Wealth Management -Alternative Investment Specialist -Analyst (based in Hong Kong)
TwinThread
J.P. Morgan Wealth Management is a global wealth management leader that delivers the highest quality advice, service, capabilities and products to high net worth individuals and families around the world. We deliver highly customized and comprehensive solutions to help clients with the many complexities they face by leveraging the commercial and investment banking capabilities of the firm. The Alternative Investments Group (AIG) is responsible for the selection and monitoring of alternative asset managers for Global Wealth Management clients. As an Alternative Investments Specialist – Analyst in AIG, you will work within a global team, focusing on the Asia Pacific Alternative Investments business. You will be part of a team responsible for communications with asset managers, internal investment specialists, and clients considering the use of an alternative asset manager within an investment program. Managers include multiple asset classes across hedge funds, private equity funds, private credit funds, and real estate funds. With over $180 billion of client capital invested across alternatives, the team brings a unique perspective to sourcing and offering alternative investment opportunities. AIG consists of a collaborative cross‑functional team of professionals including Investment Specialists, Investor Relations, Due Diligence, Structuring and other functional support colleagues located in New York, Los Angeles, Nashville, London, Geneva, Hong Kong, Singapore, and Mumbai. Job responsibilities Support senior team members in daily interactions with the Private Bank’s Bankers & Investors (sales force) on all the third party and internally managed Hedge Funds, Private Equity and Real Estate funds on the global Private Bank platform Prioritize and respond to sales force and client inquiries via email and phone Liaise directly with third party funds to provide detailed information to PB clients Attend manager meetings, actively participating in the dialogue with managers, and taking detailed notes Create decks and resources with PowerPoint and Excel for internal and client use Perform analyses on hedge funds, private equity funds, and real estate funds in portfolio and cash flow contexts Coordinate with global alternatives team in the US and EMEA on structuring and due diligence of platform funds Provide insight and assistance to the broader team related to trends and investment opportunities in alternative assets Provide asset class experience and expertise in client and internal situations Monitor investment flows and team metrics Handle other miscellaneous ad‑hoc analyses & projects Required qualifications, capabilities, and skills Bachelor’s degree from an accredited, high‑quality institution is required Genuine interest in the financial markets Understanding of Private Banking investments platform and private client needs MS Excel and PowerPoint plus strong quantitative skills a must A demonstrated ability to write effectively Team player—ability to multitask and assist team in fast paced environment Excellent analytical and problem‑solving skills; high attention to detail Composure and poise in high pressure environments Preferred qualifications, capabilities, and skills Experience working with alternative investments Fluent in English, Mandarin and Cantonese 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. #J-18808-Ljbffr TwinThread
- ...throughout the sales cycle and ongoing client management: review and prepare pitch books,... ...Senior Banker to facilitate the sale of investments, banking, and trust services, including... ...estate products, and identification of wealth planning opportunities. Work closely with...SuggestedWork experience placement
- J.P. Morgan seeks an experienced wealth management professional to strengthen client relationships and deliver tailored investment solutions. Candidates should have a bachelor's degree and at least 7 years of relevant experience, demonstrating effective client acquisition...SuggestedWork at office
$125k - $175k
AAF Wealth Management is seeking a driven, relationship‑focused Wealth Advisor to join our team... .... Opportunity to grow your own client base while supporting an established practice... ...expertise in comprehensive financial planning (investments, retirement, estate concepts)....SuggestedRemote work$80k - $90k
Boston Harbor Wealth Advisors, LLC (BHWA) Westborough, MA Boston... ...independent financial services practice based in Westborough, MA. We provide comprehensive wealth management services that cover all... ...including financial planning, investment management, estate planning,...Suggested- TwinThread is seeking an experienced professional in wealth management to develop client relationships and provide customized investment solutions. With a focus on client acquisition and stakeholder engagement, the successful candidate will collaborate with internal teams...Suggested
- J.P. Morgan in Worcester, Massachusetts is seeking an experienced financial professional to manage client relationships in wealth management. The ideal candidate will possess a bachelor’s degree and have at least 7 years of relevant experience. The role involves preparing...
- ...International private bank (IPB) Market Supervisory Management team in Hong Kong, supporting Wealth Management activities through strong supervision and... ...clients and the business by providing oversight across investment activity, suitability, and key controls. As an...
