6,477 Investment Director jobs in the United States

Commercial Real Estate Investment Director

33601 Tampa, Florida $180000 Annually WhatJobs

Posted 7 days ago

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Job Description

full-time
Our client, a leading real estate investment firm, is looking for an accomplished Commercial Real Estate Investment Director to be based in or near **Tampa, Florida, US**. This hybrid role requires a seasoned professional to identify, analyze, and execute on attractive investment opportunities across various commercial property sectors, including office, retail, industrial, and multifamily. You will be responsible for building and maintaining relationships with brokers, owners, and other industry participants to source deal flow. Your duties will include conducting comprehensive due diligence, financial modeling, market research, and presenting investment recommendations to the Investment Committee. A proven track record of successfully originating and closing commercial real estate transactions with a value exceeding $20 million is essential. The ideal candidate will possess a strong understanding of real estate capital markets, financial structuring, and property operations. Excellent negotiation, communication, and presentation skills are paramount. This role offers a competitive base salary, significant bonus potential, and comprehensive benefits. While the position is hybrid, requiring attendance at the Tampa office for key meetings and team collaborations, there is flexibility for remote work arrangements on certain days. We are seeking an individual with a deep understanding of the Florida real estate market and a strategic mindset to drive portfolio growth. A Bachelor's degree in Finance, Real Estate, Economics, or a related field is required; an MBA or advanced degree is a plus. If you are a results-oriented professional with a passion for real estate investment, we invite you to apply.
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Asset Management - Transportation Investment Specialist - Executive Director

10176 New York, New York JPMorgan Chase

Posted 5 days ago

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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
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Asset Management - Transportation Investment Specialist - Executive Director

10001 New York, New York JPMorgan Chase Bank, N.A.

Posted 6 days ago

Job Viewed

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Job Description

Permanent
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

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Asset Management - Real Estate Wealth Management Investment Specialist - Executive Director

10176 New York, New York JPMorgan Chase

Posted 10 days ago

Job Viewed

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Job Description

Real Estate Americas is part of J.P. Morgan Private Markets in Asset Management. With over $67 billion in AUM, the Real Estate Americas team is one of the largest managers of open-end real estate funds. The team has been managing real estate investments on behalf of our clients for 60+ years, during which time we have established ourselves as a market leader. The team comprises 230 real estate professionals across six markets in the U.S. and manages over 500 clients globally across various real estate strategies spanning the risk spectrum and capital stack.
**Job Summary**
As the Executive Director, Investment Specialist on the Real Estate Americas client strategy team, you will focus on raising assets and increasing market share for our real estate products through the Private Wealth channel. Within this role, you will be a leading member of the real estate wealth team, responsible for expanding Real Estate Americas assets by partnering with JP Morgan US Funds business and the JP Morgan Private Bank. The Private Wealth Alternatives market in the U.S. is rapidly growing, representing a $ trillion opportunity for J.P. Morgan Asset Management (JPMAM).
**Job Responsibilities**
+ Collaborate with internal sales channels to proactively position our real estate solutions through RIA's and our broker-dealer partners.
+ Develop and implement a comprehensive sales strategy that aligns with the platform's objectives, driving both growth and competitive positioning.
+ Work collaboratively with internal partners to position our real estate solutions, focusing on consistency, efficiency, and timely delivery of materials and reports.
+ Maintain a comprehensive understanding of the real estate industry, markets, and trends to effectively translate insights into client responses and materials.
+ Keep abreast of the competitor landscape, providing insights and messaging to best position our strategies.
+ Assist in strategic projects that support the platform's growth, fostering collaboration and innovation.
+ Ensure all investor communications and materials comply with regulatory requirements and industry standards.
**Required Qualifications, Capabilities, and Skills**
+ 8+ years of experience in positioning investment products/alternatives in the wealth channel with a strong background in real estate investment.
+ Extensive background and definable success in working with financial intermediaries in the wealth channels.
+ Strong relationship building skills applicable to external clients, internal colleagues within Real Estate and across JPMorgan.
+ Excellent presentation skills which enable the delivery of concise and persuasive new business presentations and investment reviews.
+ Experience in working through internal partners to deliver results.
+ Ability to incorporate current economic forecast information provided by other professionals within the organization plus ability to seek out and integrate relevant external economic and other related investment and product information into communications with clients, prospects, and consultants.
+ Proven organizational skills and success in territory and client management.
+ Ability to lead in a fast-paced environment, steering strategic projects that support growth and competitive positioning.
+ Proficiency in creating compelling client materials, presentations, and reports, with a focus on storytelling and translating complex concepts into engaging visuals.
+ Excellent communication skills for effective collaboration with stakeholders and delivering clear client support.
+ Strong understanding and interest in real estate investment management.
+ Series 7 and Series 3 certifications required (or willingness to obtain).
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**
Chicago,IL 200,000.00 - 350,000.00 / year; San Francisco,CA 200,000.00 - 350,000.00 / year; Los Angeles,CA 200,000.00 - 350,000.00 / year; New York,NY 200,000.00 - 350,000.00 / year
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Asset Management - Real Estate Wealth Management Investment Specialist - Executive Director

