JP Morgan Chase & Co.

Alternatives Fund Structuring, Associate

JP Morgan Chase & Co. • $90K — $130K *
New York, NY 10017In-Person
Finance & Insurance
Less than 5 years of experience
Today
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Job Overview by Ladders

Qualifications

  • Bachelor’s Degree
  • 2-3 years experience in project teams
  • Excellent written and oral communication skills
  • Strong relationship management and interpersonal skills
  • Ability to analyze and solve problems, managing multiple tasks
  • Flexible team player with independent work capability
  • Strong interest in alternative investments preferred

Responsibilities

  • Manage mid-stream transaction execution from due diligence to fund launch.
  • Analyze investment strategies, competitor funds, and market positioning.
  • Collaborate with legal and tax teams on offering materials analysis.
  • Create marketing materials that effectively communicate key investment points.
  • Approve subscription documents and facilitate training for marketing teams.
  • Identify and communicate any structural and operational issues pre-launch.
  • Educate AIG Investment Specialist Team about transactions for client engagement.
  • Coordinate relationships with fund managers, marketers, and service partners.
  • Assist in monitoring investments post-placement through quarterly updates.
  • Organize transaction timelines and ensure successful closings under deadlines.
  • Address ad hoc issues such as amendments and regulatory concerns.
  • Report on the fundraising process to senior management.
  • Mentor and guide junior Analyst colleagues.

Benefits

  • Exposure to senior executives and wealth management clients
  • Collaboration with a diverse team of experts
  • Opportunities for professional growth and mentorship
  • Engagement with a dynamic and strategic investment environment
  • Involvement in high-impact transactions within alternative investments
Full Job Description
JOB DESCRIPTION

 

Position Summary

 

The Alternatives Fund Structuring Associate assumes a pivotal role on the deal team, supporting the senior deal captain in transaction management and overseeing designated projects. The Associate has regular interaction with senior executives within J.P. Morgan Private Bank as well as with fund management teams/principals and external service providers.  The Associate will also have exposure to private bank and wealth management clients.

 

Responsibilities

  • Responsible for mid-stream transaction execution from late due diligence to fund launch.

  • Utilize appropriate firm and industry resources to complete analysis of investment strategy, competitor funds and market positioning, as required.

  • Work with the Solutions Product Development Team, internal/external legal counsel and tax colleagues to analyze and comment on offering materials, including the private placement memorandum, subscription documents and partnership agreements.

  • Develop marketing materials including a flipbook presentation, executive summary and cover letters that present a clear, concise message that highlights the key marketing points and investment considerations to wealth management clients.

  • Responsible for sign-off on subscription documents and working with internal/external legal counterparts to train marketing force regarding execution of documents.

  • Review, identify and communicate any non-standard structural and operational issues to global middle office teams prior to launch of investment.

  • Educate and advise AIG Investment Specialist Team on each transaction to ensure that they are equipped to answer questions from regional teams regarding the investment opportunity.

  • Coordinate ongoing relationship management with fund management teams, private bank marketers and internal and external service partners (e.g., middle office, fund administration and external counsel).

  • Assist AIG due diligence team in monitoring investments post-placement including participating in quarterly update calls/meetings with issuers as required.

  • Participate in strategic decisions related to AIG deal pipeline and organize offering calendar and all aspects of a transaction including: overseeing production and distribution of all offering/closing documents, legal documentation sign-off, and ensuring successful final closing, including funding, often under strict deadlines.

  • Actively assist in addressing ad hoc issues (e.g. limited partner amendments, defaults, performance 
    and regulatory issues).

  • Monitor and report on fundraising process to senior management.

  • Informally supervise and provide guidance to junior Analyst colleagues. 

 

Qualifications

  • Bachelor’s Degree

  • 2-3 years experience working in project teams

  • 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

 

Compensation

 

Salary for this position is competitive.

About JP Morgan Chase & Co.

JP Morgan Chase & Co. stands at the forefront of the global financial services industry. They offer an expansive array of products and services to a diverse clientele, including individuals, corporations, governments, and institutions. Ever since the merger of J.P. Morgan & Co. and Chase Manhattan Corporation in 2000, this industry-leading entity has become renowned for its comprehensive portfolio encompassing consumer and community banking, corporate and investment banking, commercial banking, as well as asset and wealth management. Headquartered in the vibrant city of New York, JP Morgan Chase & Co. boasts a formidable presence across over 100 countries worldwide.

Unveiling Employment Opportunities at JP Morgan Chase & Co.

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JP Morgan Chase & Co. is continuously on the lookout for talented individuals eager to contribute to its legacy of excellence. The company's recruitment efforts are geared towards identifying candidates with the right blend of skills and qualifications to drive forward its various business segments. Whether you are a seasoned professional or a recent graduate, JP Morgan Chase offers a plethora of job openings across multiple disciplines.

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For job seekers aiming to tap into the opportunities at JP Morgan Chase, staying updated through job portals and subscribing to job alerts is crucial. These tools can provide timely information about job openings, job fairs, and recruitment events, enabling candidates to apply promptly and prepare adequately for interviews.

Preparing Your Job Application

Your job application, comprising your resume and cover letter, is your ticket to securing an interview at JP Morgan Chase. Highlight your qualifications, skills, and experiences that align with the job listing, ensuring you stand out in the competitive job market.

Acing the Interview

Preparation is key to succeeding in your interview with JP Morgan Chase. Familiarize yourself with the company's business segments, values, and recent achievements. Demonstrating how your background and aspirations match the company's goals can significantly increase your chances of employment. A World of Job Opportunites in the Financial Services Industry JP Morgan Chase & Co. offers a world of job opportunities for those seeking to make their mark in the financial services industry. With competitive salaries, comprehensive benefits, and endless possibilities for growth, positions at JP Morgan Chase are highly coveted. By staying informed through job sites, tailoring your applications, and preparing thoroughly for interviews, you can enhance your prospects of joining the esteemed ranks of JP Morgan Chase employees. Explore the job board, seize the job opportunities, and embark on a rewarding career journey with one of the world's leading financial institutions.
Learn more about JP Morgan Chase & Co.
Size
661 employees
Market Cap
$384.5 billion
Industry
Finance & Insurance
Net Income
$29.1 billion
Founded
1823
5 Year Trend
+0.7%
Revenue
$261.5 million
NASDAQ
CCF
* Ladders Estimates

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