Capital Advisory Group - Capital Introduction - Associate jobs in United States
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JPMorganChase · 3 days ago

Capital Advisory Group - Capital Introduction - Associate

JPMorganChase is one of the oldest financial institutions, offering innovative financial solutions to a diverse clientele. The role involves advising hedge fund managers on capital formation strategies and connecting them with institutional investors, while employing data analysis to provide insights on industry trends.

Asset ManagementBankingFinancial Services
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Growth Opportunities
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H1B Sponsor Likelynote

Responsibilities

Advise hedge fund managers on capital formation strategy and institutional investors on hedge fund manager selection
Act as a key resource to introduce alternative investment managers to qualified institutional investors, such as endowments, foundations, pension funds, insurance companies, sovereign wealth funds and various private wealth channels
Employ rigorous data analysis to draw key insights on industry trends that range from fees & terms structures to industry flows
Collaborate on innovative capital development strategic solutions for managers by leveraging firm research and advanced data analysis tools

Qualification

Alternative investmentsData analysisMicrosoft ExcelMicrosoft PowerPointSIE ExamSeries 7Analytical skillsEntrepreneurial mindsetCommunication skillsOrganizational skillsTeam player

Required

2+ years of relevant full-time work experience, preferably as an institutional allocator investing in alternative investments (mainly hedge funds), capital introduction, and/or hedge fund marketing
SIE Exam and Series 7 must be acquired
Understanding of alternative investments
Exceptional analytical, quantitative, communication, and organizational skills, with a proven ability to synthesize complex subject matter effectively
Positive, energetic team players that will contribute to a supportive team environment
The role is ideal for entrepreneurial individuals driven by intellectual curiosity rather than routine process
Strong knowledge of Microsoft Excel and PowerPoint

Benefits

Comprehensive health care coverage
On-site health and wellness centers
A retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching

Company

JPMorganChase

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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.

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 reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3471)
2024 (3469)
2023 (3395)
2022 (3594)
2021 (2515)
2020 (2495)

Funding

Current Stage
Public Company
Total Funding
unknown
1998-02-01IPO

Leadership Team

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Allison Beer
CEO of Card Services and Connected Commerce
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Dan Mendelson
CEO, Morgan Health
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Company data provided by crunchbase