Private Bank - Alternative Investment Specialist - Vice President

About the role

J.P. Morgan Asset & Wealth Management, with client assets of $2.4 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds.

Global Alternative Investment Solutions is responsible for the selection and monitoring of alternative asset managers for the Global Private Bank, and advising clients on allocations to alternative investments. This will include communications with asset managers, internal investment specialists, and clients considering the use of an alternative asset manager within an investment portfolio.

Responsibilities

• Working closely with Investment Advisors and Bankers in the U.S., as well as with clients, on new product launches and ongoing alternative investment opportunities.
• Representing and articulating the views of the Global Alternative Investment Solutions teams at key internal and external meetings
• Analyzing client multi-asset class investment portfolios and providing alternative investment product and implementation advice in conjunction with Advisors.
• Articulating the manager selection process and how the alternative platform offering fits the Global Private Bank strategy within a market context
• Actively participating in Global Alternative Investment Solutions meetings, demonstrating leadership.
• Focusing on teamwork, with particular emphasis on fostering and mentoring junior talent within the group.
• Traveling, sometimes accompanied by Fund managers, to regional offices in the Central and West region 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; experience within a capital markets environment preferred.
• The ability to convey knowledge and credibility in front of managers, clients and investors.
• 6+ years of experience in investment sales, alternative investment due diligence, alternative product investor relations, alternatives product specialist functions, etc.
• Experience in both private investments and hedge funds preferred.
• Strong teamwork and interpersonal skills.
• Strong oral and written communication skills
• FINRA General Securities Representative Exam (i.e. Series 7) and Uniform Securities Agent State Law Examination (i.e. Series 63) required (may take these exams after commencement of employment)

Benefits

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.

We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more.