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Asset Management - Alternative Investments Client Account Manager – Associate

JPMorgan Chase & Co.

Responsibilities
Education
Benefits
Qualifications

This position is a key resource to the Global Alternatives client service teams and engage in a broad array of business activities.

As an Institutional Client Account Manager, you will be responsible for delivering exceptional client experience to Institutional clients investing in Alternative strategies of J.P. Morgan Asset Management in partnership with colleagues in Institutional Sales and Investment Specialists to form a dedicated service team for each assigned client. You will work with the Head of Institutional Client Account Management for Alternatives Investments on various projects and have the opportunity to partner with internal stakeholders at varying levels of the organization. 

Job Responsibilities

  • Coordinate onboarding and servicing with clients and 3rd parties, fielding inquiries, researching requests, and coordinating appropriate responses.
  • Understand client relationship with JPMorgan including global relationships and client’s relationships with other asset managers and consultants.
  • Identify client experience improvements and efficiencies and driving the plan to implement changes.
  • Participate in client meetings and events as appropriate (including due diligence meetings)
  • Plan and organize internal business meetings and manage follow-up/action items.
  • Support the creation and management of team policies and procedures as well as templates and outline data requirements for MIS/KPI reporting.
  • Be the key contact for clients, key stakeholders, and the business for all service-related client matters
  • Provide support/partner with the sales teams.
  • Develop strong relationships with local offices, Client Service teams globally in US, EMEA and APAC
  • Co-ordinate KYC in partnership with Client Advisors.

Required qualifications, capabilities, and skills

  • Previous experience at an asset management firm; background in client service and/or institutional client base 
  • Good understanding of the asset management structure and key stakeholders
  • Ability to develop strong client and internal relationships and an in-depth understanding of client servicing needs
  • Strong judgement and decision-making skills with a risk mind set
  • Business acumen for financial concepts, ability to speak intelligently and confidently while using applied financial reasoning
  • Ability to work independently and manage multiple projects across business areas to achieve results
  • Highly attentive, ability to focus, excellent follow-through, flexibility and stellar grammar and English skills; Fluency in verbal and written English
  • Strong critical thinking skills – i.e. ability to analyze, synthesize and interpret data, etc. 
  • Proactive and flexible with ability to adapt to change
  • Demonstrate influencing skills
  • SFC License is required

Preferred qualifications, capabilities, and skills

  • Strong interpersonal and communication (written and oral) skills
  • Self-starter who is adaptive, fast-learning, responsive, extremely well-organized, detail-oriented and committed to accuracy
  • Bachelor’s degree (or equivalent) – preference given to business-focused disciplines
  • Background in client service or in a client facing role especially in areas related to Alternative investments
  • Fluency in another Asia language will be a plus

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.

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.

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Confirmed 3 hours ago. Posted 27 days ago.

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