10001 New York, New York JPMorgan Chase Bank, N.A.

Posted 26 days ago

Job Viewed

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Job Description

Permanent
Real Estate Americas is part of J.P. Morgan Private Markets in Asset Management. With over $67 billion in AUM, the Real Estate Americas team is one of the largest managers of open-end real estate funds. The team has been managing real estate investments on behalf of our clients for 60+ years, during which time we have established ourselves as a market leader. The team comprises 230 real estate professionals across six markets in the U.S. and manages over 500 clients globally across various real estate strategies spanning the risk spectrum and capital stack.

Job Summary
As the Executive Director, Investment Specialist on the Real Estate Americas client strategy team, you will focus on raising assets and increasing market share for our real estate products through the Private Wealth channel. Within this role, you will be a leading member of the real estate wealth team, responsible for expanding Real Estate Americas assets by partnering with JP Morgan US Funds business and the JP Morgan Private Bank. The Private Wealth Alternatives market in the U.S. is rapidly growing, representing a $ trillion opportunity for J.P. Morgan Asset Management (JPMAM).

Job Responsibilities

  • Collaborate with internal sales channels to proactively position our real estate solutions through RIA's and our broker-dealer partners.
  • Develop and implement a comprehensive sales strategy that aligns with the platform's objectives, driving both growth and competitive positioning.
  • Work collaboratively with internal partners to position our real estate solutions, focusing on consistency, efficiency, and timely delivery of materials and reports.
  • Maintain a comprehensive understanding of the real estate industry, markets, and trends to effectively translate insights into client responses and materials.
  • Keep abreast of the competitor landscape, providing insights and messaging to best position our strategies.
  • Assist in strategic projects that support the platform's growth, fostering collaboration and innovation.
  • Ensure all investor communications and materials comply with regulatory requirements and industry standards.

Required Qualifications, Capabilities, and Skills
  • 8+ years of experience in positioning investment products/alternatives in the wealth channel with a strong background in real estate investment.
  • Extensive background and definable success in working with financial intermediaries in the wealth channels.
  • Strong relationship building skills applicable to external clients, internal colleagues within Real Estate and across JPMorgan.
  • Excellent presentation skills which enable the delivery of concise and persuasive new business presentations and investment reviews.
  • Experience in working through internal partners to deliver results.
  • Ability to incorporate current economic forecast information provided by other professionals within the organization plus ability to seek out and integrate relevant external economic and other related investment and product information into communications with clients, prospects, and consultants.
  • Proven organizational skills and success in territory and client management.
  • Ability to lead in a fast-paced environment, steering strategic projects that support growth and competitive positioning.
  • Proficiency in creating compelling client materials, presentations, and reports, with a focus on storytelling and translating complex concepts into engaging visuals.
  • Excellent communication skills for effective collaboration with stakeholders and delivering clear client support.
  • Strong understanding and interest in real estate investment management.
  • Series 7 and Series 3 certifications required (or willingness to obtain).

