VP, Alternative Investments & Portfolio Strategy

Aumni; Dallas (TX); In loco; USD 150.000 - 210.000; Tempo pieno

Descrizione del lavoro

JPMorgan Chase & Co. in Dallas, TX is seeking an Investment Specialist to collaborate with Investment Advisors and clients on alternative investment opportunities, leveraging a broad portfolio across hedge funds, private equity, private credit and real assets.

The role requires 6+ years in investment sales or related fields, strong communication skills, and FINRA Series 7 and Series 63; travel to regional offices is expected as needed. A competitive total rewards package accompanies the position.

Competenze

• Specific knowledge of, and hands‑on product experience in, alternative investments (hedge funds, private equity, private credit, real estate).
• Proven experience in investment management sales in a capital markets environment.
• Strong verbal and written communication; ability to convey knowledge and credibility to managers, clients and investors.

Mansioni

• Work closely with Investment Advisors and clients on new product launches and ongoing alternative investment opportunities.
• Represent and articulate the views of the Global Alternative Investment Solutions team at key internal and external meetings.
• Analyze client multi-asset portfolios and provide alternative investment product and implementation advice with Advisors.
• Explain the manager selection process and how the platform fits Global Private Bank strategy in the market context.
• Actively participate in meetings and demonstrate leadership within the group.
• Mentor junior talent and foster teamwork within the group.
• Travel to regional offices with Fund managers for meetings and events.

Conoscenze

Alternative investments

Investment sales

Communication skills

Teamwork

Series 7

Series 63

Descrizione del lavoro

JPMorgan Chase & Co. in Dallas, TX is seeking an Investment Specialist to collaborate with Investment Advisors and clients on alternative investment opportunities, leveraging a broad portfolio across hedge funds, private equity, private credit and real assets.

The role requires 6+ years in investment sales or related fields, strong communication skills, and FINRA Series 7 and Series 63; travel to regional offices is expected as needed. A competitive total rewards package accompanies the position.