JPMorganChase
Asset Management - Private Credit Investment Specialist - Vice President
JPMorganChase, New York, New York, us, 10261
Asset Management - Private Credit Investment Specialist - Vice President
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Job Description
The Role
We are seeking an Associate/Vice President to join our Investment Specialist team which serves as the main point-of-contact for our clients, prospects, and J.P. Morgan Asset Management’s Client Advisors. As an Vice President in the Private Credit Solutions Group, you will play a key role in coverage of investors across private credit accounts. You will also work closely with senior members of the team to develop compelling marketing materials and to help tell our story to both existing clients and prospects. Superior candidates will demonstrate a strong work ethic, be creative and proactive in problem solving, be adaptable and comfortable in high pressure situations.
The role will provide candidates with an opportunity to learn how to craft compelling messages and problem solve in a fast-paced environment. We are looking for individuals who are interested in markets and demonstrate intellectual curiosity regarding our investment offerings. Being proactive and anticipating the next steps are critical for success. The candidate will primarily work on the below with additional responsibilities developing based on the team’s needs and the candidate’s skillset.
Job Responsibilities
Core member of 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
Work closely with product structuring, legal, compliance, operations and finance teams to create a seamless client service experience
Help support business development efforts by working closely with team leaders to develop compelling marketing presentations for both external and internal audiences
Respond to ad hoc client queries and formal Requests for Proposal
Required Qualifications, Capabilities And Skills
Excellent interpersonal skills, ability to build strong relationships and a team player
Ability to grasp complex concepts and explain them to others
Self-starter, proactive mindset, ability to anticipate questions and client needs
Demonstrated interest in markets and private credit investments
Well organized work style with intense focus on details
Superior Excel and PowerPoint skills, python/coding experience a plus
Excellent written and verbal communication skills
A good understanding of investment risk and return statistics
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 Mid-Senior level
Employment type Full-time
Job function Finance and Sales
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Job Description
The Role
We are seeking an Associate/Vice President to join our Investment Specialist team which serves as the main point-of-contact for our clients, prospects, and J.P. Morgan Asset Management’s Client Advisors. As an Vice President in the Private Credit Solutions Group, you will play a key role in coverage of investors across private credit accounts. You will also work closely with senior members of the team to develop compelling marketing materials and to help tell our story to both existing clients and prospects. Superior candidates will demonstrate a strong work ethic, be creative and proactive in problem solving, be adaptable and comfortable in high pressure situations.
The role will provide candidates with an opportunity to learn how to craft compelling messages and problem solve in a fast-paced environment. We are looking for individuals who are interested in markets and demonstrate intellectual curiosity regarding our investment offerings. Being proactive and anticipating the next steps are critical for success. The candidate will primarily work on the below with additional responsibilities developing based on the team’s needs and the candidate’s skillset.
Job Responsibilities
Core member of 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
Work closely with product structuring, legal, compliance, operations and finance teams to create a seamless client service experience
Help support business development efforts by working closely with team leaders to develop compelling marketing presentations for both external and internal audiences
Respond to ad hoc client queries and formal Requests for Proposal
Required Qualifications, Capabilities And Skills
Excellent interpersonal skills, ability to build strong relationships and a team player
Ability to grasp complex concepts and explain them to others
Self-starter, proactive mindset, ability to anticipate questions and client needs
Demonstrated interest in markets and private credit investments
Well organized work style with intense focus on details
Superior Excel and PowerPoint skills, python/coding experience a plus
Excellent written and verbal communication skills
A good understanding of investment risk and return statistics
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 Mid-Senior level
Employment type Full-time
Job function Finance and Sales
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