דרושים Cross-asset Investable Indices - Managing Director ב-גיי פי מורגן ב-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 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

Job responsibilities:

• Serve as a thought-leader who drives a strategic, complex, and highly visible AI-driven program across LOBs and functions from project initiation to delivery
• Take accountability for strategic design, business requirements, and new ways of working to support AI agentic solutions
• Lead successful end to end execution and delivery of a program objective without precedent (including project conception, planning, requirements gathering, solutioning, governance, and decision-making) based upon targeted business outcomes, dependencies, and stakeholders
• Establish a problem statement, opportunity goals, baseline data, measures of success, and business requirements for AI-based capabilities
• Maintain an analytical mindset to understand, develop and synthesize requirements; risks; and cross-dependencies during roadmap delivery across multiple program workstreams. Able to articulate rationale behind roadmap and solutions
• Ensure there is communication, alignment, and coordination across all stakeholders by creating and facilitating project status and executive summary presentations; communicate effectively with peers, cross-functional team members, and senior stakeholders
• Communicate to all levels of the organization through compelling, impactful storytelling
• Build relationships with cross-functional teams (including Technology, Legal, and Regulatory Controls teams) to understand pain points, gather requirements, and drive solutioning
• Create an environment where all voices can be heard and ideas are openly welcomed and debated; establish trust with peers, partners, and executive sponsors
• Be a champion for both business and culture transformation, leading with consistency, integrity, and humility

Required qualifications, capabilities, and skills:

• 10+ years of related experience (program management and product owner-related experience)
• Significant AI expertise and proven delivery record of AI-based capabilities
• End to end product ownership experience – including understanding of best practices, tools, and processes
• Proven ability to lead initiatives through ambiguity typical of a large-scale business initiative and define path forward
• Proven ability to create senior executive leadership presentations
• High aptitude with agile best practices and collaboration tools (e.g. Confluence, JIRA, Microsoft Teams)

As a Private Banker in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.

Job Responsibilities

• Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
• Generate business results and acquire new assets, both from existing client base and new client acquisition
• Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
• Partner with internal specialists to provide interdisciplinary expertise to clients when needed
• Connect your clients across all lines of business of J.P. Morgan Chase & Co.
• Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
• Strictly adhere to all risk and control policies, regulatory guidelines and security measures

Required Qualifications, Capabilities, and Skills

• Six plus years of work experience in Private Banking or Financial Services
• 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
• Proven sales success and strong business acumen
• Strong community presence with an established network
• Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
• Focuses on the client experience and works tirelessly on the client’s behalf

Preferred Qualifications, Capabilities, and Skills

• MBA, JD, CFA, or CFP preferred
• Proactive, takes initiative, and uses critical thinking to solve problems
• Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
• Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business
• Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate

As the Executive Director in AI Transformation & Strategic Execution, you will act as a strategic change agent, shaping and promoting the firm's AI agenda across our global Operations. You won't just track projects; you will architect a value-promoten portfolio, challenging the status quo and uncovering ambitious, high-impact opportunities. Your primary role is to transform complex data and competing priorities into compelling, data-promoten narratives that promote alignment, secure buy-in, and inspire action from the firm's most senior leaders. Adept at navigating ambiguity, you will use hypothesis-promoten thinking and sophisticated analytics to bring clarity to complex business challenges, ensuring our AI investments deliver maximum strategic and financial value. You will be the trusted advisor who connects AI capabilities to tangible business outcomes, moving critical work forward that has a firmwide impact.

