JP Morgan Chase - Analyst - Investor Relations - WMIS Alternatives

WMIS Alternatives Investor Relations Analyst

Description : WM Investment Solutions Investor Relations Alternatives Analyst

Organization Description :

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions with client assets of $4 trillion. 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.

Employer Description :

JPMorgan Chase & Co., 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 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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

Equal Opportunity Employer/Disability/Veterans

Private Bank :

With more than 160 years of experience, J.P. Morgan Private Bank 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. The Private Bank delivers highly customized and comprehensive solutions to help clients with the many complexities they face on their balance sheets. The Private Bank is involved with every facet of wealth management, including investments, liquidity and credit management, and tax and estate planning. The business model focuses on deep client relationships through an integrated team structure with a platform of depth and breadth.

Investment Solutions provides Wealth Management clients with investment management solutions across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds.

About the Investor Relations Analyst Role :

- On the Alternatives side, The Alternative Investments Group ("AIG") identifies, performs due diligence on, and markets alternative investments such as private equity, hedge funds and real estate to the clients within the Private Bank, globally.

- The Investor Relations Team serves as liaison between the AIG clients (internal and external) and the general partners/fund managers of private equity funds, real estate funds and hedge funds offered on the Private Bank's platform. The team primarily supports sales and relationship management activities of the Alternatives funds platform, including client events, fund communications and ad hoc special projects and analyses.

Job Description :

- This role will work closely with a wide variety of internal teams (including Due Diligence, Structuring, Marketing, Middle Office, Fund Accounting, Tax, and Legal & Compliance) to assist in the day-to-day servicing of inquiries from our salesforce regarding Alternative Investments.

- The Investor Relations team is responsible for the execution of internal and external communication for 250+ funds (including both client letter-writing and internal e-mail communications to senior members of the Private Bank). Members of the Investor Relations team must demonstrate excellent organizational skills and the ability to effectively handle multiple priorities while demonstrating independent initiative, adaptability and sound decision-making skills.

Role and Responsibilities :

- Serve as a resource to educate and provide information to the sales force on a large number of funds on the global Private Bank platform

- Prioritize and respond to a high volume of advisor inquiries across multiple channels (e-mail, phone, instant messenger)

- Assist with synthesizing, summarizing and messaging ongoing client communications and corporate actions to both the sales force and clients. This includes:

- Writing cover letters; Crafting and sending alerts internally; Working with teams both internally and externally to send these documents to clients both via hard copy mail and e-delivery

- Partnering well across internal stakeholders (Alternatives Product Specialists, Due Diligence, Structuring, Product Development, Middle Office, Fund Accounting, Legal, Compliance, and client coverage teams, etc.).

- Preparing and reviewing client communications with a focus on "client lens" and technical accuracy.

- Handling Advisor and Client needs (inbox management, questions, reporting needs, corporate actions, etc.)

- Developing a deep understanding of our client and advisor needs and sensitivities.

- Assisting in the end-to-end client investor call and webcast process, which includes liaising with external vendors on logistics, preparing call invitations and client notifications, and preparing detailed call summaries for use by the sales force.

- Collaborate with the Structuring team to update marketing materials like Flipbooks and Executive summaries

- Helping implement the digital, tech, Artificial Intelligence transformation agenda as new processes and systems are put in place.

We seek candidates with a unique blend of interpersonal and analytical skills. This person should efficiently leverage both qualitative and quantitative resources to understand complex situations and present solutions.

Requirements :

- 1-3 years of work experience in wealth management, financial services, or a related field

- CA/MBA/CFA/CAIA preferred or Finance Graduates with relevant work experience within the Investor relations space

- Good knowledge of and genuine interest in financial markets and investments products

- Proficiency in Microsoft Office programs including Excel and PowerPoint, as well as Adobe PDF

The key attributes for this candidate will include :

- Client-focused

- Excellent communication skills (written & verbal) and relationship management skills

- Knowledge of the Alternatives asset class and/or a passionate to learn about all aspects of Alternatives (Hedge Funds and Private Investments)

- Strong team player with an entrepreneurial predisposition and strong interpersonal skills as required to interact with personnel across the team and firm

- Project management and follow-through skills

- Sensitivity to discretely handle highly confidential and related client/manager information

- Comfort with organizing and interpreting large amounts of data

- Strong initiative, energy and confidence completing assignments with limited supervision

JPMorgan Chase & Co., 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 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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

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