Asset Management - Multi Solutions Investment Specialist Associate jobs at Jpmorgan in United States, New York

As the Content Design Vice President Communications Lead for the Global Finance Technology organization at JP Morgan, you will play a key role in shaping communication strategies, developing impactful content, and analyzing insightful data. This position is part of the Chief of Staff Office and requires a proactive self-starter to help advance our objectives and foster a positive culture within our 1,600-person organization.

In this role, you will craft and implement comprehensive communication strategies that effectively convey our narrative to both business and technical partners, while enhancing employee engagement. You will design, write, and create content for the organization’s global communication channels, offering solutions that align with product development, operational, and cultural goals. Your exceptional verbal communication skills and senior stakeholder management abilities will cultivate productive relationships and influence decision-making to achieve beneficial outcomes. Your experience in managing complex initiatives, coupled with your proficiency in data analysis and adaptability, will empower you to navigate through complexity and change. Beyond leading strategic communications, you will also be responsible for developing and maintaining dashboards and reports to support operational programs and monitor key performance indicators. Your expertise in data analytics will provide actionable insights that inform strategic decision-making within the Global Finance Technology group.

Job Responsibilities

• Develop and execute program development and communications strategies by identifying and recommending communication needs, capabilities, and solutions that support the organization's operational and cultural objectives.
• Write and design content for various channels, including executive messages and presentations, global and location-specific events, and strategic communications initiatives.
• Measure the effectiveness of communication messages, channels, and programs using data-driven insights, and assess their overall impact on the organization.
• Utilize advanced data analytic skills to provide insights that clarify and enhance messaging, enabling data-driven optimizations to improve efficiency and effectiveness within the tech organization.
• Develop and maintain dashboards and reports to track key performance indicators and metrics. Analyze data to provide actionable insights that inform strategic decision-making within the Global Finance Technology group.
• Identify and mitigate risks, proactively addressing potential roadblocks and implementing contingency plans to maintain momentum.
• Collaborate with cross-functional teams, working closely with senior stakeholders across regions and lines of business.
• Champion globally inclusive cultural initiatives focused on engaging and motivating our global population.

Required Qualifications, Capabilities, and Skills

• Proven experience in communications, content design, or a related field, preferably within a corporate or technology environment.
• Expertise in written and verbal storytelling, crafting clear, engaging content that effectively conveys complex information.
• Excellent verbal communication skills and experience collaborating with senior leaders.
• Strong creative problem-solving skills, data-driven critical thinking, and a willingness to learn (e.g., identifying trends and patterns using a diverse and ever-growing toolkit).
• Ability to design effective content architecture, organizing and structuring content for enhanced user experience and easy navigation within products or websites.
• Experience with data visualization tools such as Tableau, Databricks, or similar platforms to develop and maintain dashboards and reports.
• Strong organizational skills and the ability to manage multiple projects simultaneously.
• Ability to build relationships and influence, organize, and direct people across various seniorities, teams, and departments.

As an Associate in Wealth Management PXT Business Management, you will have a dynamic role that will vary from business to business, in line with the priorities of the different lines of business. You will also provide a high level of responsiveness to executive ad-hoc requests related to project management, presentation development, and business analysis.

Job responsibilities

• Organize complex information in a strategic and compelling way, demonstrating strong acumen and expertise in PowerPoint and Excel techniques
• Create presentations quickly and iteratively for senior management presentations, reports, and dashboards, driving things forward and working with stakeholders to stay up-to-date on information needed (e.g., Advisor showcases, business reviews, newsletters, etc.)
• Communicate effectively with key business partners to understand projects and drive next steps
• Manage and deliver key work streams and tasks
• Support audit, regulatory and compliance deliverables; help drive specific action plans and deliverables within the Risk Control Self-Assessment (RCSA) framework
• Coordinate team activities and prepare materials for town halls, employee recognition, and strategy working sessions
• Collect and maintain internal resources and documentation on collaboration sites such as SharePoint
• Participate in collaborative initiatives with team members and global managers, looking for ways to continually simplify, improve, and add value to existing business processes

