Alternatives Fund Structuring, Associate

JPMorgan Chase & Co.•New York, NY

3d•$120,000 - $165,000

About The Position

The Alternatives Fund Structuring Associate plays a key role on the Alternative Investments Group deal team, supporting the senior deal captain in transaction management and overseeing designated projects. The role involves regular interaction with senior J.P. Morgan Private Bank executives, fund management teams and principals, and external service providers, with exposure to private bank and wealth management clients. The Associate supports transaction execution from late due diligence through fund launch, including investment and market analysis, review of offering materials, preparation of client-facing marketing materials, coordination of legal and operational sign-offs, and successful closing. The role also contributes to relationship management, post-placement monitoring, fundraising reporting, pipeline decisions, and guidance for junior analysts. The Alternative Investments Group is a global team within J.P. Morgan’s Private Bank that sources alternative investment opportunities across hedge funds, private equity, and real estate for private banking and wealth management clients. The group applies a disciplined selection process and considers tax issues for U.S. and non-U.S. investors when developing investment vehicles.

Requirements

Bachelor’s degree.
2–3 years of experience working in project teams.
Excellent written and oral communication skills.
Excellent relationship management and interpersonal skills.
Demonstrated ability to analyze and solve problems and manage multiple tasks at once.
Ability to work flexibly as a team player and independently.

Nice To Haves

Strong interest in alternative investments.

Responsibilities

Manage mid-stream transaction execution from late due diligence through fund launch.
Use firm and industry resources to analyze investment strategies, competitor funds, and market positioning as required.
Work with the Solutions Product Development Team, internal and external legal counsel, and tax colleagues to analyze and comment on offering materials, including private placement memoranda, subscription documents, and partnership agreements.
Develop marketing materials, including flipbook presentations, executive summaries, and cover letters, that clearly present key marketing points and investment considerations to wealth management clients.
Sign off on subscription documents and work with internal and external legal counterparts to train the marketing force on document execution.
Review and communicate non-standard structural and operational issues to global middle office teams before investment launch.
Educate and advise the AIG Investment Specialist Team on transactions so it can respond to regional teams’ questions about investment opportunities.
Coordinate ongoing relationships with fund management teams, private bank marketers, and internal and external service partners, including middle office, fund administration, and external counsel.
Assist the AIG due diligence team in post-placement investment monitoring, including participating in quarterly issuer update calls or meetings as required.
Participate in strategic decisions about the AIG deal pipeline and organize the offering calendar and transaction activities, including document production and distribution, legal documentation sign-off, and final closing and funding under strict deadlines.
Help address ad hoc issues, including limited partner amendments, defaults, performance matters, and regulatory issues.
Monitor the fundraising process and report on it to senior management.
Informally supervise and guide junior Analyst colleagues.