As an Alternatives Analyst, you will support deal structuring, manage transactions, collaborate with executives, and develop marketing materials.
Job Description
You are a strategic thinker passionate about driving solutions in alternative investments. You have found the right team.
As an Alternative Investments Analyst within our Alternatives Team, you will be responsible for setting and improving our organizational objectives and ensuring their consistent accomplishment.
Job Responsibilities
Required qualifications, capabilities and skills
Preferred qualifications, capabilities and skills
About Us
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 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.
You are a strategic thinker passionate about driving solutions in alternative investments. You have found the right team.
As an Alternative Investments Analyst within our Alternatives Team, you will be responsible for setting and improving our organizational objectives and ensuring their consistent accomplishment.
Job Responsibilities
- Assume a pivotal role on the Structuring deal team, supporting the VP deal captain and Associate in transaction management and overseeing designated projects.
- Underwrite and evaluate key fund terms, fund domiciles, corporate structures, and tax considerations.
- Interact regularly with senior executives within the J.P. Morgan Private Bank, as well as with fund management teams/principals and external service providers.
- Execute mid-stream transaction processes from late due diligence to fund launch.
- Develop marketing materials, including flipbook presentations and executive summaries, that present a clear, concise message highlighting key marketing points and investment considerations.
- Utilize appropriate firm and industry resources to complete analysis of investment strategy, competitor funds, etc., as required.
- Collaborate with the Global Structuring Team and internal/external legal counsel to analyze and comment on offering materials, including the private placement memorandum, subscription documents, and partnership agreements.
- Sign off on subscription documents and work with Legal to train the marketing force regarding the execution of documents.
- Review, identify, and communicate to the operations group any non-standard structural issues prior to the launch of investment.
- Educate and advise the Alternative Specialists Team on each transaction to ensure they are equipped to support regional teams and assist them in answering questions regarding investment opportunities.
- Coordinate the production of offering documents and liaise with Compliance and Risk Management to document marketing guidelines for all regions.
Required qualifications, capabilities and skills
- Bachelor's Degree with at least 2 years of experience
- Excellent written and oral communication skills
- Excellent relationship management and interpersonal skills
- Demonstrated ability to analyze and solve problems and to manage multiple tasks at once
- Flexible team player with the ability to work independently
- Verbal presentation skills
Preferred qualifications, capabilities and skills
- Strong interest in alternative investments.
- 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
About Us
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 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.
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