Required qualifications, capabilities, and skills

• Bachelor’s degree in Business, Finance, Economics, or other related area
• Prior experience in Business Management or COO role
• Prior experience within the Technology space
• Proven experience delivering timely, high quality presentations and/or reporting for various projects and stakeholders; attention to detail is a must
• Demonstrated ability in dealing with different stakeholder groups and driving the agenda
• Excellent communication, organization and project management skills
• Intermediate to advanced level ability expected in all MS Office tools (Excel, PowerPoint, Pivot Tables)
• Self-motivated, tenacious and able to work with high degree of independence
• Strong time management and prioritization skills
• Be flexible and open to work on ad-hoc initiatives as they arise

Preferred qualifications, capabilities, and skills

• Background in Wealth Management a plus
• Experience with Confluence nice to have

Job Description

As an Associate in the M&A Sales Enablement team, you will closely collaborate with the Managing Director in M&A Sales Enablement to work on an evolving portfolio of strategic M&A and Advisory related initiatives. Your responsibilities will involve driving execution and tracking these initiatives, collectively aimed at growing the business, streamlining front office client engagement, and providing timely and intuitive analytics for senior management decision-making.

Job Responsibilities:

• Work closely with M&A Sales Enablement MD to execute a portfolio of strategic initiatives involving broad cross-sections of the corporate and Investment bank.
• Direct strategic thinking and approach, guiding teams with the most complex aspects of problem solving specifically client targeting.
• Craft clear and coherent narratives, leveraging creative data visualization and compelling story-telling, to enable client engagement and targeting.
• Facilitate coordination between M&A and Industry Coverage teams on business development initiatives.
• Develop presentations and executive material to analyze and articulate performance, competitive positioning, and market opportunities.
• Manage programs/initiatives that harness the firm’s broad relationship base to drive targeting and lead generation efforts.
• Perform bespoke/ad-hoc analysis to support strategic initiatives and diagnose performance.

Required Qualifications, Skills, and Capabilities:

• 3+ years of experience in investment banking and/or strategy roles within Financial Services.
• Bachelor’s degree in Business, Finance, Economics, or other related area.
• Proven experience delivering timely, high-quality presentations and/or reporting for various projects and stakeholders.
• Ability to synthesize information to summarize a “story” for senior management.
• Strong work ethic, self-starter with a creative ‘can-do’ attitude.
• Quick learner with strong attention to detail.
• Ability to execute multiple projects simultaneously and independently.
• Excellent qualitative and analytical problem-solving skills.
• Professional maturity, personal integrity, and excellent interpersonal skills.
• High-level proficiency in MS-Office products (PowerPoint, Excel, Word).

Preferred Qualifications, Skills, and Capabilities:

• Experience in an investment banking environment.
• Familiarity with JPMorganChase business structure and client base
• Ability to receive and act upon feedback effectively.

Real Estate Americas is part of J.P. Morgan Private Markets in Asset Management. With over $67 billion in AUM, the Real Estate Americas team is one of the largest managers of open-end real estate funds. The team has been managing real estate investments on behalf of our clients for 60+ years, during which time we have established ourselves as a market leader. The team comprises 230 real estate professionals across six markets in the U.S. and manages over 500 clients globally across various real estate strategies spanning the risk spectrum and capital stack.

Job Summary
As the Executive Director, Investment Specialist on the Real Estate Americas client strategy team, you will focus on raising assets and increasing market share for our real estate products through the Private Wealth channel. Within this role, you will be a leading member of the real estate wealth team, responsible for expanding Real Estate Americas assets by partnering with JP Morgan US Funds business and the JP Morgan Private Bank. The Private Wealth Alternatives market in the U.S. is rapidly growing, representing a $2 trillion opportunity for J.P. Morgan Asset Management (JPMAM).

Job Responsibilities

• Collaborate with internal sales channels to proactively position our real estate solutions through RIA’s and our broker-dealer partners.
• Develop and implement a comprehensive sales strategy that aligns with the platform’s objectives, driving both growth and competitive positioning.
• Work collaboratively with internal partners to position our real estate solutions, focusing on consistency, efficiency, and timely delivery of materials and reports.
• Maintain a comprehensive understanding of the real estate industry, markets, and trends to effectively translate insights into client responses and materials.
• Keep abreast of the competitor landscape, providing insights and messaging to best position our strategies.
• Assist in strategic projects that support the platform's growth, fostering collaboration and innovation.
• Ensure all investor communications and materials comply with regulatory requirements and industry standards.

