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Within the J.P. Morgan Wealth Management, the Alternative Investments Group (“Alts”) is a global team of experienced professionals based in New York, Hong Kong, London and Geneva whose goal is to identify and bring to J.P. Morgan’s Wealth Management clients a diverse array of attractive alternative investment opportunities. The team looks broadly across private equity, real estate and hedge funds, and since inception in 1992, has brought over 150 investment opportunities to J.P. Morgan’s Wealth Management clients, endowments and foundations. With over $100 billion of client capital invested across hedge funds, private equity and real estate opportunities, the team brings a unique perspective to sourcing and offering alternative investment opportunities. The Alts team uses a "best-of-breed" approach to source opportunities across its broad platform. A disciplined selection process enables the group to offer wealth management clients top quality investment opportunities from both within the firm and from outside of the firm through third-party managers. Close attention is paid to tax issues relevant to both U.S. and non-U.S. investors, and where possible the team seeks to leverage J.P. Morgan's expertise in generational planning in an effort to create tax-efficient investment vehicles for wealth management clients globally.
The Analyst assumes a pivotal role on the Structuring deal team, supporting the VP deal captain and Associate in transaction management and overseeing designated projects. Responsible for underwriting and evaluating key fund terms; fund domiciles; corporate structures; and tax considerations. The Analyst has regular interaction with senior executives within the J.P. Morgan Private Bank as well as with fund management teams/principals and external service providers.
Job Responsibilities
Required Qualifications, Skills and Capabilities
J.P. Morgan Wealth Management Solutions comprises a workforce of more than 1300 professionals spanning across 20 cities globally. Within WM Solutions, diversity is not only a fundamental necessity, but a business imperative and we are committed to building an equitable workforce that represents the communities we serve. We understand the importance of inclusion, work-life balance, and our robust benefits (including comprehensive parental leave offerings, inclusive family building programs, and discounted childcare) reflect the wide-ranging needs of our increasingly diverse workforce. WM Solutions also fosters a culture of active engagement in our Business Resource Groups (BRGs), which serve as supportive networks for employees to share, develop and create community together.
Full Time
$71k-105k (estimate)
04/09/2024
06/08/2024