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
San Francisco,CA 200,000.00 - 350,000.00 / year; Chicago,IL 200,000.00 - 350,000.00 / year; Los Angeles,CA 200,000.00 - 350,000.00 / year; New York,NY 200,000.00 - 350,000.00 / year

Apply Now

Asset Management Portfolio Manager

32806 Orlando, Florida Regions Bank

Posted 2 days ago

Job Viewed

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Job Description

Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice.
Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions' Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.
**Job Description:**
At Regions, the Asset Management Portfolio Manager serves as a Portfolio Manager for assigned managed accounts.
**Primary Responsibilities**
+ Manages a book of either Private Wealth or Institutional Clients by serving as the Portfolio Manager
+ Works with clients and multiple partners to development investment objectives and goals through discussion and identification of client priorities
+ Implements and communicates investment related changes based on Investment Working Group guidelines to ensure clients receive the Best Thinking of Regions Asset Management
+ Effectively Implement Portfolio Management Group Strategic Initiatives and may provide input
+ Leverage resources to maintain and increase efficiency to focus on clients at an effective level
+ Address and respond to all risk related items in a timely fashion including but not limited to: Investment Reviews, Asset Allocation Flags, and other risk reports
+ Execute the Regions Client Experience at an advanced level
+ Initiates and monitors required actions related to modeling and trading of client accounts
+ Works with all partners at an advanced level by building relationships to retain and grow revenue from existing client relationships
+ Participates and may lead the sales process with partners and teammates to identify and solidify new business opportunities focused on trust and investment management
+ Keeps abreast of trends and developments in the economy and markets to ensure effective communication to clients and partners
+ Participates in and may lead group projects as assigned by management
This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay.
This position is incentive eligible.
**Requirements**
+ Bachelor's Degree or International Equivalent
+ Five (5) years applicable knowledge or experience in investment/portfolio management, brokerage, finance, or equivalent
**Preferences**
+ Bachelor's degree in Business Administration, Finance or Economics
+ Technical Training in financial and economic markets
+ Progress towards Chartered Financial Analyst (CFA) designation, Certified Financial Planner (CFP) designation, or Certified Investment Management Analyst (CIMA)
**Skills and Competencies**
+ Analytical, organization and presentation skills
+ Knowledgeable about sales techniques and possess sales aptitude
+ Skilled in applicable computer software programs
+ Verbal and written communication skills
**Position Type**
Full time
**Compensation Details**
Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.
The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.
**Job Range Target:**
**_Minimum:_**
$103,710.20 USD
**_Median:_**
$137,640.00 USD
**Incentive Pay Plans:**
This role is eligible to participate in a formulaic incentive plan. Employees have the potential to earn incentives based on performance against defined metrics and goals.
**Benefits Information**
Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. ( Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.
+ Paid Vacation/Sick Time
+ 401K with Company Match
+ Medical, Dental and Vision Benefits
+ Disability Benefits
+ Health Savings Account
+ Flexible Spending Account
+ Life Insurance
+ Parental Leave
+ Employee Assistance Program
+ Associate Volunteer Program
Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions' benefits, please click or copy the link below to your browser.
Details**
Orlando Main 111 North Orange Avenue
**Location:**
Orlando, Florida
Equal Opportunity Employer/including Disabled/Veterans
Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.
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Asset Management - Investment Platform Trading Research - Executive Director

