Asset Management- Hedge Fund Investment Specialist - Program Associate

Testing Site - JPMC; New York (NY); On-site; USD 110,000 - 170,000; Full time

Job summary

J.P. Morgan Asset Management in New York is seeking an Investment Specialist Associate within Global Alternatives Investment Solutions.

You will serve as the main contact for clients, prospects, and Client Advisors, supporting sales and client service efforts in a fast-paced environment. The role emphasizes developing marketing materials, coordinating across teams, preparing portfolio reviews, and delivering high-profile projects.

Qualifications

• 3+ years of relevant experience in investment services or sales support.
• Strong attention to detail and work ethic for fast-paced environments.
• Interest in markets and hedge fund investments with proactive mindset.
• Advanced Excel and PowerPoint skills for analytics and presentations.
• Excellent written and verbal communication and organization.

Responsibilities

• Serve as the main contact for clients, prospects, and Client Advisors.
• Create and implement a marketing and social media strategy with team leaders.
• Support business development with marketing materials and thought leadership.
• Coordinate across Hedge Fund Solutions Investment Specialist team globally.
• Prepare portfolio reviews and client deliverables with materials.
• Produce reports and commentary on client portfolios.
• Assist in data enrichment and automation for sales processes.
• Support senior team members with ad-hoc tasks.
• Respond to RFPs and client inquiries.

Skills

3+ years’ relevant experience

Attention to detail

Outstanding work ethic

Interest in markets

Proactive mindset

Excel

PowerPoint

Written and verbal communication

Well organized

Understanding of investment risk

Education

Bachelor's degree in Finance, Economics or related field

CAIA/CFA in progress

Tools

Python

Job description

Job Summary

As an Investment Specialist Associate in the J.P. Morgan Alternative Asset Management teamwithin 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.

Job Responsibilities

• 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

• Assist 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