3,339 Investment Specialist jobs in the United States

As part of Institutional Banking, the **Transfer Agency** **team** balances the work that the operations team processes. All balancing must be done daily and accurate to the penny. In addition to balancing, the group ensures accurate setup when new funds come to the company.
As an **Alternative Investment Specialist** , you will balance accounts to achieve complete accuracy. As you progress in your career, there will be an opportunity to become a reviewer. This team is operated with dual control where there is always a balancer and a reviewer. Additional responsibilities include customer contact both over the phone and through email.
On this team you have opportunity for a flexible work schedule with a tenured team where the dress code is casual. In this role you will receive excellent training where management support is easily accessible.
**How you'll spend your time:**
+ Use your detail-orientation to balance and review transactions for all alternative investment accounts to achieve complete accuracy.
+ Use your customer service background to answer client emails and phone calls to achieve customer satisfaction.
**We're excited to talk with you if:**
+ You possess a Bachelor's degree
+ You have at least one year of balancing accounts/activity
+ You possess at least six months of experience providing direct phone or in person support for clients and customers
**Bonus Points if:**
+ Knowledge of mutual funds and alternative investment products.
+ One year of balancing and reconciling experience within a transfer agency.
+ Related internship experience will also be considered.
**Compensation Range:**
$37,490.00 - $71,920.00
_The posted compensation range on this listing represents UMB's standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information_
UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary.
**Are you ready to be part of something more?**
You're more than a means to an end-a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.
_UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to_ _to let us know the nature of your request._
_If you are a California resident, please visit our_ Privacy Notice for California Job Candidates ( _to understand how we collect and use your personal information when you apply for employment with UMB._
**_Who we are_**
We are more than a company. We are advisors, consultants, problem solvers, friends, community members, experts, and we are here to help you make the best of every moment with a financial foundation that can help you succeed.
Learn more about UMB's vision ( out the road to a career at UMB

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's International Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.

As an Investment Specialist in the International Private Bank, you are responsible for helping the Banker win new clients and deepen and strengthen existing client relationships through advisement on investment solutions.

Job Responsibilities

• Conduct investment reviews with clients to validate the clients' current investment objectives and prepare recommendations of appropriate investment products
• Develop investment policy statements and advise on asset allocation
• Closes sales of complex investment products
• Support coordination of sales effort with Capital Advisors, Trust Officers and Wealth Advisors Focus on qualified purchaser clients and act as primary resource for investment communication
• Build excellent working relationships with internal clients
• Adhere to internal and external policies and procedures regarding securities transactions and code of conduct
• Provide guidance to junior staff

Required Qualifications, Capabilities, and Skills

• Bachelor's degree
• Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
• Seven years of experience in Private Banking or Financial Services industry
• Demonstrated understanding of wealth management including, but not limited to: credit, deposits, trust and financial planning

Preferred Qualifications, Capabilities, and Skills

• MBA or CFA
• Prior experience providing complex investment solutions to individuals
• In depth experience and/or knowledge of hedge funds, private equity and alternative investments
• Ability to execute trades smoothly and seamlessly and tasked with managing brokerage activity
• Sales experience including: profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals

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 $161,500.00 - $280,000.00 / year

