Job Summary
As an Investment Specialist Associate in the J.P. Morgan Alternative Asset Management team within Global Alternatives Investment Solutions based in New York, you will serve as the main point-of-contact for our clients, prospects, and J.P. Morgan Asset Management’s Client Advisors. The Investment Specialist team is responsible for new business development and the servicing of our primarily institutional client base. As an Associate, you are an integral support role in assisting on all fronts.  You will work closely with senior members of the team to be a critical support system in supporting our sales and client service efforts.  The role will provide you with an opportunity to drive sales efforts and problem solve in a fast-paced environment. You should have a passion for markets and demonstrate intellectual curiosity regarding our investment offerings. You will be proactive and anticipate the next steps for success. 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 our clients, prospects, and J.P. Morgan Asset Management’s Client Advisors

Create and implement a marketing and social media strategy in partnership with team leaders and J.P. Morgan Asset Management Marketing

Help support business development efforts by working closely with team leaders to develop compelling marketing materials and thought leadership pieces for external and internal audiences 

Drive coordination across the Hedge Fund Solutions Investment Specialist team globally

Produce and review regular reporting and commentary on client portfolios 

Collaborate with various teams to support data enrichment and automation efforts to enhance sales and marketing processes 

Support senior team members with ad-hoc tasks and client deliverables 

Assist in the preparation for portfolio reviews with existing clients including creation of materials 

Contribute to and own high-profile projects and business initiatives as needed

Respond to client queries and formal Requests for Proposal

Required qualifications, capabilities and skills 

3+ years’ relevant experience

Bachelors Degree in Finance, Economics or 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 

Preferred qualifications, capabilities and skills

Progress toward CAIA and/or CFA a plus  

Python experience a plus