Global Sales and Marketing - Capital Advisory - Associate

The Capital Advisory Group sits within Global Sales & Marketing and is comprised of Capital Introduction & Consulting. Capital Introduction acts as a key resource to introduce alternative investment managers, ranging from new launches to established funds, to qualified institutional investors, such as endowments, foundations, pension funds, insurance companies, sovereign wealth funds and various private wealth channels. Capital Introduction specifically advises hedge fund managers on capital formation strategy and institutional investors on hedge fund manager selection. The Hedge Fund Consulting team acts as an outsourced management consultant to our hedge fund manager clients on a variety of matters including, but not limited to, building out operational and legal infrastructure. The Capital Advisory Group work closely with the Prime Finance & Alternatives Sales teams.

As an Associate within the Capital Advisory Group, you will be expected to have suitable experience within the financial services industry, specifically managing relationships with institutional-level clients that invest in alternative investments. 

Job Responsibilities: 

• Advise hedge fund managers on capital formation strategy and institutional investors on hedge fund manager selection
• Act as a key resource to introduce alternative investment managers to qualified institutional investors, such as endowments, foundations, pension funds, insurance companies, sovereign wealth funds and various private wealth channels
• Employ rigorous data analysis to draw key insights on industry trends that range from fees & terms structures to industry flows
• Generate thought leadership content pieces

Required Qualifications, Capabilities and Skills:

• 2+ years of relevant full-time work experience 
• SIE Exam and Series 7 must be acquired 
• Fundamental understanding of alternative investments, specifically regarding portfolio construction strategy and due diligence processes for hedge fund manager selection
• Exceptional analytical, quantitative and communication skills, with a proven ability to synthesize complex subject matter effectively 
• Strong knowledge of Microsoft Excel and PowerPoint

Preferred Qualification, Capabilities, and Skills:

• Investment banking, sales & trading, secondary advisory, investing or hedge fund marketing background is strongly preferred
• CAIA designation is a plus

JPMorgan Chase & Co., 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. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and 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 is an Equal Opportunity Employer, including Disability/Veterans