Institutional Investment Solutions Analyst jobs at Jpmorgan in United States, New York

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

Job responsibilities

• Track and understand trends by analyzing booked fees and pipeline activity. Provide insights on drivers of change to F&BM partners and management team
• Analyze competitor data, in particular league tables, to benchmark JPMorgan’s performance against other competitors and assist the management team in understanding underlying trends
• Provide regular updates to senior management on P&L, new mandates and missed deals, revenue forecast, headcount tracking, potential risk areas
• Prepare content used in Business Reviews and Town Halls.
• Build and/or maintain various databases to monitor proprietary deal-related information not available in public sources to facilitate enhanced business analyses
• Assist with ad-hoc requests and projects to support the growth and development of our business

Required qualifications, capabilities, and skills

• Bachelor's Degree in Business, Finance, Economics, or other related area
• Previous product knowledge and/or prior Business Management or COO experience
• Energetic and dynamic in style, positive attitude
• Highly motivated self-starter with excellent time management/prioritization skills
• Able to forge strong internal relationships across a broad range of functions
• Self-motivated, tenacious and able to work with high degree of independence
• Excellent written and oral communication skills with ability to present well to senior and global business heads
• Able to both define and deliver to conclusion a strategic agenda across multiple groups
• Strong analytical and problem solving skills with ability to analyze large data sets and present conclusions concisely
• Excellent project management and organizational skills
• Attention to detail with logical thought process

Job Responsibilities:

• Supporting the operational due diligence process for primarily alternative investment managers and collaborating with the Global Alternatives Investment Solutions due diligence teams
• Setting up and disseminating operationally focused questionnaires across a range of investment strategies and products
• Preparing for and participating in operational due diligence meetings with 3rd party investment managers (in person and sometimes virtual); this includes evaluating and forming an opinion on various operational risks such as organizational infrastructure, counterparties and service providers, valuation processes, cyber security, compliance and regulatory issues
• Reviewing and scoring responses to operational due diligence questionnaires
• Working collaboratively with control partners in governance, risk, compliance and internal audit
• Representing the firm in front of C-level executives (COO, CFO, CCO, CTO) at third party fund managers
• Presenting analyses, findings and opinions at Investment and Governance Committee meetings

Required Qualifications, Capabilities, and Skills:

• You should have experience performing and / or an understanding of how operational due diligence is conducted on investment managers from either working within an audit firm (auditing hedge funds and/or private funds) or working in the operations and / or audit departments of an asset management firm or in an operational due diligence role, or a combination of these roles.
• Solid understanding of financial markets and various security types, as well as a solid understanding of investment strategies and fund structures
• Advanced proficiency in using Microsoft Office programs including Excel & Power Point, and exceptional organisational and analytical skills
• Investigative skills and attention to detail
• Ability to work effectively in a team environment, with strong teamwork and interpersonal skills
• Strong written, presentation, and communication skills
• Strong initiative, energy and confidence completing assignments

• Assess the potential impact of vulnerabilities on business and technology operations using data-driven risk prioritization.
• Conduct root cause analysis (RCA) of security issues identified during assessments across various technologies and transform your findings into actionable insights.
• Collaborate with stakeholders throughout the firm to understand, address findings, and achieve the common goal of improving the security posture of the firm.
• Identify, design, and implement technical, procedural, educational, or other solutions to effectively mitigate security issues.
• Present analysis, insights, and conclusions to both technical and non-technical audiences, including senior leaders, ensuring clarity and understanding.
• Prioritize remediation efforts using multiple criteria to ensure the most worthwhile issues are addressed first.

• An insatiable technical curiosity about all things Cyber and a desire to expand your skillset.
• Demonstrated ability to be proactive and resourceful, identifying and using appropriate sources for data-driven investigations.
• Knowledge of or experience in offensive or defensive cybersecurity roles and processes such as Incident Response, Threat Intelligence, Penetration Testing, Red Teaming, Risk Management, Cyber Engineering, Cyber Architecture, and Data Privacy.
• Familiarity with network architecture concepts, including cloud architectures, and deploying large-scale applications in an enterprise environment.
• Experience with enterprise level security technologies like firewalls, IDS/IPS, web proxies, DLP, SIEM, SOAR, and others.
• Experience in building analytical processes, templates, and documentation.
• Strong written and verbal communication skills; ability to understand complex problems and present them simply.
• Ability to collaborate with high-performing teams, senior leaders, business stakeholders, third-party vendors, and technical individuals throughout the firm to effectively articulate risk and drive change.
• A strong commitment to ethical practices and doing what is right.

