Apply Now    

Wealth Management - Alternative Investments Specialist - VP

Req #: 180008508_1
Location: Dallas, TX, US
Job Category: Asset Management
Potential Referral Amount: 0 US Dollar (USD)
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.
 
The Alternative Investments Group is responsible for the selection and monitoring of alternative asset managers for Global Wealth Management clients. This will include communications with asset managers, internal investment specialists, and clients considering the use of an alternative asset manager within an investment program.  Managers include multiple asset classes across hedge funds, private equity funds, private credit funds, and real estate funds.  The team is global with professionals based in New York, London, Geneva, Hong Kong and Singapore and works closely with the asset class leaders, portfolio construction, investment team leaders and the entire integrated client team in building and maintaining the full product suite.
 
The Alternative Investments Specialist will:
  • Be a member of the Alternative Investments Group, working with US-based Investors and Bankers in the Central and West regions, as well as directly with clients.
  • Articulate how the manager selection process functions and how both external and proprietary strategies fit the Global Wealth Management strategy for internal and external audiences.
  • Lead the coordination of information with bankers through the JPM network on all client matters in partnership with Alternatives Investor Relations and other supporting groups.
  • Explain how alternative asset managers fit within a broader investment portfolio while being able to speak broadly across both alternative and traditional asset classes.
  • Be responsible for the development and growth of a region of the US in conjunction with the regional Alts team as well as broadly cover the US Alternatives business, engaging with senior management to help make strategic business decisions.
  • Work with clients to implement alternative investments as part of their diversified multi-asset class portfolios.
  • Help to write and develop marketing plans and messaging for hedge funds and private investments funds.
  • Analyze client alternative investment portfolios and help to make investment recommendations in conjunction with investors and private bankers.
  • Travel extensively, sometimes accompanied by Fund managers, to regional offices and events.
The attributes of the Alternative Investments Specialist include:
  • Specific knowledge of, and hands-on product experience in, alternative investments, including hedge funds, private equity, private credit and real estate.
  • Sales experience within a capital markets environment preferred.
  • The ability to convey knowledge and credibility in front of the managers and investors. 
  • 6-10 years of experience in investment sales.
  • Strong teamwork and interpersonal skills. 
Apply Now    

Join our Talent Community

Not ready to apply? Leave your information with us and we will keep you up to date with new career opportunities.

Things to note

Sign in to our application system to continue your job search or update your profile.

Current employees sign in here. Contractors sign in here.

Any information you provide is confidential and will only be viewed by our recruiters in an effort to fill open positions. In addition, the information you provide is subject to our privacy policy practices.

Please note that J.P. Morgan will not accept unsolicited approaches or speculative CVs, nor will J.P. Morgan be responsible for any related fees, from Third Party Firms who are not preferred suppliers.

The firm invites all interested and qualified candidates to apply for employment opportunities.

Need disability related assistance?

If you are a US or Canadian applicant with a disability who is unable to use our online tools to search and apply for jobs, please click here.

Important links

Click here to view the "EEO is the Law" poster.

Click here to view the "EEO is the Law" supplemental poster.

Click here to view our U.S. Pay Transparency Policy.

JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.