JPMorganChase · 15 hours ago
Asset Management - Institutional Real Estate Investment Specialist (East Coast) - Executive Director
J.P. Morgan Asset & Wealth Management is a global leader in investment and wealth management, managing over $2 trillion in client assets. The role of Asset Management - Real Estate Investment Specialist involves prospecting for new clients and deepening existing relationships while providing strategic thought leadership.
Asset ManagementBankingFinancial Services
Responsibilities
Growing and maintaining our Real Estate Americas book of business with our U.S. client base (including corporate pension funds, state and government sponsored investment funds, insurance companies, endowments and foundations, as well as other investors)
Initiating relationships with new clients, expanding number of mandates with existing clients, garnering additional commitments for existing mandates as well as maintaining existing mandates
Manage existing client relationships with the goal of creating strategic partnerships by deepening and expanding the assets we manage on their behalf
Establishing an annual strategic plan, maintaining regular contact with key client representatives, including field consultants, delivering very clear and concise account reviews, including thoughtful interpretations of near term economic and other relevant external events
Understanding client investment goals and objectives and providing thought leadership on solutions to meet their investment objectives
Delivering the platform and firm resources to the client
Keeping abreast of the competitor landscape and providing insights and driving messaging on how to position our strategies to best compete
Establish excellent collaborative working relationships with the Client and Consultant Advisor teams, investment teams, research, portfolio managers, investor relations, product development and other key stakeholders across the firm
Pursue new business opportunities which fit with our business platform and model, identifying the investment organizations which are prospects for our products and services and establish relationships with senior investment professionals at these organizations
Qualification
Required
Minimum 7+ years of experience successfully raising capital for real estate investment strategies or equivalent investment experience
Network of relationships with Eastern U.S. institutional real estate investors
Ability to deliver concise, persuasive, and technically sound new business presentations and investment reviews including market outlook, fund/portfolio and underlying investments
Excellent written and oral communication skills and intellectual curiosity in the subject matter
Strong relationship building skills applicable to existing clients, prospective clients and internal stakeholders across Real Estate Americas and the broader firm
Strong understanding of regional economic forecasts and the ability to interpret them relative to the performance of all products being represented by this team
Ability to incorporate current economic forecast information from internal and external sources into asset class and fund positioning communications
Working knowledge of portfolio construction and strategic asset allocation
Strong work ethic, results oriented and willingness to travel
Highest ethical values in professional and personal conduct
Undergraduate degree in business or related field
Preferred
Series 3, 7 and 63 certifications (or willingness to achieve)
Higher level of education preferred, MBA/CFA
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
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 CompanyTotal Funding
unknown1998-02-01IPO
Leadership Team
Recent News
Private Banker International
2026-01-19
2026-01-17
Company data provided by crunchbase