Asset Management - Real Estate Private Wealth Investment Specialist - Vice President

JPMorgan Chase•New York, NY

17d

About The Position

As an Investment Specialist on the Real Estate Americas client strategy team you will be focused on raising assets and gaining share for our real estate products through the Private Wealth channel. In this role you will be a leading member of the real estate wealth team responsible for growing Real Estate Americas assets through partnership with JP Morgan US Funds business and the JP Morgan Private bank. Private Wealth Alternatives in the U.S. is a rapidly growing $2T market and represents an enormous opportunity for J.P. Morgan Asset Management (JPMAM). As a leading Alternatives institutional manager (over $200B AUM globally across real estate, infrastructure and real assets, private equity, private credit and hedge funds) — and a leading asset manager for U.S. financial intermediaries ([$458B] AUM in mutual funds, SMAs and ETFs, including liquid alternatives) — we’re powerfully positioned to bring private market solutions our financial intermediary partners.

Requirements

5+ years of experience in positioning investment products/alternatives in the wealth channel with a strong background in real estate investment.
Extensive background and definable success in working with financial intermediaries in the wealth channels.
Strong relationship building skills applicable to external clients, internal colleagues within Real Estate and across JPMorgan.
Excellent presentation skills which enable the delivery of concise and persuasive new business presentations and investment reviews.
Ability to incorporate current economic forecast information provided by other professionals within the organization plus ability to seek out and integrate relevant external economic and other related investment and product information into communications with clients, prospects, and consultants.
Proven organizational skills and success in territory and client management.
Ability to lead in a fast-paced environment, steering strategic projects that support growth and competitive positioning.
Proficiency in creating compelling client materials, presentations, and reports, with a focus on storytelling and translating complex concepts into engaging visuals.
Excellent communication skills for effective collaboration with stakeholders and delivering clear client support.
Experience in fostering team collaboration and ensuring alignment with strategic goals.
Strong understanding and interest in real estate investment management.

Nice To Haves

Series 7 and Series 3 certifications required (or willingness to obtain).

Responsibilities

Collaborate with internal sales channels to proactively position our real estate solutions through RIA’s and our broker-dealer partners.
Develop and implement a comprehensive sales strategy that aligns with the platform’s objectives, driving both growth and competitive positioning.
Work collaboratively with internal partners to position our real estate solutions, focusing on consistency, efficiency, and timely delivery of materials and reports.
Maintain a comprehensive understanding of the real estate industry, markets, and trends to effectively translate insights into client responses and materials.
Keep abreast of the competitor landscape, providing insights and messaging to best position our strategies.
Assist in strategic projects that support the platform's growth, fostering collaboration and innovation.
Ensure all investor communications and materials comply with regulatory requirements and industry standards.

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