דרושים Residential Asset-backed Credit – Analyst 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:

• 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.

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).

As an Vice President at J.P. Morgan Asset Management, you will support the financial operations and reporting of one of the largest Commercial Real Estate portfolios. Your responsibilities will include oversight of property managers, consultants, and investment accounting and managing two sets of accounting books, one adhering to historical cost GAAP and the other to FV (Fair Value) reporting standards, to support the non-traded REIT (NTR). You will have the opportunity to collaborate with a team of seasoned professionals, overseeing various aspects of real estate financial analysis, accounting, structuring, operations, technical accounting, and internal controls. Additionally, you will work closely with investment professionals on acquisitions, dispositions, and capital restructures, focusing on accounting treatment and transaction execution for REA funds and investors.

Job Responsibilities:

• Manage, cultivate and develop strong relationships with REA investment team members, joint venture partners, and property managers.
• Conduct financial due diligence for acquisitions, collaborating with various REA departments, third parties, sellers, JV partners, and legal counsel.
• Reconcile and analyze differences between historical cost and fair value accounting to provide insights into the financial performance and valuation of real estate assets.
• Provide oversight and guidance on accounting treatment, offering periodic feedback on the quality and thoroughness of work products of the various parties involved in monthly financial deliverables.
• Review monthly operating results of investments for (NTR) consolidation and investor pricing, serving as an escalation point for reporting issues.
• Analyze financial statements and performance metrics (IRR, equity multiples, time-weighted returns, etc.) of real estate investments.
• Engage with independent external auditors and tax practitioners.
• Prepare and review materials for business management, internal stakeholders, and investors.
• Manage outsourced and inhouse members of the team, ensuring adherence to responsibilities and deadlines.

Required qualifications, capabilities, and skills:

• 6+ years of accounting experience, with a strong understanding of historical cost GAAP and FV (Fair Value) reporting standards.
  • Experience with ASC 805 and ASC 842
• 3+ years of real estate experience
• Bachelor’s degree in Accounting
• Managerial experience
• Clear and effective communicator
• Strong understanding of complex real estate investment structures, mortgage documents, development management agreements, partnership agreements, property management and leasing agreements, and purchase and sale agreements
• Experience managing consultants and meeting time-sensitive deadlines

Preferred Qualifications, Capabilities, and Skills:

• CPA certification
• Proficiency in Yardi
• Experience with public REIT’s strongly preferred (traded or non-traded REIT’s)