPMorgan Chase Bank, N.A.

New York, NY

10+ years of experience and strong working knowledge of SEC, FINRA, MSRB rules and their applicability to a wealth management business and/or retail brokerage…

Chief of Staff for JPMorgan Wealth Management Risk

JPMorgan Chase Bank, N.A.

New York, NY

Knowledge of operational risk management, technology risk management and control principles. Prepare materials for and coordinate agenda for weekly and monthly…

Testing Lead (Banking OR Wealth Management)

Kani Solutions Inc.

Newark, NJ

Strong communication skills (verbal and written). Strong hold on QA best practices. Agile/Scrum Project participation experience.

Wealth Management, Solutions Product Development, Analyst

JPMorgan Chase Bank, N.A.

Jersey City, NJ

Minimum of 1-2 years' experience in wealth management or other similar financial services experience. Externally, the role will entail depth and breadth of…

Managing Director, Head of Advisor and Servicing Platform Team - J.P. Morgan Wealth Management

JPMorgan Chase Bank, N.A.

New York, NY

Drive disciplined performance management by clearly defining goals/priorities and tracking key performance indicators.

JP Morgan Wealth Management - Business Transformation

JPMorgan Chase Bank, N.A.

Jersey City, NJ

Demonstrate understanding of client and advisor wealth management processes (front and back office). 2+ years of experience in project management, strategic…

Credit Risk Controller Analyst

JPMorgan Chase Bank, N.A.

Brooklyn, NY

Support Credit Risk organization on regulatory exams and senior management ad-hoc requests. 3-7 years of experience in risk and/or financial reporting;…

Vice President Fiduciary Product Risk Manager - CCB

JPMorgan Chase Bank, N.A.

New York, NY

10+ years of experience and strong working knowledge of wealth management business and/or retail brokerage business. They must also be able to:

Principal Wealth & Asset Management Consultant

DataAxxis

New York, NY

Utilize expert knowledge in wealth management, including but not limited to financial planning, goals-based planning, investment management, products, practice…

Wealth & Asset Management - Senior Consultant

DataAxxis

New York, NY

Wealth management: 1 year (Preferred). Asset management: 1 year (Preferred). 2-4 years' experience with technology management or development.

Wealth Management Client Associate - Part-Time

Bank of America

New York, NY

We’re looking for the next generation of Wealth Management Client Associates (WMCA), who will be working with one or more of our 14,000 Professional Financial…

Client Service Associate

UBS

New York, NY

Business management, administration and support. Keep management systems up-to-date with client information. We’re looking for a Client Service Associate to:

Wealth Management - Private Bank - PB Professional - Law Firm Group - NYC

JPMorgan Chase Bank, N.A.

New York, NY

Our teams of Advisors deliver advice, solutions and services across investments, wealth planning, credit and banking to help clients build, preserve and manage…

JPMorgan Wealth Management - Private Client Investment Associate - Manhattan, NY

JPMorgan Chase Bank, N.A.

Manhattan, NY

Aid the Advisor(s) by building and maintaining client relationships and assisting the Advisor(s) with ongoing financial planning for clients and referral source…

Service Associate

Morgan Stanley

New York, NY

Remedy and/or escalate service breaks to management team. Service Associates perform operational support and oversight on behalf of the Complex as well as…

JPMorgan Wealth Management - Private Client Advisor - Midtown East Manhattan, NY

JPMorgan Chase Bank, N.A.

New York, NY

As part of Consumer Banking, the branch-based Chase Wealth Management Private Client Advisor offers comprehensive financial planning and advice to individuals…

Financial Advisor

Northwestern Mutual

New York, NY

Reimbursements for licensing and production-based bonus opportunities to help you get started. The ability to positively impact someone else's life.

CCB Chase Wealth Management Fiduciary Team Project Manager - Associate

JPMorgan Chase Bank, N.A.

New York, NY

Develop and prepare fiduciary oversight reporting and presentations for senior management. Strong critical thinking and project management skills to effectively…

Wealth Management, Marketing Manager - Annuity and Life Insurance - VP

JPMorgan Chase Bank, N.A.

New York, NY

Knowledge of life insurance products and their uses within client's financial plans for protection and wealth transfer planning, and how to position within our…

Credit Analyst II

First Republic Bank

New York, NY

Excellent organizational and time-management skills, and attention to detail. Eagle Lending is responsible for personal lines of credit, professional loan…

Managing Director - Head of Wealth Management Supervision

JPMorgan Chase Bank, N.A.

New York, NY

Oversee the firm's Supervisory Framework and ongoing enhancements to its models supporting the US Wealth Management business, the US Private Bank, the…