Talent.com
Asset Management - Transportation Investment Specialist - Executive Director
Asset Management - Transportation Investment Specialist - Executive DirectorJPMorgan Chase Bank, N.A. • New York, NY, United States
No longer accepting applications
Asset Management - Transportation Investment Specialist - Executive Director

Asset Management - Transportation Investment Specialist - Executive Director

JPMorgan Chase Bank, N.A. • New York, NY, United States
4 days ago
Job type
  • Full-time
Job description

Come and join our Alternatives Global Transportation team as an Investment Specialist. Our alternative strategies are designed to achieve specific client outcomes and built to deliver uncorrelated returns to traditional asset classes. Customized alternative portfolios can be tailored to individual client needs. We offer strategies across the alternative investment spectrum, including real estate, private equity and credit, infrastructure, transportation, liquid alternatives and hedge funds.

Job summary

As an Investment Specialist in Global Transportation, you will actively engage in maintaining and developing relationships between the investment team, the Client and Consulting Advisor teams. You will represent Global Transportation on business related matters, including, but not limited to marketing, product development and sales / retention strategy. Most importantly, we believe in doing 'first class business in a first-class way'. Therefore, you should share our passion for creating an exceptional client experience and managing our business in an ethical and compliant way.

Job Responsibilities

The Investment Specialist's role is to know the portfolios they represent as if they were the Portfolio Manager ("PM"). The Investment Specialist should be fully integrated with the investment team to ensure that as much of the PM's time as possible is devoted to investing.

  • Work in close partnership with PM(s), including on business strategy, product strategy and distribution strategy.
  • Accountable for client and RFP materials as well as internal marketing tools, and to promote the strategies they represent internally and externally. Engaging with the sales teams across distribution channels is essential to jointly develop distribution strategy, targets and tactical plans.
  • Partner with the Client Advisors ("CAs") and, where appropriate, the consultant sales team, to pitch for new business and will be the voice of the strategies in conferences, road shows, seminars and training.
  • Implement guidelines and coordinating with other teams to ensure smooth on-boarding for new wins.
  • Conduct Quarterly / Annual account reviews and is responsible for ensuring that the client has the information they need to be fully informed.
  • Work closely with our client advisors across channels to represent Global Transportation strategies and develop business globally.
  • Credible with both the PMs and clients - The IS team is the primary point of contact with the client on investment matters, i.e., portfolio results and positioning. As such, the IS must have complete credibility with both the PM and the client.

Required qualifications, capabilities and skills

  • Demonstrated track record in developing business across a range of investor segments, including institutional and sovereign.
  • Developed interpersonal, presentation skills and ability to deal with clients and colleagues at all levels.
  • Excellent communication (written and verbal), analytical, financial, time management and organizational skills, attention to detail as well as interest in transportation assets (maritime, energy logistics, aviation, railcar, container leasing, vehicle fleets, etc.) will be hugely beneficial.
  • Degree in Finance, Economics, or related subjects.
  • 50-75% travel required
  • Preferred qualifications, capabilities and skills

  • Comfortable working in a fast-paced environment across multiple time zones
  • Strong multi-tasking, time management and problem-solving skills.
  • Previous experience working with transportation / open-end funds will be beneficial
  • Series 7 and 63 licenses helpful, but not required.
  • Knowledge of or experience in Transportation sector is preferred.
  • Ex-veterans with Naval experience are welcome to apply.
  • A CFA or Master's Degree in Business Administration would be additive.
  • 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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and / or discretionary incentive compensation, paid in the form of cash and / or forfeitable equity, awarded in recognition of 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 & Co. is an Equal Opportunity Employer, including Disability / Veterans

    Base Pay / Salary

    New York,NY $200,000.00 - $350,000.00 / year

    Create a job alert for this search

    Asset Management Specialist • New York, NY, United States

    Related jobs
    Wealth - Investments Business Execution Lead - Director

    Wealth - Investments Business Execution Lead - Director

    Citigroup • New York, NY, US
    Full-time
    Wealth - Investments Business Execution Lead - Director.Working at Citi is far more than just a job.A career with us means joining a team of more than 230,000 dedicated people from around the globe...Show more
    Last updated: 30+ days ago • Promoted
    Asset & Wealth Management Tax Director

    Asset & Wealth Management Tax Director

    PricewaterhouseCoopers • New York, NY, United States
    Full-time
    A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to help our clients meet their tax obligations while managing the impact tax ha...Show more
    Last updated: 22 days ago • Promoted
    Managing Director – Real Estate (Asset Management Managed Services)

    Managing Director – Real Estate (Asset Management Managed Services)

    Baker Tilly International • City of Hudson, NY, United States
    Full-time
    Overview • •Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U. New York, London, San Francisco, ...Show more
    Last updated: 1 day ago • Promoted
    Asset Management Specialist

    Asset Management Specialist

    GRAND BK CORP • Carlstadt, NJ, United States
    Full-time
    Join our Team as an Asset Management Specialist!.Location : Carlstadt, NJ / Lyndhurst, NJ (based on business needs).Travel Requirement : Approximately 15%. At Grand BK, the procurement powerhouse behi...Show more
    Last updated: 7 hours ago • Promoted • New!
    Director, Mutual Fund and Alternative Investment Operations

