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Chase · 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 exp

J.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, providing insights and advice on multi-asset class portfolios.

BankingFinancial 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

Alternative investmentsInvestment management salesDue diligencePrivate equityHedge fundsPrivate creditInvestor relationsClient relationsMarket context understandingFund manager interactionProduct launchesInvestment portfolio analysisClient advisingRegional office meetingsCapital markets experienceSourcing investment opportunitiesAlternative product specialistClient capital managementInvestment strategyClient engagementFund performance analysisInvestment trends analysisRegulatory complianceFinancial analysisRisk assessmentClient relationship managementInvestment product knowledgeClient needs assessmentInvestment performance reportingMarket analysis

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)