דרושים Alternative Investment Specialist ב-גיי פי מורגן ב-United States, New York, New York

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.

Job Responsibilities

• Coordinating broader Family Investment Firm coverage with Investment Banking, Commercial Banking and Private Banking partners
• Driving the sourcing of new Investment Banking transactions, across Mergers & Acquisitions, debt and equity capital markets products
• Focusing as an Investment Banking lead in joint coverage of Family Investment Firms with both senior bankers (Global Chairs and/or Vice Chairs) and junior bankers
• Acting as the primary day-to-day client point of contact and lead banker on deals
• Reviewing and coordinating the analytical work of junior bankers to move marketing / execution process forward
• Refining marketing / execution materials for maximum client impact
• Overseeing the creation of financial projection models in a financing and/or strategic capacity
• Leading client negotiations, Q&A process and broader diligence with family investment firms and their portfolio companies as part of transactions

Required Qualifications, Capabilities & Skills

• Prior work experience in an Investment Banking front office role, including strong historical client interaction
• Ability to comfortably liaise and communicate with clients in a professional and mature manner
• Extensive self-starter, who is highly proactive and focused on both client idea generation and sourcing of Investment Banking transactions
• Exceptional written and verbal communication skills with specific ability to communicate concepts and ideas concisely and defend their validity
• Very strong quantitative and analytical skills (including Excel modeling and valuation work)
• Ability to work well under pressure and to tight deadlines, and have the aptitude to synthesize large amounts of information and to develop innovative solutions
• Adaptability, able to manage projects independently and be ready to assume a high level of responsibility as a member of a team
• Experience in training junior bankers
• Excellent understanding of financial, legal and reputational risks facing large, globally integrated investment banks in today’s environment

As a Quality Control Specialist in the Credit Middle Office Team within the Private Bank, you will ensure the quality of credit documentation supporting transactions. You will work closely with stakeholders to safeguard the business from regulatory and credit risks, while contributing to the continuous improvement of our quality program. Your role is vital in maintaining the highest standards and enhancing the client experience.

• Audit and perform quality reviews of credit documentation, collateral, and covenant setup.
• Contribute to the continuous improvement and development of the quality program.
• Provide assistance to data owners and approvers.
• Interpret firm policies and compliance requirements for incorporation into systems.
• Participate in stakeholder meetings to meet deadlines and resolve issues.
• Maintain a controls mindset, challenging the status quo and identifying efficiencies.
• Undertake additional responsibilities as assigned by management.

• Fluency in English.
• Experience in legal documentation, audit, or reviewing credit/loan documentation within a financial institution.
• Understanding of credit-related legal risks.
• Excellent interpersonal skills and ability to communicate at all levels.
• Strong organizational skills and attention to detail.
• Ability to work independently and prioritize work to meet tight deadlines.
• Adaptability in a fast-paced, dynamic team environment.
• Strong problem-solving and analytical skills.
• Control and risk mitigation mindset.
• Proficiency in at least one of the following programming languages: Alteryx, Python, Tableau, UiPath.

• Previous experience in Credit Middle Office, credit documentation, audit, or control function is preferred.
• Proficiency in Word, Excel, and Access is an asset.
• Fluency in French, Italian, or Spanish is an advantage.

Job Responsibilities:

• Assist in the portfolio management efforts across all discretionary investment programs, including actively maintaining investment plans for portfolios in close partnership with other portfolio managers
• Monitor and analyze current portfolio positioning and performance across discretionary portfolios, ensuring they remain in line with guidelines
• Manage the trade execution, reporting, and data oversight processes for discretionary investment programs, balancing the need for robust and effective controls with timely, accurate, and transparent reporting for clients
• Collaborate with the Head of Private Investments Portfolio Solutions to lead independent research and analysis to inform portfolio construction, asset allocation, and potential positioning shifts

Required Qualifications, Skills and Capabilities:

• 4+ years of experience in private markets investing, with a focus on portfolio management or investment due diligence
• Robust analytical proficiency, particularly in Excel, with the ability to perform complex financial modeling and analysis
• Bachelor's degree in Finance, Economics, or a related field; advanced degree or CFA designation preferred

Preferred Qualifications, Skills and Capabilities:

• Experience with semi-liquid evergreen solutions preferred
• Advanced degree or CFA designation preferred

As a Financial Planning & Analysis, Senior Associate in Corporate Stress Testing, you will be responsible for the execution of the Comprehensive Capital Analysis & Review and Risk Appetite (CCAR) stress testing forecasts. You will work on stress forecasting calculations, preparing presentations and multiple complex projects. You will also work closely with the central teams, Controllers, Control Management, and multiple functions within Corporate Functions.