**Alternate Locations:** Radnor, PA (Pennsylvania)
**Work Arrangement:**
Hybrid Preferred : Preferred employee will work 3 days a week in a Lincoln office
**Relocation assistance:** is not available for this opportunity.
**Requisition #:** 74439
**The Role at a Glance**
The Role at a Glance
Are you passionate about markets and investments, eager to apply that passion to directly impacting the success of Lincoln's distribution efforts? Do you excel at translating complex market concepts and data into clear, strategic insights for financial professionals? Do you want to join a dynamic environment where your analysis and insights directly impact sales strategy and elevate client experiences? We are seeking a dedicated **Investment Strategy Analyst** to join our Client Investment Strategies Investment Desk.
As a key member of this high-visibility, high-impact team, you will blend analytical, strategic thinking, and creative communication skill sets to deliver meaningful value to Lincoln's internal and external stakeholders.
In this role, you will serve as a subject matter expert on investment principles and the subaccount offerings within Lincoln's variable and indexed products, providing best-in-class service and timely, specialized support to financial professionals across channels such as phone, email, and meetings. You will dedicate 60-70% of your time to direct consultation: fielding inbound investment questions, conducting portfolio reviews, and providing the expert analysis financial professionals need to serve their clients effectively, all while positioning yourself as a primary resource for investment guidance and market insights.
In addition to serving as a trusted resource for investment-related inquiries, you will work cross-functionally to analyze market data, translate analytics into strategic solutions that support sales initiatives, and develop compelling collateral showcasing Lincoln's offerings. This exceptional opportunity is ideal for professionals with 1-3 years of investment experience who seek a balance of client interaction, investment analysis, and creative storytelling. Success in this role requires strong investment and analytical aptitudes, a passion for creative and relationship-driven communication, and a desire to drive meaningful business results.
**What you'll be doing**
What you'll be doing
Primary (60-70%)
- Partner with Lincoln's sales teams and financial advisors as the dedicated investment specialist for Lincoln's variable subaccounts and indexed strategies.
- Primarily via inbound telephone calls and/or emails, support stakeholders by responding to investment inquiries and presenting and communicating investment opportunities and outcomes in a clear and engaging way.
- Perform policy investment reviews and conduct asset allocation and ad-hoc fund analyses.
- Exhibit and maintain an active interest in capital markets, staying current on the latest data and trends to inform conversations and ideation.
- Develop and sustain a comprehensive understanding of Lincoln's products, services, and operational structure to enhance your effectiveness.
Secondary (30-40%)
- Collaborate with internal stakeholders to produce investment-related content supporting Lincoln's distribution efforts and customer needs.
- Analyze and manipulate data using Microsoft Excel, leveraging the Microsoft Office suite and other digital tools to produce high-quality deliverables.
- Transform market data and analytics into compelling narratives that help business partners succeed.
- Participate in creating and refining investment-related content such as presentations, market updates, and educational materials to support business growth.
- Serve as a resource for team members and internal/external stakeholders on complex assignments/projects within your area of responsibility.
- Identify and recommend process improvements that enhance efficiency, reduce workloads significantly, or improve quality.
Additional Position Responsibilities
- Perform all duties in compliance with applicable state and federal regulations and guidelines.
- Adhere to all company and site policies and procedures.
- Contribute positively by suggesting improvements, learning new skills, processes, and procedures.
- Perform other duties as required.
- Stay current with industry and professional trends.
**What we're looking for**
What we're looking for
Education and Experience
- Bachelor's degree in Finance, Economics, Business, Mathematics, or a related field, or equivalent experience.
- Exposure to investments, capital markets, or financial analytics (internships or 1-3 years in analyst or strategy roles are welcome).
- Proficiency in Excel (formulas, pivot tables, modeling); PowerPoint experience is a plus.
- Excellent written and verbal communication skills - able to explain complex topics to both expert and non-expert audiences.
- A creative approach to problem-solving and storytelling with data.
**Application Deadline**
Applications for this position will be accepted until September 30, 2025 - subject to earlier closure due to applicant volume.
**What's it like to work here?**
At Lincoln Financial, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future.
**What's in it for you:**
+ Clearly defined career tracks and job levels, along with associated behaviors for each of Lincoln's core values and leadership attributes
+ Leadership development and virtual training opportunities
+ PTO/parental leave
+ Competitive 401K and employee benefits ( Free financial counseling, health coaching and employee assistance program
+ Tuition assistance program
+ Work arrangements that work for you
+ Effective productivity/technology tools and training
The pay range for this position is $53,500 - $96,300 with **anticipated pay for new hires between the minimum and midpoint of the range** and could vary above and below the listed range as permitted by applicable law. Pay is based on non-discriminatory factors including but not limited to work experience, education, location, licensure requirements, proficiency and qualifications required for the role. The base pay is just one component of Lincoln's total rewards package for employees. In addition, the role may be eligible for the Annual Incentive Program, which is discretionary and based on the performance of the company, business unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln's standard benefits package.
**About The Company**
Lincoln Financial (NYSE: LNC) helps people to confidently plan for their version of a successful future. We focus on identifying a clear path to financial security, with products including annuities, life insurance, group protection, and retirement plan services.
With our 120-year track record of expertise and integrity, millions of customers trust our solutions and service to help put their goals in reach.
Lincoln Financial Distributors, a broker-dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors, and their respective employees, representatives and/or insurance agents do not provide tax, accounting or legal advice.
Lincoln is committed to creating a diverse and inclusive ( environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.
Follow us on Facebook ( , X ( , LinkedIn ( , Instagram ( , and YouTube ( . For the latest company news, visit our newsroom ( .
**Be Aware of Fraudulent Recruiting Activities**
If you are interested in a career at Lincoln, we encourage you to review our current openings and apply on our website. Lincoln values the privacy and security of every applicant and urges all applicants to diligently protect their sensitive personal information from scams targeting job seekers. These scams can take many forms including fake employment applications, bogus interviews and falsified offer letters.
Lincoln will not ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally, our recruiters do not communicate with applicants through free e-mail accounts (Gmail, Yahoo, Hotmail) or conduct interviews utilizing video chat rooms. We will never ask applicants to provide payment during the hiring process or extend an offer without conducting a phone, live video or in-person interview. Please contact Lincoln's fraud team at if you encounter a recruiter or see a job opportunity that seems suspicious.
**Additional Information**
This position may be subject to Lincoln's Political Contribution Policy. An offer of employment may be contingent upon disclosing to Lincoln the details of certain political contributions. Lincoln may decline to extend an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Lincoln's current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities.
Any unsolicited resumes or candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial are considered property of Lincoln Financial and are not subject to payment of agency fees.
Lincoln Financial is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex (including pregnancy), age, national origin, disability, sexual orientation, gender identity and expression, Veteran status, or genetic information. Applicants are evaluated on the basis of job qualifications. If you are a person with a disability that impedes your ability to express your interest for a position through our online application process, or require TTY/TDD assistance, contact us by calling .
This Employer Participates in E-Verify. See the E-Verify ( notices.
Este Empleador Participa en E-Verify. Ver el E-Verify ( avisos.
Lincoln Financial Group ("LFG") is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex (including pregnancy), age, national origin, disability, sexual orientation, gender identity and expression, veterans status, or genetic information. Opportunities throughout LFG are available to employees and applicants and are evaluated on the basis of job qualifications. We have a drug free work environment and we perform pre-employment substance abuse testing.

