Job Description:
Latest job information from JPMorganChase for the position of Wealth Management, Senior Alternative Investment Specialist - South, Managing Director. If the Wealth Management, Senior Alternative Investment Specialist - South, Managing Director vacancy in United States matches your qualifications, please submit your latest application or CV directly through the updated Jobkos job portal.
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Global Alternative Investment Solutions
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 includes communication with asset managers, internal investment specialists, and clients considering the use of an alternative asset manager within an investment portfolio. Managers span multiple asset classes across hedge funds, private equity funds, private credit funds, and real asset funds. With over $200 billion of client capital invested across alternatives, the team brings a unique perspective to sourcing and advising on alternative investment opportunities. The team operates across New York, Los Angeles, Nashville, London, Geneva, Hong Kong, Singapore, and Mumbai.
Responsibilities
- Work closely with Investment Advisors and Bankers in the U.S., as well as with clients, on new product launches and ongoing alternative investment opportunities.
- Represent and articulate the views of the Global Alternative Investment Solutions team at key internal and external meetings.
- Analyze client multi‑asset‑class investment portfolios and provide alternative investment product and implementation advice in conjunction with advisors.
- Articulate the manager selection process and explain how the alternative platform offering fits the Global Private Bank strategy within a market context.
- Actively participate in Global Alternative Investment Solutions meetings, demonstrating leadership.
- Focus on teamwork, fostering and mentoring junior talent within the group.
Key Attributes
- 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.
- Ability to convey knowledge and credibility in front of managers, clients and investors.
- 15+ years of experience in investment sales, alternative investment due diligence, alternative product investor relations, or related specialist functions; 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 (Series 7) and Uniform Securities Agent State Law Examination (Series 63) required (may take these exams after commencement of employment).
Benefits
We offer a competitive total rewards package including a base salary determined by role, experience, skill set and location. Eligible employees may receive commission‑based pay and/or discretionary incentive compensation in cash or equity. Additional 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. Details about compensation and benefits will be provided during the hiring process.
Equal Employment Opportunity
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity or expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs.
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Job Info:
- Company: JPMorganChase
- Position: Wealth Management, Senior Alternative Investment Specialist - South, Managing Director
- Work Location: United States
- Country: US
How to Submit an Application:
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