Job responsibilities

• Serve as a liaison across corporate functions, Controllers, Firm wide Planning & Analysis, Tax, HR Finance, and other relevant teams to execute on the CCAR, Risk Appetite, and Resolution and Recovery agenda
• Execute stress forecasting calculations and submission deliverables for CCAR and Risk Appetite
• Produce presentations, analysis and supporting materials for senior management that summarize forecast results, plans and progress
• Participate in and support ad-hoc special projects and requests as needed
• Provide timely and concise updates and escalate issues appropriately
• Enhance controls and improve risk environment, including producing, organizing and maintaining documentation
• Help process improvement and automations to increase operational efficiency

Required qualifications, capabilities and skills

• BA/BS in Finance or Accounting
• 5+ years of experience
• Advanced skills in Excel, Essbase and PowerPoint
• Proficiency with data mining/gathering and manipulation of data sets
• Advanced verbal and written communication skills with the ability to articulate complex issues clearly
• Highly motivated and able to thrive and think clearly under pressure and tight deadlines
• Self-starter with excellent time management/prioritization skills
• Good analytical and problem solving skills with ability to analyze large data sets and present conclusions concisely
• Demonstrated ability to partner well, mentor and influence others

Preferred qualifications, capabilities and skills

• CFA, CPA, MBA
• Experience in the financial services industry
• Experience with CCAR

Description

Job Summary

As an experienced Analyst on the Equity-Linked Capital Markets Team, you will be a key player in the execution of the firm's Equity-Linked transactions including convertible debt, mandatory convertibles and call spreads. You will work with expert professionals at the heart of a leading global investment bank. Senior bankers will get to know you - both as a person and as a valued member of a winning team, working on some of the firm’s most complex transactions. You will experience training, hands-on learning opportunities, continuous mentoring and feedback, and numerous development opportunities. You will use your experience to contribute to the firm's capital raising and structuring capabilities, while helping build J.P. Morgan's franchise and reputation in the marketplace. You will develop strong functional skills in the major areas of Capital Markets and become a senior client executive who is capable of generating and executing your own transactions. Joining here means you’ll become part of our inclusive teams and culture, unified by the firm’s mission and commitment to success.

Job Responsibilities

• Execute equity-Linked origination: pricing and modeling of convertible and call spread transactions as well as preparing marketing materials for the same
• Execute Transactions: support due diligence, document preparation, negotiation etc and liaising with relevant counterpart at the client/other advisers (accounting, legal, etc)
• Working with J.P. Morgan product and sector teams
• Building and using complex financial models, completing valuation and analytical exercises
• Drafting presentation materials, management presentations, Board materials, Memorandums, and other presentation materials for use in M&A and capital markets transactions or strategic client dialogue Keeping abreast of key market developments and establishing knowledge of the target client base and relevant market dynamics

Required qualifications, capabilities, and skills

• Prior work experience in an investment banking front office, or related, role.
• Strong accounting, finance, quantitative, mathematics and business writing skills.
• A well-rounded academic background from a top tier educational institution.
• An understanding of the transaction cycle and steps in a capital markets offering
• Impeccable communication details with the ability to effectively interact with senior professionals, clients and key stakeholders in other line of business.
• Ability to multi-task across competing deadlines and industry groups within the firm.
• Passion for quantitative finance, markets, and some familiarity with equity-linked and derivative structures.
• Self-directed, highly motivated, and able to work independently.

Preferred qualifications, skills, and capabilities

• Prior work experience in an Equity-linked Capital Markets role

As a Vice President in Investment Banking, you’ll have experience developing strong relationships with corporates and financial institution clients and working across different products. You’ll work on deals and transaction across the spectrum of our banking products, including mergers & acquisitions, divestitures, restructurings, loans, and equity capital and debt capital raises.

Job Responsibilities

• Acting as the primary day-to-day client point of contact and lead banker on deals
• Reviewing and coordinating the analytic work of junior bankers to move marketing/execution process forward
• Refining marketing/execution materials for maximum client impact
• Overseeing the creation of financial projection models
• Identifying and managing all risks in a given deal
• Liaising with other internal and external parties on transactions (eg. lawyers, accountants, counterparties)
• Leading client negotiations, Q&A process and management interviews

Required qualifications, capabilities, and skills

• Prior VP level experience in Healthcare Investment Banking
• Experience in training junior bankers
• Exceptional written and verbal communication skills with specific ability to communicate concepts and ideas concisely and defend their validity
• Very strong quantitative and analytical skills (including Excel modelling and valuation work)
• Ability to work well under pressure and to tight deadlines, and have the aptitude to synthesize large amounts of information and to develop innovative solutions
• Adaptability, able to manage projects independently and be ready to assume a high level of responsibility as a member of a team
• Ability to comfortably interact with clients in a professional and mature manner
• Excellent understanding of financial, legal and reputational risks facing large integrated investment banks in today's environment