10176 New York, New York JPMorgan Chase

Posted 16 days ago

Job Viewed

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Job Description

The Trading Research team is focused on the quantitative analysis of trading performance and strategy development. This involves detailed transaction cost analysis (TCA), improving our systematic trading and automation capabilities, and supporting the needs of our trading desks. The research and analytics function is performed by a global team with members in New York, London, Hong Kong and Mumbai using a global trading analytics platform. We are looking for a talented ED-level candidate in New York, NY.
**Job summary:**
As an Investment Platform Trading Research Executive Director on the Asset Management Investment Platform Trading Research team you will be responsible for designing and implementing research projects, optimizing our trading platform and implementing trade analytics framework. You will lead cross functional projects for our investment platform and provide execution consultancy to our clients.
**Job responsibilities:**
+ **Quantitative Trading Research:** Design and implement research projects using market data analysis to identify signals, optimize execution strategies, and enhance trading performance metrics.
+ **Optimize Trading:** Collaborate with traders to enhance our systematic trading platform using statistical models and machine learning techniques.
+ **Provide Execution Consultancy:** Serve as a subject matter expert working with traders, portfolio managers, and researchers to develop optimal execution strategies based on quantitative analysis of market conditions, liquidity profiles, and venue performance to balance market impact and transaction costs.
+ **Implement Trade Analytics Framework:** Create dashboards and tools to measure execution quality, transaction cost analysis (TCA), market impact, and slippage. Create bespoke and scheduled reporting.
+ **Lead Cross-functional Projects:** Coordinate with traders, portfolio managers, and technology teams to implement trading analytics solutions that address business requirements.
**Required qualifications, skills and capabilities:**
+ **Advanced Python Programming:** Strong proficiency in Python with experience in data analysis libraries (pandas, NumPy), visualization tools (matplotlib, seaborn).
+ **Financial Database Expertise:** Experience with databases and high-performance queries for analyzing tick/market data and trading records.
+ **Trading Knowledge:** Demonstrated experience in market-making, statistical arbitrage, or systematic trading roles with understanding of execution algorithms and trading signals.
+ **Technical Communication:** Ability to translate complex quantitative findings into actionable trading insights for portfolio managers and trading desk leadership.
+ **Market Microstructure Knowledge:** Expertise in any of equities, fixed income, FX, derivatives, and alternative assets.
+ **Version Control Systems:** Hands-on experience with Git and collaborative development workflows.
+ **Applied ML:** Experience implementing reinforcement learning, natural language processing, or deep learning techniques.
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 $215,000.00 - $350,000.00 / year
View Now
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Asset Management - Investment Platform Trading Research - Executive Director

10001 New York, New York JPMorgan Chase Bank, N.A.

Posted 22 days ago

Job Viewed

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Job Description

Permanent
The Trading Research team is focused on the quantitative analysis of trading performance and strategy development. This involves detailed transaction cost analysis (TCA), improving our systematic trading and automation capabilities, and supporting the needs of our trading desks. The research and analytics function is performed by a global team with members in New York, London, Hong Kong and Mumbai using a global trading analytics platform. We are looking for a talented ED-level candidate in New York, NY.

Job summary:

As an Investment Platform Trading Research Executive Director on the Asset Management Investment Platform Trading Research team you will be responsible for designing and implementing research projects, optimizing our trading platform and implementing trade analytics framework. You will lead cross functional projects for our investment platform and provide execution consultancy to our clients.

Job responsibilities:

  • Quantitative Trading Research: Design and implement research projects using market data analysis to identify signals, optimize execution strategies, and enhance trading performance metrics.
  • Optimize Trading: Collaborate with traders to enhance our systematic trading platform using statistical models and machine learning techniques.
  • Provide Execution Consultancy: Serve as a subject matter expert working with traders, portfolio managers, and researchers to develop optimal execution strategies based on quantitative analysis of market conditions, liquidity profiles, and venue performance to balance market impact and transaction costs.
  • Implement Trade Analytics Framework: Create dashboards and tools to measure execution quality, transaction cost analysis (TCA), market impact, and slippage. Create bespoke and scheduled reporting.
  • Lead Cross-functional Projects: Coordinate with traders, portfolio managers, and technology teams to implement trading analytics solutions that address business requirements.

Required qualifications, skills and capabilities:
  • Advanced Python Programming: Strong proficiency in Python with experience in data analysis libraries (pandas, NumPy), visualization tools (matplotlib, seaborn).
  • Financial Database Expertise: Experience with databases and high-performance queries for analyzing tick/market data and trading records.
  • Trading Knowledge: Demonstrated experience in market-making, statistical arbitrage, or systematic trading roles with understanding of execution algorithms and trading signals.
  • Technical Communication: Ability to translate complex quantitative findings into actionable trading insights for portfolio managers and trading desk leadership.
  • Market Microstructure Knowledge: Expertise in any of equities, fixed income, FX, derivatives, and alternative assets.
  • Version Control Systems: Hands-on experience with Git and collaborative development workflows.
  • Applied ML: Experience implementing reinforcement learning, natural language processing, or deep learning techniques.

