4 wealth management specialist jobs found

Join the JPMorganChase Wealth Management team, dedicated to helping investors achieve their long-term financial goals. Our business includes Chase Wealth Management, J.P. Morgan Advisors, Personal Advisors, and our Self-Directed digital investing platform, managing approximately $600 billion in assets with around 5,000 advisors across 3,500 branches and 20 offices. As an Executive Director, Liquidity Specialist within J.P. Morgan Wealth Management, you will build relationships with field leadership and Advisors. The successful candidate will possess expert fixed income knowledge and serve as a subject matter expert (SME) for field leaders, Advisors, and clients. This role is responsible for driving the growth of the short-term investment product platform by building trusted relationships with Advisors, delivering product and platform education, and demonstrating deep expertise in markets, rates, and liquidity management. The successful candidate will act as a valued extension of...

Opportunity: J.P. Morgan Global Alternatives is the alternative investment arm of J.P. Morgan Asset & Wealth Management. With $400 billion in assets under management and 450+ investment professionals, we offer strategies across the alternative investment spectrum, including real estate, private equity and credit, infrastructure, transportation, timber, liquid alternatives and hedge funds. (as of Sept. 2024) A vacancy has arisen for an Investor Relations Associate within the Global Transportation Group. An Investor Relations Associate plays a leading role in supporting the client relations, strategy and portfolio management efforts of the firm’s Global Transportation investment platform. This position will support the business’ investment strategies and work closely with both the investment specialist team and portfolio management teams as it relates to the management and marketing of all fund related activities. Excellent communication (written and verbal),...

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan’s U.S. Private Bank.   If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.   As an Analyst, Fund Banker you are responsible for advising Private Equity & Venture Capital Firms on Banking and Lending solutions as well as Cash Management in partnership with local coverage markets. You will use your knowledge of Investments, Credit and Banking to both advise current clients on all aspects of their balance sheet and re-introduce the capabilities of the Private Bank. National Client Fund Bankers are responsible for a large book of clients and work in a fast...

Role Summary The Infrastructure Investments Group (“IIG” or the “Group”) is a dedicated team and business unit within JPMAM Global Alternatives focused on advising a perpetual-life strategy that offers investors a moderate-risk, long-term approach to private infrastructure equity investing that is diversified both in terms of geography and subsector. The strategy advised by IIG is one of the largest of its kind with c.US$47 billion in committed capital under management, representing approximately 11 times growth in assets under management over the past 10 years. The current portfolio includes 18 companies that in turn own c.1,035 underlying assets globally.   The IIG team is comprised of 39 dedicated Investment Principals and 32 specialist team members including fundraising, investor relations, execution, tax, research and finance, based in London and New York. The strategy focuses on active management through control positions (majority equity ownership) in private...