Be part of a team that helps clients access alternative investment opportunities by keeping transactions organized, accurate, and moving forward with clarity. If you’re detail-oriented, service-focused, and excited to learn, you’ll partner closely with advisors, clients, and internal teams to deliver a smooth end-to-end experience.
As an Alternative Investment Specialist within J.P. Morgan Chase, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
Job responsibilities
- Manage Alternatives documents, including, submission, monitoring and working with clients to complete/correct
- Support Private Client Advisors and their clients by assisting with service requests and alternative investment transactions
- Help gather required documentation and coordinate with partners to ensure timely and accurate completion of transactions
- Respond to basic inquiries related to alternative investments, escalating complex issues to senior team members
- Learn and follow operational procedures, compliance requirements, and industry best practices to ensure activities are executed accurately and in accordance with firm policies
- Collaborate with Advisors, clients, and cross-functional teams to collect necessary information and facilitate approvals
- Track the progress of requests and provide status updates to Advisors and clients as needed
- Develop foundational knowledge of alternative investments, including hedge funds, private equity, private credit, private real estate, and infrastructure
- Participate in training sessions and team meetings to stay current on product offerings, operational changes, and regulatory updates
- Contribute to a culture of teamwork, collaboration, and continuous improvement within the operations support team
- Seek guidance and mentorship from senior team members to support professional development
Required qualifications, capabilities, and skills
- At least 1 year of Financial Services Experience
- Interest in alternative investments and willingness to learn
- Bachelor’s degree or equivalent experience
- A valid and active Series 7 license is required or must be obtained within 90 days of starting in the role as a condition of employment
- If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam
- A valid and active Series 66 (63/65) license is required or must be obtained within 90 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
- Willingness to adapt and learn new technology and regulatory policies.
- Experience in operations or client service is a plus.
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
About UsWe 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
Commercial Banking provides credit and financing, treasury and payment services, international banking and real estate services to clients—including corporations, municipalities, institutions, real estate investors and owners, and not-for-profit organizations.
Skills Required
- At least 1 year of financial services experience
- Interest in alternative investments and willingness to learn
- Bachelor's degree or equivalent experience
- Valid and active Series 7 license, or ability to obtain it within 90 days of starting
- Valid and active SIE exam if registered after October 1, 2018
- Valid and active Series 66, or Series 63/65, license, or ability to obtain it within 90 days of starting
- Willingness to adapt and learn new technology and regulatory policies
- Experience in operations or client service
JPMorganChase Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about JPMorganChase and has not been reviewed or approved by JPMorganChase.
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Healthcare Strength — Health coverage is considered comprehensive, including medical, dental, and vision, alongside wellness and mental health resources. Some locations add onsite health centers and related wellbeing support.
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Retirement Support — Retirement offerings include a 401(k)-type savings plan and related financial benefits, with options such as employee stock purchase participation. Financial planning resources are also highlighted to support long-term savings.
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Parental & Family Support — Paid parental leave of 16 weeks for birth or adoption is available for all parents. Child care and back-up child care resources further reinforce family support.
JPMorganChase Insights
What We Do
JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products. Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com. ©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.
Why Work With Us
Our technologists work on a diverse range of solutions that include strategic technology initiatives, big data, mobile, electronic payments, machine learning, cybersecurity, enterprise cloud development, and other state-of-the-art technologies.
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