דרושים Investment Banking - Real Estate Analyst ב-גיי פי מורגן ב-United States, New York
JPMorgan Asset Management - Real Estate Wealth United States, New York, 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).
משרות נוספות שיכולות לעניין אותך
JPMorgan US Private Bank - Investment Specialist Vice President 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
משרות נוספות שיכולות לעניין אותך
JPMorgan Global Corporate/Subsidiary Banking - Business Management – ... United States, New York, New York
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.
משרות נוספות שיכולות לעניין אותך
JPMorgan LATAM Debt Capital Markets - Analyst United States, New York, New York
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.
משרות נוספות שיכולות לעניין אותך
JPMorgan Asset Management - Real Estate Investor Relations Associate United States, New York, New York
- Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
- Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
- Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
- Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions – introducing them to our team of experts to help achieve their financial goals.
- Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
- Ability to put clients first and exceed their expectations – delivering attentive and friendly service, creating a welcoming environment.
- Ability to build trusted relationships – demonstrating genuine care and concern during interactions with clients.
- Ability to engage clients – communicating clearly and politely to understand and help, anticipating client needs.
- Ability to quickly and effectively resolve client issues with attention to detail – providing a consistent client experience.
- Ability to elevate the client experience – working collaboratively as a team to deliver seamless service with care and sincerity.
- Ability to quickly and accurately learn products, services, and procedures.
- Client service experience or comparable experience.
- High school diploma or GED equivalent.
- Strong desire and ability to influence, educate, and connect customers to technology solutions.
- Cash handling experience.
משרות נוספות שיכולות לעניין אותך
JPMorgan Asset Management - Head Real Estate Investor United States, New York, New York
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).
משרות נוספות שיכולות לעניין אותך
JPMorgan Research Analyst Multiple Positions Available United States, New York, New York
- Supervise and guide a team of Loan Origination specialists, leading the loan origination process with a focus on accurate documentation and timely transaction closures through effective leadership and organizational skills.
- Provide strategic advice and support to the team, leveraging a deep understanding of lending services to foster a collaborative environment, define team direction, and allocate resources effectively.
- Utilize critical thinking and conflict resolution skills to manage team dynamics, ensuring seamless operations and resolving potential conflicts through effective problem-solving.
- Cultivate productive stakeholder relationships by using exceptional interpersonal skills to communicate, negotiate, and build trust, enhancing team interactions and driving mutually beneficial outcomes.
- Drive process innovation and efficiency within the team by implementing solutions that enhance current methods and leading change initiatives for organizational success.
- Demonstrated expertise in managing loan origination processes, with four years of experience in the field.
- Proficient in strategic planning and resource allocation, ensuring effective team and process management.
- Skilled in conflict management and resolution, applying critical thinking to navigate challenges and evaluate risks.
- Strong capabilities in stakeholder management, fostering productive relationships and effective communication.
- Advanced knowledge of lending services, with experience in dynamic, fast-paced environments, and a proven track record of professional growth and development.
- Skilled in managing change initiatives to adapt lending services to evolving market conditions and technologies, leveraging market product knowledge to align services with industry trends and client needs.
- Proficient in leveraging AI/ML to enhance lending processes and improve decision-making capabilities, utilizing data and tech literacy to analyze lending data and implement innovative solutions.
- Competent in creating quantitative reports to track lending performance and support strategic planning, while implementing anti-fraud measures and applying cybersecurity best practices to protect operations and ensure compliance.
- Strong communication skills, capable of developing and delivering presentations to communicate insights and updates to stakeholders, and leading project management efforts for successful execution of lending service initiatives.
משרות נוספות שיכולות לעניין אותך
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).
משרות נוספות שיכולות לעניין אותך
