JPMorganChase
Asset Management - Real Estate Investment Specialist West Coast - Executive Dire
JPMorganChase, Los Angeles, California, United States, 90079
Overview
J.P. Morgan Asset & Wealth Management is a global leader in investment and wealth management, managing assets for institutions, high‑net‑worth individuals and retail investors worldwide. The Real Estate Americas platform stands out for its strategic relationships and market leadership, supported by a team of over 230 professionals. Our expertise covers core real estate to opportunistic strategies, across the capital stack, and includes diverse fund offerings for defined contribution plans. Job Summary
As an Asset Management - Real Estate Investment Specialist West Coast - Executive Director within the Real Estate Americas team, you will lead prospecting for new clients, deepen existing client and consultant relationships, and provide thought leadership. You will report to the Head of US Client Strategy for Core & Core Plus Funds. Job Responsibilities
Grow and maintain our Real Estate Americas book of business with our U.S. client base (including corporate pension funds, state and government‑sponsored investment funds, insurance companies, endowments and foundations, as well as other investors). Initiate relationships with new clients, expand mandates with existing clients, garner additional commitments for existing mandates, and maintain existing mandates. Manage existing client relationships with the goal of creating strategic partnerships by deepening and expanding the assets we manage on their behalf. Establish an annual strategic plan, maintain regular contact with key client representatives (including field consultants), and deliver clear account reviews with thoughtful interpretations of near‑term economic and other relevant external events. Understand client investment goals and objectives and provide thought leadership on solutions to meet their objectives. Deliver the platform and firm resources to the client. Stay informed on the competitive landscape and provide insights to position our strategies to best compete. Foster excellent collaborative relationships with Client and Consultant Advisor teams, investment teams, research, portfolio managers, investor relations, product development and other key stakeholders across the firm; pursue new business opportunities aligned with our platform and model, identifying prospects and establishing relationships with senior investment professionals. Required Qualifications, Capabilities And Skills
Minimum 7+ years of experience successfully raising capital for real estate investment strategies or equivalent investment experience. Network of relationships with Western U.S. institutional real estate investors. Ability to deliver concise, persuasive, and technically sound new business presentations and investment reviews including market outlook, fund/portfolio and underlying investments. Excellent written and oral communication skills and intellectual curiosity in the subject matter. Strong relationship building skills applicable to existing clients, prospective clients and internal stakeholders across Real Estate Americas and the broader firm. Strong understanding of regional economic forecasts and the ability to interpret them relative to performance of all products represented by this team. Ability to incorporate current economic forecast information from internal and external sources into asset class and fund positioning communications. Working knowledge of portfolio construction and strategic asset allocation. Strong work ethic, results oriented and willingness to travel. Highest ethical values in professional and personal conduct. Undergraduate degree in business or related field. Preferred Qualifications, Capabilities And Skills
Series 3, 7 and 63 certifications (or willingness to achieve). Higher level of education preferred, MBA/CFA. FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase’s review of criminal conviction history, including pretrial diversions or program entries. About Us
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission‑based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on‑site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans. About The Team
J.P. Morgan Asset & Wealth Management delivers industry‑leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals. Seniority level
Director Employment type
Full-time Job function
Finance and Sales
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J.P. Morgan Asset & Wealth Management is a global leader in investment and wealth management, managing assets for institutions, high‑net‑worth individuals and retail investors worldwide. The Real Estate Americas platform stands out for its strategic relationships and market leadership, supported by a team of over 230 professionals. Our expertise covers core real estate to opportunistic strategies, across the capital stack, and includes diverse fund offerings for defined contribution plans. Job Summary
As an Asset Management - Real Estate Investment Specialist West Coast - Executive Director within the Real Estate Americas team, you will lead prospecting for new clients, deepen existing client and consultant relationships, and provide thought leadership. You will report to the Head of US Client Strategy for Core & Core Plus Funds. Job Responsibilities
Grow and maintain our Real Estate Americas book of business with our U.S. client base (including corporate pension funds, state and government‑sponsored investment funds, insurance companies, endowments and foundations, as well as other investors). Initiate relationships with new clients, expand mandates with existing clients, garner additional commitments for existing mandates, and maintain existing mandates. Manage existing client relationships with the goal of creating strategic partnerships by deepening and expanding the assets we manage on their behalf. Establish an annual strategic plan, maintain regular contact with key client representatives (including field consultants), and deliver clear account reviews with thoughtful interpretations of near‑term economic and other relevant external events. Understand client investment goals and objectives and provide thought leadership on solutions to meet their objectives. Deliver the platform and firm resources to the client. Stay informed on the competitive landscape and provide insights to position our strategies to best compete. Foster excellent collaborative relationships with Client and Consultant Advisor teams, investment teams, research, portfolio managers, investor relations, product development and other key stakeholders across the firm; pursue new business opportunities aligned with our platform and model, identifying prospects and establishing relationships with senior investment professionals. Required Qualifications, Capabilities And Skills
Minimum 7+ years of experience successfully raising capital for real estate investment strategies or equivalent investment experience. Network of relationships with Western U.S. institutional real estate investors. Ability to deliver concise, persuasive, and technically sound new business presentations and investment reviews including market outlook, fund/portfolio and underlying investments. Excellent written and oral communication skills and intellectual curiosity in the subject matter. Strong relationship building skills applicable to existing clients, prospective clients and internal stakeholders across Real Estate Americas and the broader firm. Strong understanding of regional economic forecasts and the ability to interpret them relative to performance of all products represented by this team. Ability to incorporate current economic forecast information from internal and external sources into asset class and fund positioning communications. Working knowledge of portfolio construction and strategic asset allocation. Strong work ethic, results oriented and willingness to travel. Highest ethical values in professional and personal conduct. Undergraduate degree in business or related field. Preferred Qualifications, Capabilities And Skills
Series 3, 7 and 63 certifications (or willingness to achieve). Higher level of education preferred, MBA/CFA. FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase’s review of criminal conviction history, including pretrial diversions or program entries. About Us
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission‑based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on‑site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans. About The Team
J.P. Morgan Asset & Wealth Management delivers industry‑leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals. Seniority level
Director Employment type
Full-time Job function
Finance and Sales
#J-18808-Ljbffr