Job Description

Job Description

Job Summary
As an Investment Specialist Associate in the J.P. Morgan Alternative Asset Management team within Global Alternatives Investment Solutions based in New York, you will serve as the main point-of-contact for our clients, prospects, and J.P. Morgan Asset Management’s Client Advisors. The Investment Specialist team is responsible for new business development and the servicing of our primarily institutional client base. As an Associate, you are an integral support role in assisting on all fronts.  You will work closely with senior members of the team to be a critical support system in supporting our sales and client service efforts.  The role will provide you with an opportunity to drive sales efforts and problem solve in a fast-paced environment. You should have a passion for markets and demonstrate intellectual curiosity regarding our investment offerings. You will be proactive and anticipate the next steps for success. You will primarily work on the below with additional responsibilities developing based on the team’s needs and your skillset. 

• Serve as the main point-of-contact for our clients, prospects, and J.P. Morgan Asset Management’s Client Advisors

• Create and implement a marketing and social media strategy in partnership with team leaders and J.P. Morgan Asset Management Marketing

• Help support business development efforts by working closely with team leaders to develop compelling marketing materials and thought leadership pieces for external and internal audiences 

• Drive coordination across the Hedge Fund Solutions Investment Specialist team globally

• Produce and review regular reporting and commentary on client portfolios 

• Collaborate with various teams to support data enrichment and automation efforts to enhance sales and marketing processes 

• Support senior team members with ad-hoc tasks and client deliverables 

• A ssist in the preparation for portfolio reviews with existing clients including creation of materials 

• Contribute to and own high-profile projects and business initiatives as needed

• Respond to client queries and formal Requests for Proposal

  Required qualifications, capabilities and skills 

• 3+ years’ relevant experience

• Bachelors Degree in Finance, Economics or related field 

• Intense attention to detail 

• Outstanding work ethic and commitment to success

• Demonstrated interest in markets and hedge fund investments 

• Proactive mindset and ability to anticipate questions and team needs 

• Superior excel and PowerPoint skills

• Strong written and verbal communication skills

• Well organized work style 

• Comfortable understanding of investment risk and return statistics 

  Preferred qualifications, capabilities and skills

• Progress toward CAIA and/or CFA a plus  

• Python experience a plus

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 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.​

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