Portfolio Strategy Analyst – Global Real Estate jobs at Jpmorgan in United States, New York

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 responsibilities

• Gather, analyze and present data and findings to facilitate decision making and business progression
• Collaborate across product partners, sales teams and business managers to identify client opportunities to help execute business plans
• Coordinate of the client agenda – client selection and coverage, prioritization, relationship status, growth opportunities, and performance metrics
• Coordinate financial management including: pipeline oversight and projections, forecasts, annual budgets, revenue reconciliation and expense management
• Influence production of financial reporting and ad hoc financial analytics and data modeling
• Own and manage materials for global business reviews, all hands calls, townhalls for Subsidiary Banking

Required Qualifications, Capabilities, and Skills:

• Minimum 5 years of post-grad experience in finance, project management, or business management roles.
• Strong analytical skills with the ability to articulate results to diverse audiences.
• Team-oriented and flexible, with project ownership skills.
• Ability to structure and build quantitative and qualitative analysis.
• Professionalism, discretion, and decision-making skills for interacting with senior executives.

Preferred Qualifications, Capabilities, and Skills:

• Degree in Finance or General Management.
• Understanding of business drivers and modeling.

Job Summary:

As an Associate or Vice President in Currencies and Emerging Markets (CEM) team, you will assist in managing risk, liquidity, and exposure, support all aspects of the trading desk, and design optimal risk management strategies for large trades. You will evaluate market developments to provide clients with accurate product information and ensure all relevant parties are informed of key developments.

Job Responsibilities:

• Support day-to-day client requests and needs.
• Understand market drivers, market moves, and cross-asset implications.
• Independently resolve P&L reconciliation issues.
• Ensure all relevant parties are informed of key developments.
• Cultivate an appreciation of the balance between revenue generation and building a client franchise.
• Establish competence with clients around executing trades.
• Understand the firm's approach to risk management and follow applicable policies.
• Assist with post-trade processes and ensure internal controls are followed.
• Proactively share information, knowledge, and ideas to help others succeed.
• Demonstrate proficiency with market and product terminology and quantitative frameworks.

Required Qualifications, Capabilities, and Skills:

• Current or prior experience trading Asian currencies or related macro products at an investment bank or buyside, required.
• Ability to discuss trade booking and implications on P&L in detail.
• Proficiency in calculating and reconciling P&L and resolving issues independently.
• Understanding of fundamental and technical aspects of traded products.
• Knowledge of direct costs of transactions and risk management strategies.
• Thorough understanding of market drivers and ability to anticipate movements.
• Execution-oriented with a strong understanding of the transaction cycle.
• Ability to thrive under competitive pressures and remain client-focused.
• Strong communication skills, both verbal and written, with the ability to defend ideas.
• Comfortable interacting with business clients and management.
• Self-directed, highly motivated, and able to work independently.

The newly formed Transformation Office functions as a strategic accelerator driving strategy and execution of AI initiatives, with a focus of leading and accelerating the implementation of the AI in Operations program and providing standardization and transparency into Operations AI use cases across the firm. Given the importance and scale of this transformation, as part of this role you will have the unique opportunity to work closely with our most senior leaders across the business.

As an AI in Operations Transformation Office Program Manager, you will lead complex projects and programs to drive the AI in Operations program towards its strategic goals and impact AI and Operations teams across the firm. Your experience in program management of leading program offices and broad understanding of the AI space will enable you to develop strategic plans and ensure the program meets internal and external requirements. Adept navigation through ambiguity, adaptation to change, and leveraging of advanced analytical reasoning and influencing skills are essential for driving mutually beneficial outcomes. Your exceptional communication abilities will foster productive relationships with stakeholders, cross-functional teams, and clients. Through your technical fluency and thought leadership, you will play a pivotal role in achieving business goals, shaping the firm's technology landscape, and moving work forward that has firmwide impact.

