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Alternative Investments Group - Senior Fund Structurer

AT JPMorgan Chase
JPMorgan Chase

Alternative Investments Group - Senior Fund Structurer

New York, NY

Within J.P. Morgan's Asset and Wealth Management (AWM) division, the Alternative Investments Group consists of 100+ experienced professionals globally whose goal is to identify and provide clients with access to alternative investment opportunities. With over $150 billion of client capital invested across hedge funds, private equity, private credit, infrastructure and real estate opportunities, the team brings a unique perspective to sourcing and offering private funds and co-investment opportunities. As an Executive Director on the Fund Structuring team you will assume a critical role as a deal captain leading the product development, project management and fund onboarding efforts related to alternative investments. You will have regular interaction with senior management across AWM's alternative investments business, while working in close collaboration with fund managers and internal stakeholders to provide the firm's clients access to the alternative investment asset class.

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Job Responsibilities
  • Provide strategic product development solutions for the alternative private funds platform, including transaction management of new and existing hedge funds, private equity and real estate funds.
  • Conduct structuring due diligence to confirm structure-specific terms, underscore non-standard provisions, highlight disclosure concerns or identify distribution hurdles/ risks.
  • Work with internal and external legal and tax counsel to review all fund offering materials, including the private placement memorandum, subscription documents and partnership agreements.
  • Develop marketing materials including cover letters, flipbook presentation, and executive summary 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, as required.
  • Educate and advise product specialists and advisor teams, ensuring they can adequately address client questions regarding investment opportunity and structure.
  • Coordinate ongoing relationship management with fund managers, as well as internal and external service partners (e.g., middle office, legal, compliance, tax, fund accounting, administrators, etc.).
  • Participate in strategic decisions related to the alternatives pipeline and all aspects of a fund offering, including: overseeing production of marketing and closing documents, legal documentation, and ensuring successful fund closings.
  • Assist the due diligence and investor relations teams in monitoring funds post-placement, including participating in periodic update calls/meetings with managers and coordinating review of corporate actions.
  • Provide input and innovative ideas to contribute to the development and enhancement of the group's business strategy.
  • Ensure compliance with corporate policies, laws and regulations impacting the alternatives business.
  • Formally and informally supervise and mentor Analyst and Associate colleagues.
Required Qualifications, Capabilities and Skills:
  • Bachelor's degree
  • Strong interest and prior experience in alternative investments
  • Business and product understanding of alternative investments and private funds, including traditional HFs, PE and RE structures as well as BDCs, NTRs and registered funds
  • Minimum of 6 years experience managing detailed projects
  • Excellent written and oral communication skills
  • Excellent relationship management and people skills
  • Demonstrated ability to analyze and solve problems and to manage multiple tasks at once
  • Flexible collaborator with ability to work independently
Preferred Qualifications, Capabilities and Skills:
  • Master's degree preferred (e.g., JD, MBA), but not required


ABOUT US

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

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.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

ABOUT THE TEAM

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

Client-provided location(s): New York, NY, USA
Job ID: JPMorgan-210569697
Employment Type: Full Time