Alternative Investments Group - Senior Fund Structurer

JPMorgan Chase & Co.; London; On-site; GBP 90,000 - 120,000; Full time

Job summary

A leading global financial services firm in London is seeking a Vice President to join its Fund Structuring team within the Asset and Wealth Management division. The ideal candidate will have a strong background in alternative investments and at least 6 years of experience with project management. This role involves leading product development and working closely with senior management to manage fund onboarding efforts. Excellent communication and analytical skills are essential for success in this position.

Qualifications

• Minimum of 6+ years' experience managing detailed projects.
• Experience in alternative investments and private funds.
• Ability to work independently and collaboratively.

Responsibilities

• Lead product development and project management for alternative investments.
• Conduct due diligence and assess fund structure.
• Collaborate with legal and tax counsel on fund materials.

Skills

Strong interest in alternative investments

Excellent written and oral communication skills

Excellent relationship management

Problem-solving skills

Ability to manage multiple tasks

Education

Bachelor's degree

Master's degree preferred (e.g. MBA)

Job description

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Job Description

Position Summary
Within J.P. Morgan's Asset and Wealth Management (AWM) division, the Alternative Investments Group consists of 100+ experienced professionals globally whose goal is to identify and provide clients with access to alternative investment opportunities. With over $150 billion of client capital invested across hedge funds, private equity, private credit, infrastructure and real estate opportunities, the team brings a unique perspective to sourcing and offering private funds and co-investment opportunities. As a Vice President on the Fund Structuring team you will assume a critical role as a deal captain leading the product development, project management and fund onboarding efforts related to alternative investments. You will have regular interaction with senior management across AWM's alternative investments business, while working in close collaboration with fund managers and internal stakeholders to provide the firm's clients access to the alternative investment asset class.

Responsibilities

• Provide strategic product development solutions for the alternative funds platform, including transaction management of new and existing hedge funds, private equity, private credit and real estate funds.
• Conduct structuring due diligence to confirm structure-specific terms, underscore non-standard provisions, highlight disclosure concerns or identify distribution hurdles/ risks, understanding the relevant tax issues and regulatory requirements.
• Work with internal and external legal and tax counsel to review all fund offering materials, including the private placement memorandum, subscription documents and partnership agreements.
• Develop marketing materials including cover letters, flipbook presentation, and executive summary that present a clear, concise message that highlights key marketing points and investment considerations.
• Utilize appropriate firm and industry resources to complete analysis of investment strategy, competitor funds, as required.
• Educate and advise product specialists and advisor teams, ensuring they can adequately address client questions regarding investment opportunity and structure.
• Coordinate ongoing relationship management with fund managers, as well as internal and external service partners (e.g., middle office, legal, compliance, tax, fund accounting, administrators, etc.).
• Participate in strategic decisions related to the alternatives pipeline and all aspects of a fund offering, including: overseeing production of marketing and closing documents, legal documentation, and ensuring successful fund closings.
• Follow regulatory and tax developments in relevant markets to assess impact on existing funds as well as potential new opportunities.
• Assist the due diligence and investor relations teams in monitoring funds post-placement, including participating in periodic update calls/meetings with managers and coordinating review of corporate actions.
• Provide input and innovative ideas to contribute to the development and enhancement of the group's business strategy.
• Ensure compliance with corporate policies, laws and regulations impacting the alternatives business.
• Formally and informally supervise and mentor Analyst and Associate colleagues.

Qualifications

• Bachelor's degree
• Master's degree preferred (e.g. MBA), but not required
• Strong interest and prior experience in alternative investments
• Business and product understanding of alternative investments and private funds, including traditional HFs, PE and RE structures as well as European fund structures such as Luxembourg SCSps, UCI Part IIs, ELTIFs
• Minimum of 6+ years' experience managing detailed projects
• Excellent written and oral communication skills
• Excellent relationship management and people skills
• Demonstrated ability to analyze and solve problems and to manage multiple tasks at once
• Flexible collaborator with ability to work independently

About Us

J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.

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.

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.