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职位JPMorgan Chase

Wealth Management, Senior Alternative Investment Specialist, Managing Director

JPMorgan Chase

Wealth Management, Senior Alternative Investment Specialist, Managing Director

JPMorgan Chase

Dallas, TX, United States, US

·

On-site

·

Full-time

·

2w ago

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.

About Global Alternative Investment Solutions

Global Alternative Investment Solutions is responsible for the selection and monitoring of alternative asset managers for the Global Private Bank, and advising 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 investment portfolio. Managers include multiple asset classes across hedge funds, private equity funds, private credit funds, and real asset funds. With over $200 billion of client capital invested across alternatives, the team brings a unique perspective to sourcing and advising 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 closely with 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 the Global 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 Global Private Bank strategy within a market context

  • Actively participating in Global Alternative Investment Solutions meetings, demonstrating leadership.

  • Focusing on teamwork, with particular emphasis on fostering and mentoring junior talent within the group.

Key attributes will include:

  • Specific knowledge of, and hands-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)

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关于JPMorgan Chase

JPMorgan Chase

JPMorgan Chase & Co. is an American multinational banking institution headquartered in New York City and incorporated in Delaware. It is the largest bank in the United States, and the world's largest bank by market capitalization as of 2025.

300,000+

员工数

New York City

总部位置

$500B

企业估值

评价

3.8

10条评价

工作生活平衡

3.2

薪酬

4.1

企业文化

3.8

职业发展

3.0

管理层

2.5

65%

推荐给朋友

优点

Good benefits and compensation

Supportive and collaborative environment

Flexible work arrangements

缺点

Long hours and heavy workload

Management issues and lack of direction

High stress during peak times

薪资范围

41个数据点

Analyst

Junior/L3

Mid/L4

Senior/L5

Analyst · Analyst, Investment Banking

6份报告

$126,500

年薪总额

基本工资

$110,000

股票

-

奖金

-

$103,500

$201,250

面试经验

5次面试

难度

3.0

/ 5

时长

14-28周

录用率

40%

体验

正面 20%

中性 80%

负面 0%

面试流程

1

Application Review

2

HireVue Video Interview

3

Recruiter Screen

4

Superday/Panel Interview

5

Final Interview

6

Offer

常见问题

Behavioral/STAR

Technical Knowledge

Culture Fit

Past Experience

Case Study