J.P. Morgan Asset Management, a leading global alternatives manager with over 40 years of experience, oversees $500B in assets, including $140B in private markets and our specialized teams provide unique portfolio solutions across real estate, private equity, alternative credit, and more, to global institutions and team members, with significant growth opportunities in the U.S. market.
Job Summary
Our team puts clients first; therefore, we are looking for candidates who share our enthusiasm for delivering a first-class client experience through an engaging and proactive client relationship approach. We are seeking a team-oriented, self-starter who displays initiative and a positive attitude, a high level of integrity, drive and the motivation to develop market opportunities. As the U.S. Private Markets Investment Specialist, you will actively engage in maintaining and developing relationships between the global investment desks and the U.S. institutional distribution teams. You will partner with direct investment team investment specialists as well as represent the collective private markets platform investment strategy on business related matters, including, but not limited to marketing, deep client engagement, product development and sales/retention strategy.
As a Managing Director, Private Market Investment Specialist within J.P. Morgan Asset Management, you will play a crucial role in maintaining and developing relationships between the global investment desks and the U.S. institutional distribution teams. You will have the opportunity to collaborate with various teams, understand client investment goals, and provide thought leadership. This role offers the chance to work in a dynamic environment, where your skills and experience in raising capital for private market investment strategies will be highly valued.
Job Responsibilities
Maintain our collective private markets book of business with our U.S. institutional and consultant client base (including corporate pension funds, state and government sponsored investment funds, insurance companies, endowments and foundations, as well as other investors). Collaborate with the U.S. institutional distribution team and investment specialists to initiate relationships with new clients and expand mandates with existing ones. Secure additional commitments for current mandates, maintain existing relationships, and pursue new business opportunities aligned with our platform and model. Identify prospective investment organizations for our products and services and establish connections with their senior investment professionals. Facilitate the annual strategic plan and quarterly reviews while maintaining regular contact with key clients, including field consultants. Deliver clear and concise platform overviews, providing insightful interpretations of near-term economic and relevant external events that may impact client portfolios. Identify opportunities where our global private markets investments can be effectively integrated into client allocations. Understand client investment goals and objectives and provide thought leadership and targeted marketing strategies in partnership with Global Alternatives Business Development and Marketing teams and Product Strategy and Development. Understand competitor landscape and provide insights and drive messaging on how to position our strategies vs. the competition. Establish collaborative working relationships with the Client and Consultant Advisor teams, investment teams, research, portfolio managers, investor relations, product development, marketing and other key stakeholders across the firm.Required qualifications, capabilities and skills
Minimum 10+ years of experience successfully raising capital for private market investment strategies or equivalent deep investment specialist experience within a single strategy. Network of relationships with U.S. institutional investors as well as U.S. based consultants. Ability to deliver concise, persuasive and technically sound new business presentations and investment reviews including market outlook, fund/portfolio and underlying investments. Excellent written and oral communication skills and intellectual curiosity in the subject matter Strong understanding of regional economic forecasts and the ability to interpret them relative to the performance of all products being represented on the platform. Ability to incorporate current economic forecast information from internal and external sources into asset class and fund positioning communications and working knowledge of portfolio construction and strategic asset allocation.
Preferred qualifications, capabilities and skills
Series 3, 7 and 63 certifications (or willingness to achieve) MBA/CFA preferred