Asset Management – Private Wealth Alternatives Account Manager - Associate
JPMorgan Chase
- New York City, NY
- Permanent
- Full-time
- Field inquiries from Financial Advisors, HNW Investors & internal stakeholders regarding JPM's Alternative investment offerings
- Support operational onboarding and implementation of JPM products on platforms (private banks, wirehouses, RIAs, custodians, third party providers)
- Develop strong understanding of distribution partners' operational platforms and processes
- Coordinate with internal JPM teams and third parties for client inquiries, problem resolution and reconciliation
- Participate in client meetings and events as appropriate (including due diligence meetings)
- Work with legal and compliance to ensure adherence to key regulatory requirements and periodic filings such as prospectus supplements
- Assist in ad hoc projects / research to support PWA business initiatives
- Minimum of 5 years' experience in Asset Management in a client facing role with a background in Investor Relations/Client Services and a focus on Wealth Management distribution of Alternative products
- Knowledge of financial markets, alternatives investment vehicles (Non-Traded REITS, Tender Offer Funds, BDCs, interval funds, private funds, etc.)
- Ability to develop strong client and internal relationships and an in-depth understanding of intermediary servicing needs
- Experience with onboarding & management of digital distribution/technology platforms and custodian relationships
- Ability to effectively execute under pressure within a fast-paced environment and multi-task and manage complex assignments
- Bachelor's degree required
- Fluency in Spanish, Portuguese, or French preferred
- Advanced degrees, other financial qualifications and licenses a plus (e.g., CFA)
- FINRA Series 7 (preferred but not required)