JPMorganChase · 5 months ago
Wealth Management, Senior Alternative Investment Specialist, Executive Director
2029 Century Park E, Los Angeles, CA, 90067, US
Full-time
Onsite
Senior Level, Lead/Staff, Director/Executive
$170K/yr - $350K/yr
6+ years expJ.P. Morgan Asset & Wealth Management is a global leader in investment and wealth management, serving a diverse clientele. They are seeking a Senior Alternative Investment Specialist to work closely with Investment Advisors and clients on alternative investment opportunities, focusing on manager selection and portfolio analysis.
Asset ManagementBankingFinancial Services
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
Qualification
Required
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)
Preferred
Experience within a capital markets environment preferred
Experience in both private investments and hedge funds preferred
Company
JPMorganChase
With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets.
10001+ employees
H1B Sponsorship
JPMorganChase has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
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Funding
Current Stage
Public CompanyTotal Funding
unknown1998-02-01IPO
Leadership Team
Allison Beer
CEO of Card Services and Connected Commerce
Dan Mendelson
CEO, Morgan Health
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