Private Bank - Alternative Investment Specialist - Vice President
About The Position
J.P. Morgan Asset & Wealth Management is a global investment and wealth management business serving institutions, high-net-worth individuals, and retail investors. J.P. Morgan Wealth Management provides customized advice, services, capabilities, and products to high-net-worth individuals and families, drawing on the firm’s commercial and investment banking capabilities. Global Alternative Investment Solutions selects and monitors alternative asset managers for the Global Private Bank and advises clients on allocations to alternative investments. Its coverage includes hedge funds, private equity funds, private credit funds, and real asset funds. The team works with asset managers, internal investment specialists, and clients, and oversees more than $200 billion of client capital invested across alternatives. The Alternative Investment Specialist works with Investment Advisors and clients on product launches and ongoing opportunities, advises on alternative investment products and implementation, and represents the team’s views internally and externally. The role also includes travel to regional offices in the Central and West regions and a focus on teamwork and mentoring junior colleagues.
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) required; these exams may be taken after commencement of employment.
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 clients’ 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 in the context of the market.
- 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.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