Required Qualifications, Capabilities, and Skills

• 8+ years of experience in positioning investment products/alternatives in the wealth channel with a strong background in real estate investment.
• Extensive background and definable success in working with financial intermediaries in the wealth channels.
• Strong relationship building skills applicable to external clients, internal colleagues within Real Estate and across JPMorgan.
• Excellent presentation skills which enable the delivery of concise and persuasive new business presentations and investment reviews.
• Experience in working through internal partners to deliver results.
• Ability to incorporate current economic forecast information provided by other professionals within the organization plus ability to seek out and integrate relevant external economic and other related investment and product information into communications with clients, prospects, and consultants.
• Proven organizational skills and success in territory and client management.
• Ability to lead in a fast-paced environment, steering strategic projects that support growth and competitive positioning.
• Proficiency in creating compelling client materials, presentations, and reports, with a focus on storytelling and translating complex concepts into engaging visuals.
• Excellent communication skills for effective collaboration with stakeholders and delivering clear client support.
• Strong understanding and interest in real estate investment management.
• Series 7 and Series 3 certifications required (or willingness to obtain).

Job summary:

As an Investor Support Negotiator Master of Trading Agreements within the Asset Management Investment Platform Global Trading Agreements Group you will be responsible for negotiating all kinds of Master Trading Agreements, such as, ISDAs, CSAs, MSFTAs, MCAs, Prime Brokerage Agreements, GMRAs, MRAs, Tri-party Agreements and Collateral Transfer Agreements, Security Agreements and Account Control Agreements related to UMR, as well as any other ancillary documentation for a range of funds and clients across multiple products. You will have knowledge of trading agreements and awareness of certain regulations related to trading agreements, such as the Margin Rules for Segregation of Regulatory Initial Margin are not cleared, FINRA 4210, and the SEC cleared repo mandate, is a must. You must have the ability to work under time sensitive projects and will be expected to build relationships with various groups involved internally and with counterparts at otherwise financial institutions. You must have strong interpersonal skills for this role.

Job responsibilities:

• In-depth knowledge of the Master Trading Agreements contractual framework mentioned above, applicable regulations and derivatives-related issues.
• Drafting and negotiating of Master Trading Agreements, as well as additional provisions for funds and clients based on their country of incorporation and entity type.
• Ability to turnaround matters swiftly and efficiently without compromising the quality of the work
• Keeping client and other files, negotiation notes and other materials organized and duly saved as appropriate.
• Ensuring internal procedures are followed with respect to the initiation of agreements and approvals of terms, key stakeholders are regularly updated with latest status of negotiations.
• Liaison with trading desk, client account managers, operations, legal and risk departments and other internal partners and participation in internal working groups
• Ad hoc documentation projects.

Required qualifications, skills and capabilities:

• Extensive Master Trading Agreement and ancillary agreements negotiation experience (min of 5-7 years will be required)
• Robust understanding of the key data terms in agreements and how they should be used by various internal teams
• Team player, confident and proactive
• Polished verbal and written communication skills; strong interpersonal skills
• Ability to present in small or large group settings
• Ability to identify relevant issues and analyze them quickly and effectively
• Ability to multitask and work independently

As an Investment Specialist in the U.S. Private Bank, you are responsible for helping the Banker win new clients and deepen and strengthen existing client relationships through advisement on investment solutions.

Job Responsibilities

• Conduct investment reviews with clients to validate the clients’ current investment objectives and prepare recommendations of appropriate investment products
• Develop investment policy statements and advise on asset allocation
• Closes sales of complex investment products
• Support coordination of sales effort with Capital Advisors, Trust Officers and Wealth Advisors Focus on qualified purchaser clients and act as primary resource for investment communication
• Build excellent working relationships with internal clients
• Adhere to internal and external policies and procedures regarding securities transactions and code of conduct
• Provide guidance to junior staff

Required Qualifications, Capabilities, and Skills

• Bachelor’s degree required
• Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
• Seven plus years of experience in Private Banking or Financial Services industry
• Demonstrated understanding of wealth management including, but not limited to: credit, deposits, trust and financial planning

Preferred Qualifications, Capabilities, and Skills

• MBA or CFA preferred
• Prior experience providing complex investment solutions to individuals
• In depth experience and/or knowledge of hedge funds, private equity and alternative investments
• Ability to execute trades smoothly and seamlessly and tasked with managing brokerage activity
• Sales experience including: profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals

• Experience with budget planning and compensation processes