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 $215,000.00 - $350,000.00 / year

Apply Now

Asset Management - Private Credit and Real Asset Investment Risk - Executive Director

10176 New York, New York JPMorgan Chase

Posted 16 days ago

Job Viewed

Tap Again To Close

Job Description

Investment risk due diligence and portfolio risk oversight with a focus on Private Asset strategies; Private Credit, Private Credit Secondaries, Real Assets, and private Co-Investments.
Job Summary:
Investment risk due diligence and portfolio analysis with a focus on Private Asset strategies; Private Credit, Private Credit Secondaries, Co-Investments and Real Assets.
The candidate will collaborate with Senior members of the Research, Investment Risk, and Portfolio Management teams to formulate risk and investment insights that can be leveraged by the Investment Committee to generate the best outcomes for our clients. The due diligence effort combines a rigorous qualitative and quantitative analysis of people, process, transactions, and investment strategies.
In addition to risk underwriting specific funds/deals, the candidate is expected to contribute to wide variety of projects aimed at maintaining and enhancing portfolio management capabilities, analytics and infrastructure.
Job responsibilities:
--Investment risk due diligence and portfolio risk oversight
- Focus on Private Asset strategies
- Collaborate with Senior members of the Research, Investment Risk, and Portfolio Management teams
- Formulate risk and investment insights
- Contribute to projects aimed at improving risk management practices
Required qualifications, capabilities and skills:
+ 10 + years of experience in an investment or risk role with exposure to Private Credit, Structured Credit, Real Assets or other alternative credit investment strategies
+ Analytical capabilities with experience developing stress tests, scenario analysis or related risk factor sensitivity analysis (Python experience is a plus)
+ A strong understanding of capital markets and the ability to evaluate leverage facilities utilized for illiquid assets
+ Demonstrated ability to appropriately weigh both practical and theoretical risk with portfolio management concerns
+ Confidence and poise to interview Private Credit and Real Asset managers fund managers and risk management professionals, with an ability to maintain strong ongoing relationships inside and outside the firm
+ Strong verbal and written communication skills
Preferred qualifications, capabilities and skills:
+ MBA / CFA / CRM preferred
+ Tableau, Python & SQL experience is a plus
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 $174,550.00 - $280,500.00 / year
View Now

Asset Management - Private Credit and Real Asset Investment Risk - Executive Director

10001 New York, New York JPMorgan Chase Bank, N.A.

Posted 4 days ago

Job Viewed

Tap Again To Close

Job Description

Permanent
Investment risk due diligence and portfolio risk oversight with a focus on Private Asset strategies; Private Credit, Private Credit Secondaries, Real Assets, and private Co-Investments.

Job Summary:

Investment risk due diligence and portfolio analysis with a focus on Private Asset strategies; Private Credit, Private Credit Secondaries, Co-Investments and Real Assets.

The candidate will collaborate with Senior members of the Research, Investment Risk, and Portfolio Management teams to formulate risk and investment insights that can be leveraged by the Investment Committee to generate the best outcomes for our clients. The due diligence effort combines a rigorous qualitative and quantitative analysis of people, process, transactions, and investment strategies.

In addition to risk underwriting specific funds/deals, the candidate is expected to contribute to wide variety of projects aimed at maintaining and enhancing portfolio management capabilities, analytics and infrastructure.

Job responsibilities:

--Investment risk due diligence and portfolio risk oversight
- Focus on Private Asset strategies
- Collaborate with Senior members of the Research, Investment Risk, and Portfolio Management teams
- Formulate risk and investment insights
- Contribute to projects aimed at improving risk management practices

Required qualifications, capabilities and skills:

  • 10 + years of experience in an investment or risk role with exposure to Private Credit, Structured Credit, Real Assets or other alternative credit investment strategies
  • Analytical capabilities with experience developing stress tests, scenario analysis or related risk factor sensitivity analysis (Python experience is a plus)
  • A strong understanding of capital markets and the ability to evaluate leverage facilities utilized for illiquid assets
  • Demonstrated ability to appropriately weigh both practical and theoretical risk with portfolio management concerns
  • Confidence and poise to interview Private Credit and Real Asset managers fund managers and risk management professionals, with an ability to maintain strong ongoing relationships inside and outside the firm
  • Strong verbal and written communication skills

Preferred qualifications, capabilities and skills:

  • MBA / CFA / CRM preferred
  • Tableau, Python & SQL experience is a plus

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 $174,550.00 - $280,500.00 / year

Apply Now
 

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