Alternatives Analyst - Structuring
JPMorganChase
You are a strategic thinker passionate about driving solutions in Alternative Investments. You have found the right team.
As an Alternative Investments Structuring Professional within our Alternatives team, you will be responsible for defining, refining, and achieving set goals for our firm. You will execute mid-stream transactions from late due diligence through to fund launch, and develop marketing materials such as presentations and executive summaries. Your role involves analyzing investment strategies and competitor funds using both firm and industry resources. You will collaborate with the Global Structuring Team and legal counsel to review offering materials, and review and sign off on subscription documents while training marketing teams on execution. Identifying and communicating non-standard structural issues to the operations group before launch is crucial. You will educate and advise the Alternative Specialists Team on transaction details and coordinate the production of offering documents. Liaising with Compliance and Risk Management to document regional marketing guidelines is part of your responsibilities. Additionally, you will monitor and report fundraising progress to senior management and support cross-functional teams to ensure seamless deal execution.
Job Responsibilities:
- Execute mid-stream transactions from late due diligence through fund launch.
- Develop marketing materials, including presentations and executive summaries.
- Analyze investment strategies and competitor funds using firm and industry resources.
- Collaborate with the Global Structuring Team and legal counsel to review offering materials.
- Review and sign off on subscription documents and train marketing teams on execution.
- Identify and communicate non-standard structural issues to the operations group before launch.
- Educate and advise the Alternative Specialists Team on transaction details.
- Coordinate the production of offering documents.
- Liaise with Compliance and Risk Management to document regional marketing guidelines.
- Monitor and report fundraising progress to senior management.
- Support cross-functional teams to ensure seamless deal execution.
Required qualifications, capabilities and skills:
- Hold a bachelor’s degree with at least 2 years of experience
- Exhibit strong relationship management and interpersonal abilities.
- Analyze and solve problems while managing multiple tasks.
- Work flexibly both independently and as a team player.
- Show a strong interest in alternative investments.
- Present information effectively in verbal formats.
Preferred qualifications, capabilities and skills :
- Demonstrate project management and follow-through skills.
- Handle highly confidential information with discretion.
- Organize and interpret large amounts of data comfortably.
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.
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.
Drive alternative investment success by executing deals, analyzing structures, and collaborating across global teams.