Private Bank - Alternative Investment Specialist - Vice President
About The Position
The Alternative Investment Specialist is part of J.P. Morgan Private Bank’s Global Alternative Investment Solutions team, which selects and monitors alternative asset managers and advises clients on alternative investment allocations. The team covers hedge funds, private equity, private credit and real asset funds, and works with asset managers, internal investment specialists and clients. It operates as a collaborative, cross-functional group with colleagues in multiple global locations. In this Vice President role, you will partner with Investment Advisors and clients on new product launches and ongoing alternative investment opportunities. You will analyze client portfolios, advise on alternative investment products and implementation, and explain the manager selection process and the platform’s place in the Global Private Bank strategy and market context. The role also represents the team in internal and external meetings, contributes leadership and mentorship, and includes travel to regional offices in the Central and West regions for meetings and events.
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 and experience within a capital markets environment.
- Ability to convey knowledge and credibility in front of managers, clients and investors.
- At least 6 years of experience in investment sales, alternative investment due diligence, alternative product investor relations, alternatives product specialist functions, or related areas.
- Experience in both private investments and hedge funds.
- Strong teamwork and interpersonal skills.
- Strong oral and written communication skills.
- FINRA General Securities Representative Exam (Series 7) and Uniform Securities Agent State Law Examination (Series 63) are required; these exams may be taken after employment commences.
Responsibilities
- Work closely with Investment Advisors and their clients on new product launches and ongoing alternative investment opportunities.
- Represent and articulate the views of the Global Alternative Investment Solutions teams at key internal and external meetings.
- Analyze client multi-asset class investment portfolios and provide alternative investment product and implementation advice in conjunction with Advisors.
- Explain the manager selection process and how the alternative platform offering fits the Global Private Bank strategy within a market context.
- Actively participate in Global Alternative Investment Solutions meetings and demonstrate leadership.
- Foster teamwork, with particular emphasis on mentoring junior talent within the group.
- Travel, sometimes accompanied by fund managers, to regional offices in the Central and West regions for meetings and events.
Benefits
- Competitive total rewards package, including base salary.
- Eligible roles may receive commission-based pay and/or discretionary incentive compensation in cash and/or forfeitable equity.
- Comprehensive health care coverage.
- On-site health and wellness centers.
- Retirement savings plan.
- Backup childcare.
- Tuition reimbursement.
- Mental health support.
- Financial coaching.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
