Capital Advisory [Multiple Positions Available]

J.P. Morgan; New York (NY); On-site; USD 215,000 - 285,000; Full time

Benefits offered by this job

Health care

Wellness centers

Retirement plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorgan Chase & Co. in New York seeks a research professional to analyze hedge fund and alternative investment trends, synthesizing data into insights for a sophisticated audience.

You will develop white papers, reports, and presentations, present findings to internal stakeholders and clients, monitor regulatory shifts, and mentor junior colleagues as part of a collaborative team.

Qualifications

• Bachelor's degree in Economics, Finance, or related field plus 3 years of related experience.
• Experience advising hedge funds' CIO/exec teams on strategy and structuring vehicles.
• Ability to analyze investor styles and communicate complex concepts clearly.

Responsibilities

• Conduct research and analysis on hedge fund and alt investment trends and themes.
• Develop data-driven content including white papers, industry reports, and presentations.
• Present findings to internal stakeholders, clients, and executives.
• Monitor regulatory changes and market dynamics to identify opportunities.
• Mentor junior colleagues and collaborate with cross-functional teams.

Skills

Hedge fund advisory

Vehicle structuring

Investor portfolio analysis

Bank product guidance

Vendor evaluation (OMS/PMS)

Excel data analysis

Education

Bachelor's degree in Economics, Finance, or related field

Tools

OMS systems

PMS systems

Job description

DESCRIPTION:

Duties: Conduct research and analysis on the hedge fund and alternative investment industry, synthesizing data sets to identify trends, market developments, and investment themes. Develop data-driven content pieces including white papers, industry reports, presentations, and thought leadership articles tailored to a sophisticated financial audience. Present research findings and industry insights to internal stakeholders, clients, and executive audiences. Monitor and analyze industry developments, regulatory changes, and market dynamics to identify emerging trends and opportunities for future content and client advisory. Establish and maintain relationships with industry professionals, clients, and internal partners to enhance market intelligence and inform content strategy. Provide consultative support to clients and colleagues, leveraging industry expertise to address client needs and support business development initiatives. Mentor junior colleagues.

QUALIFICATIONS:

Minimum education and experience required: Bachelor's degree in Economics, Finance, or related field of study plus three (3) years of experience in the job offered or as Capital Advisory, Hedge Fund and Asset Management, Credit Risk Management, Corporate Banking, or related occupation.

Skills Required:

This position requires three (3) years of experience with the following: Advising CIO and executive team members at hedge funds on strategy including the nuances between core Hedge Fund strategies such as Credit, Equity LS, Macro, Statistical Arbitrage, or Relative Value; Advising COO and executive team members at hedge funds on structuring vehicles, the implications of structure changes, feeder and master models, and implications of share classes and feeder funds; Analyzing different styles used by investors for their hedge fund portfolios, including by geography and by investor type such as Family office, Endowments, Fund of Funds, or Sovereign Wealth Funds; Providing and talking through structured solutions for both hedge funds and investors on bank products including Fund Linked Products, Margin Loans, and Nexus; Providing guidance on suitable vendors to solve problems such as OMS or PMS systems; Manipulating data received from surveys into digestible tables and charts using Excel functionalities including pivot tables, index match functions, and vlookup; Developing, writing, and presenting research and market commentary for internal and external audiences.

Job Location: 270 Park Avenue, New York, NY 10017. This position requires up to 10% domestic and international travel to client sites and conferences.

Full-Time. Salary: $215,000.00-$285,000.00 per year.

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 ineligible 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

J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world. Conduct research and analysis on the hedge fund and alternative investment industry, synthesizing data sets to identify trends, market developments, and investment themes.