JPMorganChase
Asset Management - Private Credit Investment Specialist - Vice President
JPMorganChase, New York, New York, us, 10261
Overview
Asset Management - Private Credit Investment Specialist - Vice President
The role is to join the Investment Specialist team as the main point-of-contact for clients, prospects, and J.P. Morgan Asset Management’s Client Advisors. As a Vice President in the Private Credit Solutions Group, you will help cover investors across private credit accounts and collaborate with senior team members to develop marketing materials and tell our story to clients and prospects. The role requires a strong work ethic, creativity, proactive problem solving, adaptability, and comfort in high-pressure situations.
Responsibilities
Core member of the coverage team for existing investor accounts
Contribute to strategy for individual client relationships, including identifying opportunities for additional product opportunities
Drive the creation of materials for meetings with our existing institutional investor base
Produce and review regular reporting and commentary
Contribute to and take ownership of high-profile projects and business initiatives as needed
Collaborate with product structuring, legal, compliance, operations and finance teams to deliver a seamless client service experience
Support business development efforts by developing compelling marketing presentations for external and internal audiences
Respond to ad hoc client queries and formal Requests for Proposal
Required Qualifications, Capabilities And Skills
Excellent interpersonal skills and the ability to build strong relationships; team player
Ability to grasp complex concepts and explain them clearly
Self-starter with a proactive mindset and ability to anticipate client needs
Demonstrated interest in markets and private credit investments
Well-organized work style with strong attention to detail
Superior Excel and PowerPoint skills; Python/coding experience is a plus
Excellent written and verbal communication skills
Good understanding of investment risk and return statistics
About Us JPMorgan Chase & Co. is a leading financial institution offering innovative financial solutions to consumers, small businesses, and corporate, institutional, and government clients under the J.P. Morgan and Chase brands. We provide a range of benefits and total rewards based on role, experience, skill set and location, including health care coverage, retirement savings, and various support programs. We are an equal opportunity employer and value diversity and inclusion. We do not discriminate on protected attributes and provide reasonable accommodations as needed.
About The Team J.P. Morgan Asset & Wealth Management delivers investment management and private banking solutions. Asset Management provides strategies across asset classes to individuals, advisors and institutions. Wealth Management helps clients plan and realize their financial goals.
Details
Seniority level: Mid-Senior level
Employment type: Full-time
Job function: Finance and Sales
We’re committed to helping candidates find opportunities where they can grow. For more information about accommodations, visit our FAQs.
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Asset Management - Private Credit Investment Specialist - Vice President
The role is to join the Investment Specialist team as the main point-of-contact for clients, prospects, and J.P. Morgan Asset Management’s Client Advisors. As a Vice President in the Private Credit Solutions Group, you will help cover investors across private credit accounts and collaborate with senior team members to develop marketing materials and tell our story to clients and prospects. The role requires a strong work ethic, creativity, proactive problem solving, adaptability, and comfort in high-pressure situations.
Responsibilities
Core member of the coverage team for existing investor accounts
Contribute to strategy for individual client relationships, including identifying opportunities for additional product opportunities
Drive the creation of materials for meetings with our existing institutional investor base
Produce and review regular reporting and commentary
Contribute to and take ownership of high-profile projects and business initiatives as needed
Collaborate with product structuring, legal, compliance, operations and finance teams to deliver a seamless client service experience
Support business development efforts by developing compelling marketing presentations for external and internal audiences
Respond to ad hoc client queries and formal Requests for Proposal
Required Qualifications, Capabilities And Skills
Excellent interpersonal skills and the ability to build strong relationships; team player
Ability to grasp complex concepts and explain them clearly
Self-starter with a proactive mindset and ability to anticipate client needs
Demonstrated interest in markets and private credit investments
Well-organized work style with strong attention to detail
Superior Excel and PowerPoint skills; Python/coding experience is a plus
Excellent written and verbal communication skills
Good understanding of investment risk and return statistics
About Us JPMorgan Chase & Co. is a leading financial institution offering innovative financial solutions to consumers, small businesses, and corporate, institutional, and government clients under the J.P. Morgan and Chase brands. We provide a range of benefits and total rewards based on role, experience, skill set and location, including health care coverage, retirement savings, and various support programs. We are an equal opportunity employer and value diversity and inclusion. We do not discriminate on protected attributes and provide reasonable accommodations as needed.
About The Team J.P. Morgan Asset & Wealth Management delivers investment management and private banking solutions. Asset Management provides strategies across asset classes to individuals, advisors and institutions. Wealth Management helps clients plan and realize their financial goals.
Details
Seniority level: Mid-Senior level
Employment type: Full-time
Job function: Finance and Sales
We’re committed to helping candidates find opportunities where they can grow. For more information about accommodations, visit our FAQs.
#J-18808-Ljbffr