    Director, Mutual Fund and Alternative Investment Operations

    Mosaic Partners • New York, NY, United States
    Full-time
    Seeking an experienced Director of Mutual Fund & Alternative Investment Operations to be responsible for leading a high-performing team that manages all production and change-related aspects of the...Show more
    Last updated: 8 hours ago • Promoted • New!
    TripleTree - Investment Banking Director

    TripleTree - Investment Banking Director

    Capital One • New York, NY, United States
    Full-time +1
    TripleTree - Investment Banking Director.TripleTree is a trusted partner for mergers and acquisitions, recapitalizations, and strategic advisory services. As a leading healthcare investment bank, we...Show more
    Last updated: 30+ days ago • Promoted
    Managing Director, Investment Banking / / Healthcare Mergers & Acquisitions (M&A)

    Managing Director, Investment Banking / / Healthcare Mergers & Acquisitions (M&A)

    Portage Point Partners • New York, NY, US
    Temporary
    Managing Director, Investment Banking / / Healthcare Mergers & Acquisitions (M&A).Portage Point Partners (Portage Point) is a business advisory, interim management and investment banking firm intens...Show more
    Last updated: 30+ days ago • Promoted
    Director, Investment Banking - Renewables

    Director, Investment Banking - Renewables

    Agentis Capital • New York, NY, United States
    Full-time +1
    Agentis Capital Advisors is a leading global financial advisor with a reputation for delivering unparalleled value and advice to its clients. The firm has been the recipient of numerous industry rew...Show more
    Last updated: 1 day ago • Promoted
    Director, Investment

    Director, Investment

    Optimum Sports • New York, NY, United States
    Full-time
    Omnicom Media Group (OMG), the media services division of Omnicom Group Inc.NYSE : OMC) – delivers transformational experiences for consumers, clients, and talent. Powered by the Omni marketing orche...Show more
    Last updated: 23 days ago • Promoted
    Asset Management - Campbell Investment Specialist - Executive Director

    Asset Management - Campbell Investment Specialist - Executive Director

    NYC Staffing • New York, NY, US
    Full-time
    Executive Director Level Investment Specialist.Campbell Global is looking for an Executive Director level Investment Specialist to play a lead role in asset raising, business retention, and client ...Show more
    Last updated: 8 days ago • Promoted
    Asset Management Director / Manager - EAST

    Asset Management Director / Manager - EAST

    NRG Energy • New York, NY, US
    Full-time
    Asset Management Director / Manager - EAST.NRG Energy is seeking a Director or Manager of Asset Management to provide professional business services to optimize the financial and operating performanc...Show more
    Last updated: 30+ days ago • Promoted
    Director, Private Equity - Remote

    Director, Private Equity - Remote

    BlueGrace Logistics • Staten Island, NY, US
    Remote
    Full-time
    Director Of Private Equity Partnerships.BlueGrace Logistics is a fast-growing transportation management company headquartered in Tampa, FL, with offices across the U. We combine advanced technology ...Show more
    Last updated: 3 days ago • Promoted
    Director, Infrastructure-Investment Management Company-Hybrid Schedule

    Director, Infrastructure-Investment Management Company-Hybrid Schedule

    Columbia University • New York, NY, United States
    Full-time
    Job Type : Officer of Administration.Salary Range : $225,000-$300,000, bonus eligible.The salary of the finalist selected for this role will be set based on a variety of factors, including but not li...Show more
    Last updated: 30+ days ago • Promoted
    Asset & Wealth Management Tax Director

    Asset & Wealth Management Tax Director

    PwC • New York, NY, United States
    Full-time
    A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to help our clients meet their tax obligations while managing the impact tax ha...Show more
    Last updated: 30+ days ago • Promoted
    Director, Outside Business Activities and Contributions Lead

    Director, Outside Business Activities and Contributions Lead

    Smbc Global Foundation Inc • Jersey City, NJ, US
    Full-time
    Director, Outside Business Activities and Contributions Lead.The Outside Business Activities and Contributions Lead will report to the Head of Employee Compliance with responsibility for oversight ...Show more
    Last updated: 30+ days ago • Promoted
    Transition Investment VP, Director or MD

    Transition Investment VP, Director or MD

    Metis Search • New York, NY, United States
    Full-time
    Infrastructure Growth Investments | Investment VP, Director or MD | USA.A specialist International Infrastructure specialist Fund is looking to add Senior Investment Originators into its Fund.There...Show more
    Last updated: 23 days ago • Promoted
    Strategic Expense Management Business Partner, Enterprise Technology & Experience (ETX)

    Strategic Expense Management Business Partner, Enterprise Technology & Experience (ETX)

    Massachusetts Mutual Life Insurance Company • New York, NY, United States
    Full-time
    Strategic Expense Management Business Partner, Enterprise Technology & Experience (ETX).Corporate Finance Organization.New York, NY, Boston, MA or Springfield, MA. We are seeking a highly seasoned p...Show more
    Last updated: 18 days ago • Promoted
    Global Markets : Executive Director - Commodity QIS Structurer

    Global Markets : Executive Director - Commodity QIS Structurer

    Cibc • New York, NY, US
    Full-time
    Executive Director, Institutional Structuring Group.We're building a relationship-oriented bank for the modern world.We need talented, passionate professionals who are dedicated to doing what's rig...Show more
    Last updated: 30+ days ago • Promoted