- Job Summary
The Institutional Hedge Fund Solutions Team is responsible for the portfolio management, new business development, and the servicing of JPMAAM’s ultra-high net worth and institutional client base. As an Associate, you will provide an integral support role for the senior members of the team. You will work closely with senior portfolio managers to perform detailed analysis, help implement investment decisions, and provide operational support through the lifecycle of a trade. This role will also provide you with an opportunity to support sales efforts in a fast-paced environment. You should have a passion for markets and demonstrate intellectual curiosity regarding our hedge fund solutions. You will primarily work on the below with additional responsibilities developing based on the team’s needs and your skillset.
Job Responsibilities - Serve as the main point-of-contact for client advisors and other internal partners
- Help facilitate new client onboarding including the preparation of client documentation, ownership of account setup, and related processes
- Full ownership of the trade execution process including trade booking, cash management, guideline management, and trade documentation
- Create marketing materials to highlight the value drivers and key attributes for each of the team’s investment strategies
- Create detailed analysis to support investment recommendations, address client questions, and explain the performance of our solutions
- Collaborate with various teams to support data enrichment and automation efforts to enhance portfolio management, trade implementation, and sales processes
- Support senior team members with ad-hoc operational tasks and client deliverables
- Assist in the preparation for portfolio reviews with existing clients including creation of materials
- Work closely with legal, risk management, and compliance to ensure our solutions and processes adhere and adapt to changes in industry regulation
Required qualifications, capabilities and skills - 2+ years’ relevant experience
- Bachelor’s degree in Finance, Economics, Statistics or other related field
- Intense attention to detail
- Outstanding work ethic and commitment to success
- Demonstrated interest in markets and hedge fund investments
- Proactive mindset and ability to anticipate questions and team needs
- Superior Excel and PowerPoint skills
- Strong written and verbal communication skills
- Well organized work style
- Comfortable understanding of investment risk and return statistics
- Series 7, 63, SIE
Preferred qualifications, capabilities and skills - Progress toward CAIA and/or CFA a plus
- Python experience a plus
- Experience automating manual processes and creating AI based solutions also helpful
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
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.
Skills Required
- 2+ years of relevant experience
- Bachelor's degree in Finance, Economics, Statistics, or a related field
- Intense attention to detail
- Outstanding work ethic and commitment to success
- Demonstrated interest in markets and hedge fund investments
- Proactive mindset and ability to anticipate questions and team needs
- Superior Excel and PowerPoint skills
- Strong written and verbal communication skills
- Well-organized work style
- Ability to understand investment risk and return statistics
- Series 7, Series 63, and SIE licenses
- Progress toward CAIA and/or CFA
- Python experience
- Experience automating manual processes and creating AI-based solutions
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 — Medical, dental, vision, and mental-health coverage are broad, with wellness incentives, on-site or virtual care, and an EAP offering coaching and counseling. Plan materials emphasize accessible options, including multiple medical choices and tools to manage costs.
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Parental & Family Support — Paid parental leave extends up to 16 weeks for all parents, supplemented by paid Critical Caregiver Leave. Family resources include backup childcare via Bright Horizons, lactation support and milk-shipping, family-building assistance, and even a free five-month SNOO rental for newborns.
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Retirement Support — Retirement programs include a 401(k) with an annual company match and automatic pay credits for most employees, with a legacy pension available to earlier hires. An Employee Stock Purchase Plan at a 5% discount further supports long-term savings.
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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.
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