Wealth Management - Alternative Investment Specialist

JPMorganChase • Dallas, TX

2d

About The Position

J.P. Morgan Asset & Wealth Management is a global leader in investment and wealth management, serving institutions, high-net-worth individuals, and retail investors. The division offers investment management across all major asset classes and provides a range of services for individual investors. J.P. Morgan Wealth Management specifically focuses on delivering high-quality advice and comprehensive solutions to high net worth individuals and families globally, leveraging the firm's commercial and investment banking capabilities. The Global Alternative Investment Solutions team is responsible for selecting and monitoring alternative asset managers for the Global Private Bank and advising clients on alternative investment allocations. This involves communication with asset managers, internal specialists, and clients. The team covers various asset classes including hedge funds, private equity funds, private credit funds, and real asset funds, managing over $200 billion in client capital. The team is a collaborative, cross-functional group located in multiple international offices.

Requirements

• 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).

Responsibilities

• 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.
• Traveling, sometimes accompanied by Fund managers, to regional offices in the Central and West region for meetings and events.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed