The Capital Advisory Group (“CAG”) sits within Global Sales & Marketing and is comprised of Capital Introduction & Consulting. We advise hedge fund founders on their capital development and business strategy, while simultaneously covering thousands of large institutional investors around the globe (Sovereign Wealth Funds, Endowments, Foundations, Family Offices, Pensions, etc.). By delivering tailored guidance on capital formation and business strategy to managers, and offering specialized insight on hedge fund strategies to help allocators with their investment decisions, CAG helps both sides build stronger, more sustainable partnerships to drive long-term growth. The consulting team acts as an outsourced management consultant to our hedge fund manager clients on a variety of matters including, but not limited to, building out operational and legal infrastructure. The Capital Advisory Group works closely with the Prime Finance & Alternatives Sales teams.

Job 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

Required qualifications, capabilities and skills:

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

About Us

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These 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. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender 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. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

About the Team

J.P. Morgan’s Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.