Within the J.P. Morgan Wealth Management, the Alternative Investments Group (“Alts”) is a global team of experienced professionals based in New York, Hong Kong, London and Geneva whose goal is to identify and bring to J.P. Morgan’s Wealth Management clients a diverse array of attractive alternative investment opportunities.  The team looks broadly across private equity, real estate and hedge funds, and since inception in 1992, has brought over 150 investment opportunities to J.P. Morgan’s Wealth Management clients, endowments and foundations.  With over $100 billion of client capital invested across hedge funds, private equity and real estate opportunities, the team brings a unique perspective to sourcing and offering alternative investment opportunities.  The Alts team uses a "best-of-breed" approach to source opportunities across its broad platform. A disciplined selection process enables the group to offer wealth management clients top quality investment opportunities from both within the firm and from outside of the firm through third-party managers.  Close attention is paid to tax issues relevant to both U.S. and non-U.S. investors, and where possible the team seeks to leverage J.P. Morgan's expertise in generational planning in an effort to create tax-efficient investment vehicles for wealth management clients globally.

The Analyst assumes a pivotal role on the Structuring deal team, supporting the VP deal captain and Associate in transaction management and overseeing designated projects.  Responsible for underwriting and evaluating key fund terms; fund domiciles; corporate structures; and tax considerations. The Analyst has regular interaction with senior executives within the J.P. Morgan Private Bank as well as with fund management teams/principals and external service providers.

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Job Responsibilities

• Responsible for mid-stream transaction execution from late due diligence to fund launch.
• Develop marketing materials including flipbook presentations, executive summaries that present a clear, concise message that highlights key marketing points and investment considerations.
• Utilize appropriate firm and industry resources to complete analysis of investment strategy, competitor funds, etc. as required.
• Work with Global Structuring Team and internal/external legal counsel to analyze and comment on offering materials including the private placement memorandum, subscription documents and partnership agreements.
• Responsible for sign-off on subscription documents and working with Legal to train marketing force regarding execution of documents.
• Review, identify and communicate to operations group any non-standard structural issues prior to launch of investment.
• Educate and advise Alternative Specialists Team on each transaction to ensure that they are equipped to support regional teams and assist them in answering questions regarding investment opportunity.
• Coordinate production of offering documents.
• Liaise with Compliance and Risk Management to document marketing guidelines for all regions.
• Monitor and report on fundraising process to senior management.

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Required Qualifications, Skills and Capabilities

• Bachelor’s Degree
• Excellent written and oral communication skills
• Excellent relationship management and interpersonal skills
• Demonstrated ability to analyze and solve problems and to manage multiple tasks at once
• Flexible team player with ability to work independently
• Strong interest in alternative investments preferred
• Verbal presentation skills
• Series 7, 63

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