• Coding (scripting) experience (e.g., Python, C, JavaScript, VBScript).
• Experience in developing tactical, operational, and strategic tools and capabilities.
• Bachelor's Degree in Computer Science or a related field, or equivalent experience.
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Job Responsibilities:

• Assist in the execution of international bond transactions, including preparing marketing materials and proposals.
• Gather and process market information for client presentations.
• Analyze and compare financing alternatives in various currencies.
• Prepare deal-related and non-deal related marketing material.
• Analyze credit and financial conditions of corporate clients.
• Collaborate with third parties during bond issue execution stages.
• Help build company cash flow and liability management models.

Required Qualifications, Capabilities, and Skills:

• Complete Spanish and English fluency (Verbal and Written); Portuguese speakers welcomed.
• Strong analytical and corporate finance background.
• Basic understanding of fixed income.
• Thorough knowledge of macroeconomic principles and current events.
• Microsoft Office experience with strong research and presentation skills.
• Team player with a positive attitude.
• Resourcefulness and ability to excel in fast-paced environments.
• Strong attention to detail and unwavering work ethic.

Preferred Qualifications, Capabilities, and Skills:

• Well-rounded individual with strong communication skills.
• Quantitative thinkers with a passion for macroeconomics and Latin American politics.

Job Responsibilities

• Implement end-to-end Alternatives product vehicles across the full landscape of offerings from institutional direct company investments, private funds, and retail registered funds (e.g. UCITS, Interval funds, etc.).
• Identify appropriate operating model, internal support functions, and service providers to streamline and scale the platform.
• Focus on business, regulatory, operational, and technical product streams, and work with stakeholders to define and develop requirements.
• Work with multiple organizations and stakeholders to obtain consensus on scope, approach, features, and functionality.
• Gather, document, and prioritize input from users and stakeholders for future functional changes, identifying short term and long-term solutions.
• Coordinate and communicate launch/roll out activities.

• Post product launch, service as a primary point of contact as needed for all non-investment related matters.
• Navigate internal teams and manage external partners to help maintain the control environment.
• Support the execution of the day-to-day agenda of each product including designing & supplying reporting, implementing controls, and communicating results.
• Lead ongoing initiatives to enhance existing products including the onboarding of new third-party managers, service providers, etc.
• Partner with stakeholders to act as a liaison between sales, governance, operations, legal, risk, and compliance teams and internal technology and vendors for ongoing initiatives.

Required qualifications, capabilities and skills

• 7+ years of relevant experience.
• Experience in the alternative investments industry particularly with hedge funds and private credit.
• General familiarity with assets classes & instrument types including equities, bonds, loans, structured products, and derivatives.
• General knowledge of the 1940 Act and European fund regulation as well as regulatory reporting requirements in respective jurisdictions.
• A good understanding of daily NAV funds and related service provider functions including custody, prime brokerage, and fund accounting.
• Comfort working closely with stakeholders including sales, portfolio management, legal, compliance, risk, operations, etc.
• Excellent communication skills across both technical and business areas
• A passion for problem solving and improving the portfolio manager and client experience.
• High attention to detail, strong organizational skills, and exemplary analytical skills.
• Intellectually curious with a desire to identify and implement innovation.
• Ability to prioritize and handle multiple job-related duties including day to day tasks and project work in a deadline-oriented environment.
• Ability to think critically while effectively managing and finding resolutions to complex situations independently.
• Bachelor’s degree in accounting, Economics, or Finance.

Preferred qualifications, capabilities and skills

• Financial services designations such as CFA, CAIA, CPA a plus
• Hands-on working experience with scripting languages & data analysis tools including Python, VBA, and Tableau.