Alternative Investment Specialist- New York, NY

JPMorgan Chase & Co.•New York, NY

13h

About The Position

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.

Requirements

At least 1 year of Financial Services Experience
Interest in alternative investments and willingness to learn
Bachelor’s degree or equivalent experience
A valid and active Series 7 license is required or must be obtained within 90 days of starting in the role as a condition of employment
If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam
A valid and active Series 66 (63/65) license is required or must be obtained within 90 days of starting in the role as a condition of employment

Nice To Haves

Willingness to adapt and learn new technology and regulatory policies.
Experience in operations or client service is a plus.

Responsibilities

Manage Alternatives documents, including, submission, monitoring and working with clients to complete/correct
Support Private Client Advisors and their clients by assisting with service requests and alternative investment transactions
Help gather required documentation and coordinate with partners to ensure timely and accurate completion of transactions
Respond to basic inquiries related to alternative investments, escalating complex issues to senior team members
Learn and follow operational procedures, compliance requirements, and industry best practices to ensure activities are executed accurately and in accordance with firm policies
Collaborate with Advisors, clients, and cross-functional teams to collect necessary information and facilitate approvals
Track the progress of requests and provide status updates to Advisors and clients as needed
Develop foundational knowledge of alternative investments, including hedge funds, private equity, private credit, private real estate, and infrastructure
Participate in training sessions and team meetings to stay current on product offerings, operational changes, and regulatory updates
Contribute to a culture of teamwork, collaboration, and continuous improvement within the operations support team
Seek guidance and mentorship from senior team members to support professional development