Wealth Management, Senior Alternative Investment Specialist, Managing Director

J.P. Morgan Asset & Wealth Management with client assets of $2.4 trillion is a global leader in investment and wealth management. Its clients include institutions high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities fixed income alternatives multi-asset and money market funds. For individual investors the business also provides retirement products and services brokerage and banking services including trusts and estates loans mortgages and deposits.

J.P. Morgan Wealth Management is a global wealth management leader that delivers the highest quality advice service capabilities and products to high net worth individuals and families around the world. We deliver highly customized and comprehensive solutions to help clients with the many complexities they face by leveraging the commercial and investment banking capabilities of the firm.

AboutGlobal Alternative Investment Solutions

Global Alternative Investment Solutions is responsible for the selectionand monitoring of alternative asset managers for the Global Private Bank andadvising clients on allocations to alternative investments. This will include communications with asset managers internal investment specialists and clients considering the use of an alternative asset manager within an investmentportfolio. Managers include multiple asset classes across hedge funds private equity funds private credit funds and realasset over $200 billion of client capital invested across alternatives the team brings a unique perspective to sourcing andadvising on alternative investment opportunities. The team consists of a collaborative cross functional team of professionals including Investment Specialists Investor Relations Due Diligence Structuring and other functional support colleagues located in New York Los Angeles Nashville London Geneva Hong Kong Singapore and Mumbai

Responsibilities will include:

• Working closelywith Investment Advisors and Bankers in the U.S. as well as with clients on new product launches and ongoing alternative investment opportunities.
• Representing and articulating the views of theGlobal Alternative Investment Solutions teams at key internal and external meetings
• Analyzing client multi-asset class investment portfolios and providing alternative investment product and implementation advice in conjunction with Advisors.
• Articulating the manager selection process and how the alternative platform offering fits the GlobalPrivate Bank strategy within a market context
• Actively participating inGlobal Alternative Investment Solutionsmeetings demonstrating leadership.
• Focusing on teamwork with particular emphasis on fostering and mentoring junior talent within the group.

Key attributes will include:

• Specific knowledge of andhands-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.
• The 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 alternatives product specialist functions etc. 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 (i.e. Series 7) and Uniform Securities Agent State Law Examination (i.e. Series 63) required (may take these exams after commencement of employment)