Job Responsibilities:

• Apply structured problem-solving and design thinking to address top strategic priorities
• Develop innovative solutions to transform the business model and product offering
• Develop an understanding of innovation in financial services and particularly emerging technologies (e.g., AI/LLM, ML, RPA) to help reimagine the future of D&PS
• Prepare for and listen well in meetings; interject and participate in stakeholder interviews to gather baseline information and work with business partners to clarify / execute any follow-up requests
• Support multiple project work streams
• Establish strong working relationships with internal stakeholders and colleagues
• Manage deadlines and timeframes, proactively escalating issues, as needed

Required qualifications, capabilities, and skills:

• 5 years of experience with a premier strategy consulting firm or an internal strategy consulting / corporate strategy team, leading technology company or AI-related start-up
• Demonstrated experience with consulting toolkit / broad range of analytical tools and problem-solving approaches
• Strong client management and executive-level communication skills
• Track record of demonstrating a high level of personal initiative, setting and achieving challenging goals, and demonstrating entrepreneurial leadership
• Bachelor's degree in Economics, Finance, Math, Engineering, or a related field

Preferred qualifications, capabilities, and skills:

• Experience in financial services industry or AI-related field
• MBA or an advanced business degree from a top-tier program

As the Vice President of Equity & Deferred Comp Strategy & Innovation, you will work closely with the Head of Equity & Deferred Comp Strategy to drive systemic solutions that support key business initiatives. Your role will involve collaborating with Product, HR Global Ops, and Technology teams to provide requirements and process flows, review system designs. You will also partner with QA to identify test cases and perform User Acceptance Testing. In addition, you will oversee the conversion efforts for the Employee Stock Purchase Plan (ESPP), ensuring seamless integration and an exceptional and engaging employee experience.

Job responsibilities

• Collaborate with the Head of Equity & Deferred Comp Strategy to drive the development and implementation of systemic solutions for key business initiatives that enhance equity compensation plans and align with overall business objectives.
• Partner with Product, HR Global Operations, and Technology teams to provide requirements and process flows, review system designs, identify test cases, and perform User Acceptance Testing.
• Manage complex calculations for share retention requirements, implementing a maker and checker process to ensure accuracy.
• Oversee the conversion efforts for the Employee Stock Purchase Plan (ESPP), ensuring seamless integration and functionality.
• Utilize Excel to manage and manipulate data, ensuring accuracy and completeness of data
• Reconcile data between systems, identifying and resolving discrepancies efficiently
• Test functionality of the stock plan system to ensure a smooth transition
• Document and retain new processes and controls developed during project implementations
• Prepare presentations and materials for communications and meetings with various stakeholders and levels of management
• Collaborate with cross-functional teams to address any issues that may arise while m

Required qualifications, capabilities and skills

• Strong knowledge of equity & deferred compensation plan products, including Restricted Stock Units (RSUs) and Employee Stock Purchase Plans (ESPP).
• Ability to translate equity & deferred comp business requirements into detailed documentation for Product and Technology teams to develop effective solutions.
• Ability to reconcile large sets of data using various tools including Microsoft Excel
• Strong attention to detail to ensure accuracy and completeness of data with strong written and verbal communication skills
• Ability to develop and execute comprehensive test cases for process validation while also proficient in auditing, testing and validating data
• Experience crafting clear and concise communications in Microsoft Word and PowerPoint to various stakeholders
• Ability to collaborate effectively with cross-functional teams
• Team player mindset, contributing to a positive and collaborative work environment
• Proven technical background with the ability to lead strategic technology initiatives with familiarity with relevant tools and technologies in data management and quality assurance
• Analytical mindset to identify issues and propose effective solutions and strategic thinking to align technology initiatives with business goals
• Flexible approach to handle evolving project requirements and priorities and ability to thrive in a dynamic and fast-paced work environment

Preferred qualifications, capabilities and skills

• Experience in leading technology-driven strategic initiatives within equity & deferred compensation or related fields.
• Familiarity with deferred compensation plans
• Strong presentation skills, with the ability to effectively utilize PowerPoint to communicate complex ideas and strategic initiatives to various audiences
• Experience in using generative AI to drive innovation and enhance processes within the equity & deferred compensation space

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.