Alternative Investments Support Specialist I
J.P. Morgan
The alternative investment segment is one of the fastest-growing areas within the Private Bank, with over 500 dedicated employees worldwide. In the Americas alone, our alternative investments assets-under-management exceed $100 billion. This position offers an excellent opportunity to immerse yourself in the alternatives world, attend training programs, and participate in senior leader meetings and conferences to expand your knowledge and expertise.
As an Alternative Investments Support Specialist in the Private Bank, you will play a crucial role in supporting our investor community by servicing our diverse suite of alternative investments, including private equity funds, hedge funds, and real estate funds. You will collaborate closely with internal teams such as Structuring, Investor Relations, Client Service, and Due Diligence, as well as engage with a wide array of external hedge/private equity funds and their administrators.
Job Responsibilities:
- Develop expertise in a designated set of alternative investments.
- Provide comprehensive support to the Investor community for JPMorgan’s alternative investment products.
- Cultivate and manage relationships with hedge/private equity funds and fund administrators.
- Oversee the instruction of subscriptions, redemptions, and transfers to hedge fund administrators.
- Facilitate capital calls and distributions for private equity funds.
- Process and book alternative investment transactions.
- Assist in the pricing and reconciliation of hedge/private equity fund positions.
- Generate ad-hoc reports for senior management.
Required qualifications, skills, and capabilities:
- Proactive, detail oriented, team player with strong organizational/multi-tasking skill set.
- Advanced proficiency in Excel.
- Ability to communicate directly with all levels of senior management within the business.
- Ability to thrive in a high-pressure environment with tight deadlines.
Preferred qualifications, skills, and capabilities:
- 2-3 years of experience in alternative investments or related field.
- Series 99 or Series 7 certification.
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
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
Join the Private Bank for an exciting opportunity to support our investor community.