J.P. Morgan Asset & Wealth Management, managing over $2 trillion in client assets, is a global leader in investment and wealth management. Serving institutions, high-net-worth team members, and retail investors worldwide, the division offers comprehensive investment management across all major asset classes. With nearly $70 billion in AUM, the Real Estate Americas platform stands out for its strategic relationships and market leadership, supported by a team of over 230 professionals. Our expertise covers core real estate to opportunistic strategies, across the capital stack, and includes diverse fund offerings for defined contribution plans. 

Job Summary:

As an Asset Management - Real Estate Investment Specialist West Coast - Executive Director within the Real Estate Americas team, you will play a lead role in prospecting for new clients, deepening existing client and consultant relationships, and creating and providing thought leadership. You will report to the Head of US Client Strategy for Core & Core Plus Funds.

Job Responsibilities: 

Growing and maintaining our Real Estate Americas book of business with our U.S. client base (including corporate pension funds, state and government sponsored investment funds, insurance companies, endowments and foundations, as well as other investors). Initiating relationships with new clients, expanding number of mandates with existing clients, garnering additional commitments for existing mandates as well as maintaining existing mandates.  Manage existing client relationships with the goal of creating strategic partnerships by deepening and expanding the assets we manage on their behalf. Establishing an annual strategic plan, maintaining regular contact with key client representatives, including field consultants, delivering very clear and concise account reviews, including thoughtful interpretations of near term economic and other relevant external events. Understanding client investment goals and objectives and providing thought leadership on solutions to meet their investment objectives.   Delivering the platform and firm resources to the client.   Keeping abreast of the competitor landscape and providing insights and driving messaging on how to position our strategies to best compete.Establish excellent collaborative working relationships with the Client and Consultant Advisor teams, investment teams, research, portfolio managers, investor relations, product development and other key stakeholders across the firm.   Pursue new business opportunities which fit with our business platform and model, identifying the investment organizations which are prospects for our products and services and establish relationships with senior investment professionals at these organizations 
 

Required Qualifications, Capabilities and skills:

Minimum 7+ years of experience successfully raising capital for real estate investment strategies or equivalent investment experienceNetwork of relationships with Western U.S. institutional real estate investorsAbility to deliver concise, persuasive, and technically sound new business presentations and investment reviews including market outlook, fund/portfolio and underlying investmentsExcellent written and oral communication skills and intellectual curiosity in the subject matterStrong relationship building skills applicable to existing clients, prospective clients and internal stakeholders across Real Estate Americas and the broader firmStrong understanding of regional economic forecasts and the ability to interpret them relative to the performance of all products being represented by this teamAbility to incorporate current economic forecast information from internal and external sources into asset class and fund positioning communications Working knowledge of portfolio construction and strategic asset allocation Strong work ethic, results oriented and willingness to travel Highest ethical values in professional and personal conductUndergraduate degree in business or related field 

 

Preferred Qualifications, Capabilities and skills:

Series 3, 7 and 63 certifications (or willingness to achieve)Higher level of education preferred, MBA/CFA

FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase’s review of criminal conviction history, including pretrial diversions or program entries.