Wealth Management, Senior Alternatives Investment Specialist, Executive Director
JPMorgan Chase & Co.
Global Alternative Investment Solutions is responsible for the selection and monitoring of alternative asset managers for the Global Private Bank, and advising clients on allocations to alternative investments. This will include communications with asset managers, internal investment specialists, and clients considering the use of an alternative asset manager within an investment portfolio. Managers include multiple asset classes across hedge funds, private equity funds, private credit funds, and real asset funds. With over $200 billion of client capital invested across alternatives, the team brings a unique perspective to sourcing and advising on alternative investment opportunities. The team 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. Responsibilities will include: Working closely with Investment Advisors and Bankers in the U.S., as well as with clients, on new product launches and ongoing alternative investment opportunities. Representing and articulating the views of the Global Alternative Investment Solutions teams at key internal and external meetings. Analyzing client multi‑asset class investment portfolios and providing alternative investment product and implementation advice in conjunction with Advisors. Articulating the manager selection process and how the alternative platform offering fits the Global Private Bank strategy within a market context. Actively participating in Global Alternative Investment Solutions meetings, demonstrating leadership. Focusing on teamwork, with particular emphasis on fostering and mentoring junior talent within the group. Key attributes will include: Specific knowledge of, and hands‑on product experience in, alternative investments, including hedge funds, private equity, private credit and real estate. Proven experience in investment management sales; experience within a capital markets environment preferred. The ability to convey knowledge and credibility in front of managers, clients and investors. 8+ years of experience in investment sales, alternative investment due diligence, alternative product investor relations, alternatives product specialist functions, etc. Experience in both private investments and hedge funds preferred. Strong teamwork and interpersonal skills. Strong oral and written communication skills. FINRA General Securities Representative Exam (i.e. Series 7) and Uniform Securities Agent State Law Examination (i.e. Series 63) required (may take these exams after commencement of employment). #J-18808-Ljbffr JPMorgan Chase & Co.
- ...Global Alternative Investment Solutions J.P. Morgan Asset & Wealth Management, with client assets of $2.4 trillion, is a global leader in investment and wealth management... ...investor relations, alternatives product specialist functions, etc. Experience in both private...Senior
- ...Development Business Unit Asset & Wealth Management Locations 270 Park Ave,... ..., is a global leader in investment and wealth management. Its... ...equities, fixed income, alternatives, multi-asset and money... ...managers, internal investment specialists, and clients considering the...SeniorFull time
- ...Markets in Asset Management. With over $67 billion... ...real estate investments on behalf of our clients... ...Summary As the Executive Director, Investment Specialist on the Real Estate... ...the Private Wealth channel. Within this... ...The Private Wealth Alternatives market in the U.S....Suggested
- Wealth Management, Alternatives Investment Specialist, US Wealth Management New York, NY, United States Job Identification 210747189 Job Category Product Development Business Unit Asset & Wealth Management Posting Date 05/12/2026, 01:35 PM Locations 270 Park Ave, New...SuggestedFull time
- JPMorgan Chase & Co. is seeking a Wealth Management, Alternatives Investment Specialist in New York. The role focuses on alternative asset manager selections and advising clients on investment allocations. Responsibilities include collaborating with investment leads, analyzing...Senior
- As an Investment Specialist you are responsible for helping the Banker... ..., Trust Officers and Wealth Advisors; focus on qualified... ...of wealth management including, but not limited... ...funds, private equity and alternative investments Able to execute trades smoothly and seamlessly...
- Overview Private Wealth Alternatives in the U.S. is a rapidly... ...J.P. Morgan Asset Management (JPMAM). As a... ...Job Summary As an Executive Director on the Private Credit Solutions Group Investment Specialist Team in New York, you... ...work closely with senior members of the team...
- ...Alternatives Capital Formation, Analyst (Co-Investment Team) Location: 200 West Street,... ...Goldman Sachs Asset Management is one of the... ...plans, sovereign wealth funds, insurance companies... ...cycle of the deal execution process – getting... ...levels for senior AWM and firm leadership...
- ...International Equity Investment Specialist The International equity investment specialist role... .... You will collaborate with portfolio managers, client advisors, and many internal teams... ...About the Team J.P. Morgan Asset & Wealth Management delivers industry-leading...
- JPMorgan Chase & Co. is looking for a professional to join their Global Alternative Investment Solutions team in New York. The role involves collaborating with Investment Advisors and analyzing client portfolios, focusing on alternative investment opportunities. Candidates...Senior
- ...Compliance Executive Director For Registered Alternative Investments Funds Bring your expertise to JPMorganChase (the firm). As part of Risk Management and Compliance, you are at the center of keeping... ...in writing and verbally to senior audiences. ~ Strong working...