Job Responsibilities

• Architect and spearhead the AI portfolio strategy, shifting from a management process to a dynamic value-creation engine focused on measurable business impact
• Translate portfolio data into powerful, data-driven narratives and actionable insights for executive leadership, focusing on ROI, strategic alignment, and business impact. You will own executive reporting and communication on program performance and outcomes
• Proactively identify and champion high-impact, "big bet" AI opportunities, challenging teams to think beyond incremental improvements and pursue transformative outcomes
• Develop and deploy robust analytical frameworks and governance models to rigorously assess, prioritize, and measure the success of all AI initiatives from intake to scaling
• Cultivate and lead a high-performing team of strategic thinkers and execution experts, fostering a culture of data-driven decision-making, intellectual curiosity, and a relentless pursuit of results
• Act as an accelerator for the teams you support, proactively clearing roadblocks and resolving key escalations to ensure strategic objectives are met.
• Champion best practices in strategic planning, change management, and benefits realization across the organization
• Serve as a trusted advisor to senior executives, leveraging data-backed insights and compelling storytelling to influence key business decisions and guide the firm’s AI investment strategy
• Forge strategic partnerships across all Lines of Business (LoBs), driving alignment on ambitious goals and orchestrating complex, cross-functional change initiatives to ensure successful implementation
• Masterfully communicate program strategy, performance, risks, and opportunities to stakeholders at all levels, ensuring transparency and enterprise-wide alignment

Required Qualifications, skills, and capabilities:

• 8+ years of experience in management consulting, corporate strategy, or strategic program management, with a demonstrated track record of leading large-scale business transformation initiatives
• Hypothesis-driven problem solver with the ability to dissect complex, ambiguous problems and architect elegant, data-driven solutions
• Mastery of executive-level communication; able to distill complex analyses into simple, compelling narratives using PowerPoint and build sophisticated analytical models in Excel to support your arguments
• Deep understanding of AI/ML concepts and their practical application to solve real-world business challenges and drive value
• A bias for action and an entrepreneurial spirit; comfortable challenging the status quo and relentlessly driving outcomes in a large, matrixed organization
• Exceptional influencing and relationship-building skills, with the ability to build trust and consensus with senior executives, cross-functional partners, and technical teams alike

Preferred Qualifications, skills, and capabilities:

• Experience with data visualization tools (e.g., Tableau, Alteryx) is a strong plus.
• Bachelor's degree required; an MBA or equivalent advanced degree is strongly preferred.

Short Business Description
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 Head of Real Estate Investor Relations within the Real Estate Americas team, you will lead and manage the investor relations team, ensuring the effective execution of client reporting, marketing materials, client questionnaires, and all client deliverables. Your team will be responsible for maintaining high standards in these areas, and you will oversee the process to ensure consistency and quality. In this role, you will shape and execute the investor relations strategy for the Real Estate Americas division, working closely with both internal stakeholders, including investment specialists, portfolio managers, and research teams. This role provides strategic oversight, enhancing investor relations processes, and promoting efficiencies across the organization. Additionally, you will lead various strategic projects to support the platform's growth and competitive positioning, fostering collaboration and standardization throughout the division.

Job Responsibilities

• Lead and manage the investor relations team, overseeing both day-to-day operations and strategic initiatives to ensure the effective execution of client reporting, marketing materials, client questionnaires, and all client deliverables.
• Develop and implement a comprehensive investor relations strategy that aligns with the platform’s objectives, driving both growth and competitive positioning.
• Provide strategic oversight of the investor relations process, focusing on consistency, efficiency, and timely delivery of materials and reports, with an emphasis on process optimization.
• Maintain a comprehensive understanding of the real estate industry, markets, and trends to effectively translate insights into client responses and materials.
• Foster collaboration with offshore teams and stakeholders to standardize, optimize, and streamline reporting and client deliverables for improved efficiency and consistency.
• Lead 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

• 10+ years of experience in investor relations or a related field, with a strong background in real estate investment.
• Proven leadership and team management skills, with the ability to inspire and develop a high-performing team.
• Strong project management and organizational skills, capable of prioritizing and managing diverse workloads under tight deadlines.
• Expertise in driving standardization and optimization of processes and deliverables.
• 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 responses.
• Experience in fostering team collaboration and ensuring alignment with strategic goals.
• Strong understanding and interest in real estate investment management.
• Proficiency in PowerPoint and Excel.
• Series 7 and Series 3 certifications required (or willingness to obtain).