JPMorganChase
Asset Management, Global Transport Group - Client Strategy - Vice President
Job Description
You will be responsible for supporting the client relations, strategy and portfolio management efforts of our Global Transportation investment platform. Furthermore, support the business' investment strategies and work closely with the investment specialist and portfolio management teams, all relating to the management and marketing of all our fund related activities.
J.P. Morgan Asset Management is the world's third-largest alternatives manager, with a 40-year history of delivering innovative alternative solutions across market cycles. Our alternative investment engines are managed by highly specialized independent teams, backed by the global reach, vast resources and robust governance of J.P. Morgan Asset Management. Our alternative strategies are designed to achieve specific client outcomes and built to deliver uncorrelated returns to traditional asset classes. Customized alternative portfolios can be tailored to individual client needs. We offer strategies across the alternative investment spectrum, including real estate, private equity and credit, infrastructure, transportation, liquid alternatives and hedge funds.
Role Summary:
You will be responsible for supporting the client relations, strategy and portfolio management efforts of our Global Transportation investment platform. Furthermore, support the business' investment strategies and work closely with the investment specialist and portfolio management teams, all relating to the management and marketing of all our fund related activities.
Job Responsibilities:
- Analyse client and market data to identify appropriate marketing strategy and execution plan.
- Maintain strong knowledge of industry and asset class trends and gather market intelligence to inform fundraising initiatives.
- Create and keep current all marketing collateral including marketing pitch book, product profiles and teasers, ad hoc materials, etc.
- Support written and verbal fund and market updates to prospects and clients; Direct client and interpersonal skills required.
- Extensive marketing support, including data room analysis, fund investor portal upkeep, compliance and internal systems reviews.
- Ability to synthesize and leverage large data sets in Excel to create custom and ad hoc analyses.
- Lead the development and liaise with internal RFP team and investment team in the production and completion of requests for proposal (RFPs), requests for information (RFIs), due diligence questionnaires (DDQ), quarterly/monthly client/consultant questionnaires and ad hoc requests.
Required qualifications, capabilities and skills:
- Undergraduate/graduate degree in business, marketing or related business field.
- Experience with financial product analysis, marketing or client services.
- Foundational understanding of finance, including the ability to analyze financial statements, conduct industry and market research, and comprehend financial markets and investment industry trends.
- Excellent written and verbal communication skills.
- Advanced working knowledge of Word, Excel and PowerPoint.
- Attention to detail as well as an interest in transportation investments (maritime, energy logistics, aviation, railcar, container leasing, vehicle fleets, etc.)
Preferred qualifications, capabilities and skills:
- The ability to work both independently and collaboratively in a small team but larger office environment.
- A sense of humility, intellectual curiosity, and a motivation to continually strive for professional improvement.
- Previous experience working with open-end funds is a plus.
About Us
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. 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.
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.