- ...Morgan Institutional Investment Solutions Institutional... ...within J.P. Morgan Wealth Management Solutions, managing... ...teams. Our senior investment team averages... ...wealth management. Execution, Oversight and Client... ...a strong emphasis on alternative investments and tax-aware...SeniorWork at officeFlexible hours
- ...Morgan Institutional Investment Solutions (IIS) is a... ...professionals within J.P. Morgan Wealth Management Solutions, managing... ...teams. Our senior investment team averages... ...wealth management. Execution, Oversight and Client... ...a strong emphasis on alternative investments and tax-...SeniorWork at officeFlexible hours
$250k - $300k
...to represent Apollo’s real-estate solutions for their Global Wealth Management Solutions platform, focusing on strategic AUM growth. The... ...have over 9 years of experience in private real estate and alternative asset management. Compensation ranges from $250,000 to $300,...Senior$105k - $175k
Macquarie Global Services is seeking a Manager for Alternatives Wealth Fund Management in New York. In this role, you will oversee financial operations, manage fund reporting, and coordinate audit processes. The position emphasizes a balance of in-office and hybrid work...SeniorWork at office3 days per week- A global financial institution is looking for an experienced Investment Specialist in New York City. In this role, you will be responsible for assisting the Banker in acquiring new clients and enhancing existing relationships through expert investment advisement. The ideal...Senior
- ...across six business segments including Investment Banking, Commercial Banking, Treasury & Securities Services, Asset & Wealth Management, Retail Financial Services and Card Services... ...fixed income markets. Understanding of alternatives and private markets. Strong experience...Bank staff
- The International equity investment specialist role sits within the International Equity business. The International Equity Group oversees approximately... ...investment wrappers. You will collaborate with portfolio managers, client advisors, and many internal teams, including RFP,...
$150k - $300k
...Asset & Wealth Management A career with Goldman Sachs Asset... ...in exciting investment opportunities while collaborating... ...traditional and alternative investments, Goldman... ...support the sourcing, execution, and portfolio management... ...working closely with senior deal team members and...Full timeTemporary workPart time$124k - $335k
...Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel Requirements: Up to... ...Opportunity As an Asset & Wealth Management Regulated Investment Company (RIC) - Senior Manager, you will focus on providing advice and...SeniorFull timeH1b- Asset & Wealth Management, Alternatives, Structured Corporate Credit, Vice President - New York New York... ...assets under supervision. As the primary investment area within Goldman Sachs, we... ...Leading and managing end-to-end deal execution across the investment lifecycle, including...Full timeWork at officeFlexible hours
- ...in New York is seeking a Head of Private Wealth Alternatives to enhance client service for registered... .... This role involves building a team, managing client relationships, and driving service excellence in alternative investments. Ideal candidates will have over 8 years...
$141k - $197k
The VP of Alternatives Marketing, Global Wealth Alternatives is a senior individual contributor... ...Nuveen's alternative investment platform. Acting... ...teams and sales specialists to surface and... ...to develop and execute integrated... ...services or asset management experience. Experience...Work experience placementWork at officeFlexible hours$102k - $200k
...~ Amplify Global Head of Wealth's leadership capacity by translating... ...vision into disciplined execution, ensuring the right priorities... ...~ Act as a focal point for senior leader engagement across BNY... ...platforms, practices, and hubs. ~ Manage confidential and sensitive...SeniorTemporary workWork experience placement- ...KPMGs extensive network of specialists; enjoy access to our Ignition... ...is more important than investing in our culture because it is... ...KPMG is currently seeking a Manager/Senior Manager to join our Business... ...industry supporting alternative investments (investment partnership...SeniorLocal area
- ...Investment Specialist We are actively looking for exceptionally... ...Advisors, Trust Officers and Wealth Advisors Focus on... ...understanding of wealth management including, but not limited... ..., private equity and alternative investments Able to execute trades smoothly and seamlessly...
$125k - $290k
...Sachs Hedge Fund Senior Product Specialist Goldman Sachs Asset Management is one of the world... .... As the primary investment area within... ...plans, sovereign wealth funds, insurance... ...$300 billion of alternative investments, public... ...and the firm to execute go-to-market strategies...Full timeTemporary workPart time- ...financial services company in Brooklyn is seeking an experienced Alternative Investment Fund Controller to oversee accounting and reporting for alternative investment products. The ideal candidate will manage third-party fund administrators, ensure compliance, and...Senior
$125k - $290k
...Senior Alternative Sales Position A career with Goldman Sachs Asset & Wealth Management (GSAM) offers an opportunity to help... ...engage in significant investment opportunities,... ...with an alternatives specialist and internal... ...investment placements. Execute consistent follow-...Full timeTemporary workPart timeWorldwide- ...Senior Wealth Advisor Safe Act - Uptown Manhattan Discover... ...and captures wealth management in the workplace... ...comprehensive financial and investment advice to our... ...deliver traditional and alternative investments, managed... ...Planners, Insurance Specialists, Portfolio Consultants...SeniorWork at office
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