Wealth Management, Alternative Investments - Singapore - JPMorgan Chase Bank, N.A.

JPMorgan Chase Bank, N.A.
JPMorgan Chase Bank, N.A.
Verified Company
Singapore

2 weeks ago

Wei Jie

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Wei Jie

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Description
J.P.

Morgan Asset & Wealth Management, with client assets of over $2.5 trillion, is a global leader in investment and wealth management.

Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world.

The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds.

For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.

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.


About the Alternative Investments Group


The Alternative Investments Group (AIG) is responsible for the selection and monitoring of alternative asset managers for Global Wealth Management clients.

This will include 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 $140 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.


Responsibilities:

This role works within a global team and focuses on the Asia Pacific Alternative Investments business:

  • 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
  • Liaise directly with third party funds to provide detailed information to PB clients
  • Attend manager meetings, actively participate in the dialogue with managers, and taking detailed notes
  • Formulate 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
  • Opportunity to participate in projects and other miscellaneous analysis

Required Qualifications, Capabilities, and Skills:


  • Bachelor's degree in any discipline
  • Minimum 1 year of experience as an Alternative Investments Analyst in Private Bank is preferred
  • Alongside fluent English, proficiency in Mandarin is essential as there will be interaction with Chinese speaking clients and stakeholders
  • Experienced and skilled at using Excel and PowerPoint to conduct data analysis
  • Genuine interest in the financial markets
  • Strong understanding of Private Banking investments platforms and private clients' needs
  • Strong analytical and problem solving skills; high attention to detail
  • Strong communication and writing skills
  • Ability to thrive in a fastpaced and collaborative environment
J.P.

Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors.

Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.


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.

In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical d

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