$28 - $35 per hour
...business consulting, information technology advisory solutions, and wealth management services to nonprofit organizations, commercial companies,... ...been adjusted for geographic differentials that may apply based on the position’s location. At AAFCPAs, it is uncommon for an...Hourly payWork at officeRemote workFlexible hours$50 - $60 per hour
...PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: This is a full-time or part-time REMOTE position You’ll be...Hourly payContract workWork experience placementRemote workFlexible hours$110k - $125k
...Chapel Hill, NC. We provide personalized wealth management for executives and retirees, with a... ...competitive benefits package and performance-based growth opportunities. Attributes we... ...financial plans. Shadow advisors on investment recommendations, portfolio rebalancing,...Full timeWork at office2 days per week$200k
...Financial Advisor in Westborough, MA, offering a hybrid work environment. Ideal candidates will have a minimum of 5 years in wealth management, strong communication skills, and a proven track record in client relationship management. The role involves supporting clients...- A financial advisory firm in Westborough is seeking a Wealth Advisor to develop client relationships and deliver holistic financial planning... ...have a CFP® designation and 5-7 years of experience in wealth management, alongside strong communication and emotional intelligence...Remote job
- ...offers a pathway for career advancement within a supportive environment. The ideal candidate will have a minimum of 5 years in wealth management, strong skills in communication and networking, and a Bachelor’s degree. The position has a competitive salary range and...
$80.08k - $170.03k
VP, Portfolio Manager - Mid Mkt job at Berkshire Bank, Worcester, MA... ...the pay range will be decided based on factors including, but not... ...Credit, Documentation & Loan Specialists, Risk Management, Cash Management, Private Banking, Wealth Management, Retail, Insurance...- ...supporting a Senior Banker with client priorities, managing relationships, and facilitating the sale of investment and banking services. The ideal candidate will... ...enhance client experiences and deliver exceptional wealth management solutions. #J-18808-Ljbffr TwinThread
$113.3k - $188.8k
## Business Banking Senior Relationship Manager - Worcester, MAApplyremote type: Hybrid Positionlocations... ...Service existing business banking client base.* Achieve established goals as outlined... ...’s traditional banking services with the wealth management and institutional capabilities...Local area- ...Private Bank, Trade Execution Specialist, Associate Central and Western, Hong Kong Island, Hong Kong Job Information... ...Business Unit: Asset & Wealth Management Posting Date: 09/30/2025, 08:1... ...trading but would like to widen investment knowledge. As an Associate, Trade...Full timeWork at office
$160k - $170k
...acquisitions and organic expansion. The business operates in a project‑based environment where performance is driven by job execution, margin discipline, revenue recognition, and working capital management. Job Description Leadership Oversee all construction accounting...Remote work1 day per week- ...providers with their patients’ needs in mind. We are looking for a Manager of Risk Managment to oversee Mass Advantages's full suite of... ...the CMO's office to embed documentation workflows into Epic-based clinical practice rather than layered on top of it. Partner with...Work at office
$140k - $180k
...experience in the construction industry. Responsibilities include managing daily accounting operations, overseeing financial reporting,... ...Compensation is competitive, ranging from $140,000 to $180,000 based on experience. This is a great opportunity for an experienced Controller...$120k - $200k
...recognized, award-winning independent wealth management firm committed to providing comprehensive... ...approach, covering everything from investment management to retirement, tax, insurance... ...believe in building lasting relationships based on trust, transparency, and results....Local area$100k - $125k
...time, hybrid We are an independent, fee-based investment advisory firm that specializes in... ...empowers clients to protect and grow their wealth in arapidly changing economic landscape... ...Financial Advisor to support our lead advisors,manage client relationships and provide...Full timeWork at office$120k - $200k
...recognized and award-winning independent wealth management firm is actively seeking an experienced... ...client service Thrive in a team-based environment and value long-term relationship... ...holistic guidance in areas including investments, retirement, estate, tax, and insurance...Local area- Company Overview Transcend Practice Management (TPM) is a growth partner dedicated to helping independent wealth firms overcome structural challenges and scale successfully... ...planning services, guiding clients in investment and retirement strategies, and offering expert...Full time
$80k - $90k
Boston Harbor Wealth Advisors, LLC (BHWA) is seeking a Paraplanner / Wealth Advisor... ...financial plans, analyzing investment portfolios, and participating in client... ...skills, and a strong interest in wealth management. The role offers a base salary between $80,000 and $90,000,...- A leading insurance provider is seeking an Actuarial Director or Manager to oversee a team focused on profitability analytics. This position offers the flexibility of remote work or based in Worcester, MA. A successful candidate will need a Bachelor’s degree, extensive...Remote job
$80k - $90k
Overview Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals... ...world specializing in goals-based wealth management,... ...to the appropriate internal specialists, and executing highly customized...Interim roleWork at officeLocal areaImmediate startShift workDay shift- ...role supports pricing strategy, portfolio management, planning, and product initiatives for a... ...and Reserving Influence strategic investments in data, analytics, and technology to improve... ...free of discrimination and harassment based on national origin, race, color, religion...Remote jobPermanent employmentFull timeTemporary workWork at officeWork from home
- ...Executive Director for its Taiwan team. Your role involves advising ultra-high-net-worth clients on wealth management, using your expertise in multi-asset investments. Responsibilities include leading client relationships, conducting investment reviews, and ensuring compliance...
- ...inside systems that demand constant self-management, the result is often shame and stigma... ...executive functioning, and we build community-based interventions informed by that research.... ...’s finances should have significant investment in its success proportional to their capacity...Flexible hours
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