Wealth Management - Alternative Investment Specialist

JPMorgan Chase & Co.•Dallas, TX

2d•$150,000 - $285,000

About The Position

J.P. Morgan Asset & Wealth Management is a global leader in investment and wealth management, with client assets of $2.4 trillion. The division offers investment management across all major asset classes and provides retirement products and services, brokerage and banking services. J.P. Morgan Wealth Management is a global wealth management leader that delivers high-quality advice, service, capabilities, and products to high net worth individuals and families worldwide. 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 includes communications with asset managers, internal investment specialists, and clients. 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 located in various global 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.