Asset Management - Transportation Investment Specialist - Executive Director

JPMorgan Chase • New York, NY

92d

About The Position

Come and join our Alternatives Global Transportation team as an Investment Specialist. Our alternative strategies are designed to achieve specific client outcomes and built to deliver uncorrelated returns to traditional asset classes. Customized alternative portfolios can be tailored to individual client needs. We offer strategies across the alternative investment spectrum, including real estate, private equity and credit, infrastructure, transportation, liquid alternatives and hedge funds. As an Investment Specialist in Global Transportation, you will actively engage in maintaining and developing relationships between the investment team, the Client and Consulting Advisor teams. You will represent Global Transportation on business related matters, including, but not limited to marketing, product development and sales/retention strategy. Most importantly, we believe in doing ‘first class business in a first-class way’. Therefore, you should share our passion for creating an exceptional client experience and managing our business in an ethical and compliant way.

Requirements

• Demonstrated track record in developing business across a range of investor segments, including institutional and sovereign.
• Developed interpersonal and presentation skills to deal with clients and colleagues at all levels.
• Excellent communication (written and verbal), analytical, financial, time management and organizational skills.
• Attention to detail and interest in transportation assets (maritime, energy logistics, aviation, railcar, container leasing, vehicle fleets, etc.).
• Degree in Finance, Economics, or related subjects.
• 50-75% travel required.

Nice To Haves

• Comfortable working in a fast-paced environment across multiple time zones.
• Strong multi-tasking, time management and problem-solving skills.
• Previous experience working with transportation / open-end funds.
• Series 7 and 63 licenses helpful, but not required.
• Knowledge of or experience in Transportation sector.
• Ex-veterans with Naval experience are welcome to apply.
• A CFA or Master’s Degree in Business Administration would be additive.

Responsibilities

• Know the portfolios they represent as if they were the Portfolio Manager (PM).
• Work in close partnership with PM(s) on business strategy, product strategy and distribution strategy.
• Accountable for client and RFP materials as well as internal marketing tools.
• Promote the strategies they represent internally and externally.
• Engage with the sales teams across distribution channels to develop distribution strategy, targets and tactical plans.
• Partner with Client Advisors (CAs) and consultant sales team to pitch for new business.
• Be the voice of the strategies in conferences, road shows, seminars and training.
• Implement guidelines and coordinate with other teams for smooth onboarding of new wins.
• Conduct Quarterly/Annual account reviews and ensure clients have the necessary information.
• Work closely with client advisors to represent Global Transportation strategies and develop business globally.
• Maintain credibility with both PMs and clients as the primary point of contact on investment matters.

What This Job Offers

• Education Level: Bachelor's degree