Investment Specialist and Investor Relations Associate - Alternative Investments

Asset Management – Global Transportation Group – Investment Specialist & Investor Relations - Associate

You are a strategic thinker passionate about driving solutions in Alternative Investments Client Services. You have found the right team.

As an Alternative Investments Client Services Professional / Lead within our Global Transportation Group, you will be responsible for setting and improving our organizational objectives, and ensuring their consistent accomplishment. You will manage and update marketing materials, RFPs, and client reports to support client growth and service for global alternative investment strategies. You will collaborate with internal teams and clients, ensuring timely, accurate, and high-quality delivery of all materials and responses.

Job Responsibilities :

• Prepare and update marketing collateral, including strategy pitch books and product profiles.
• Lead the development and completion of RFPs, RFIs, DDQs, and client questionnaires.
• Collaborate with internal RFP and investment teams to ensure high-quality submissions.
• Complete updates to consultant databases in coordination with dedicated teams.
• Work with internal groups, consultants, and clients to address questions and deliver timely responses.
• Update and maintain internal databases, client cash flows, and fund AUM records monthly and quarterly.
• Assist with fund-level reporting, including client statements, snapshots, and webcast materials.
• Review data and reports, identifying and resolving gaps or issues independently.
• Identify and implement efficiency initiatives to improve team productivity.
• Participate in weekly meetings, information shares, and fund webcasts.
• Ensure timely, accurate, and high-quality delivery of all client and consultant materials.

Required qualifications, capabilities and skills :

• Possess at least 4 years’ experience in financial product analysis, marketing, or client services in Real Assets or Alternatives.
• Hold an MBA in Finance and/or CFA certification, with foundational accounting knowledge.
• Demonstrate excellent written and verbal communication skills.
• Exhibit strong analytical and organizational abilities.
• Maintain a meticulous approach to work, ensuring data accuracy.
• Show advanced proficiency in Excel and PowerPoint.
• Manage time effectively and handle multiple tasks simultaneously.
• Work comfortably in a fast-paced environment across multiple time zones.
• Be detail-oriented, organized, and proactive in identifying improvements.

Preferred qualifications, capabilities and skills:

• Experience with open-ended funds.
• Advanced Excel and PowerPoint skills.
• Strong time management and multitasking abilities.
• Experience in Real Assets or Alternatives.
• Excellent communication and organizational skills.
• Ability to work across global teams and time zones.
• Possess knowledge of the maritime or global transportation domain (a plus).

Shift Timing: EMEA (2.30pm to 11.30pm)

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 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.

Experience Level

Mid Level