Wealth Management, Senior Alternative Investment Specialist, Executive Director
2 days ago
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OnsiteFull-timeSenior
Summary
JPMorganChase is seeking a Senior Alternative Investment Specialist, Executive Director to join their Wealth Management team in Los Angeles, CA. The role involves working closely with Investment Advisors and Bankers on alternative investment opportunities and managing client relationships.
About the Role
As a Senior Alternative Investment Specialist, you will be responsible for analyzing client investment portfolios, providing alternative investment product advice, and representing the Global Alternative Investment Solutions team in meetings. You will also mentor junior talent and travel for client meetings and events.
About You
Required:
- 6+ years of experience in investment sales, alternative investment due diligence, or related fields.
- Specific knowledge of alternative investments including hedge funds, private equity, and private credit.
- Strong oral and written communication skills.
- FINRA Series 7 and Series 63 licenses (or willingness to obtain).
Preferred:
- Experience in investment management sales within a capital markets environment.
- Ability to convey knowledge and credibility to clients and investors.
Benefits
- Comprehensive health care coverage.
- Retirement savings plan.
- Tuition reimbursement.
- Mental health support.
- Financial coaching.
JPMorganChase
With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets. We serve millions of customers and many of the world’s most prominent corporate, institutional, and government clients daily, managing assets and investments, offering business advice and strategies, and providing innovative banking solutions and services. Social Media Terms and Conditions: https://bit.ly/JPMCSocialTerms © 2024 JPMorgan Chase & Co. All rights reserved. JPMorganChase is an Equal Opportunity Employer, including Disability/Veterans.
Los Angeles, CA