J.P. Morgan Asset & Wealth Management, with client assets of $2.4 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.
J.P. Morgan Wealth Management is a global wealth management leader that delivers the highest quality advice, service, capabilities and products to high net worth individuals and families around the world. We deliver highly customized and comprehensive solutions to help clients with the many complexities they face by leveraging the commercial and investment banking capabilities of the firm.
**About** **Global Alternative Investment Solutions**
Global Alternative Investment Solutions is responsible for the selection and monitoring of alternative asset managers for the Global Private Bank, and advising clients on allocations to alternative investments . This will include communications with asset managers, internal investment specialists, and clients considering the use of an alternative asset manager within an investment portfolio . Managers include multiple asset classes across hedge funds, private equity funds, private credit funds, and real asset funds. With over $200 billion of client capital invested across alternatives, the team brings a unique perspective to sourcing and advising on alternative investment opportunities. The team consists of a collaborative cross functional team of professionals including Investment Specialists, Investor Relations, Due Diligence, Structuring and other functional support colleagues located in New York, Los Angeles, Nashville, London, Geneva, Hong Kong, Singapore, and Mumbai
**Responsibilities will include:**
+ Working closely with Investment Advisors and Bankers in the U.S., as well as with clients, on new product launches and ongoing alternative investment opportunities.
+ Representing and articulating the views of the Global Alternative Investment Solutions teams at key internal and external meetings
+ Analyzing client multi-asset class investment portfolios and providing alternative investment product and implementation advice in conjunction with Advisors.
+ Articulating the manager selection process and how the alternative platform offering fits the Global Private Bank strategy within a market context
+ Actively participating in Global Alternative Investment Solutions meetings, demonstrating leadership.
+ Focusing on teamwork, with particular emphasis on fostering and mentoring junior talent within the group.
+ Traveling, sometimes accompanied by Fund managers, to regional offices in the Central and West region for meetings and events.
**Key attributes will include:**
+ Specific knowledge of, and hands-on product experience in, alternative investments, including hedge funds, private equity, private credit and real estate
+ Proven experience in investment management sales; experience within a capital markets environment preferred.
+ The ability to convey knowledge and credibility in front of managers, clients and investors.
+ 6+ years of experience in investment sales, alternative investment due diligence, alternative product investor relations, alternatives product specialist functions, etc. Experience in both private investments and hedge funds preferred.
+ Strong teamwork and interpersonal skills.
+ Strong oral and written communication skills
+ FINRA General Securities Representative Exam (i.e. Series 7) and Uniform Securities Agent State Law Examination (i.e. Series 63) required (may take these exams after commencement of employment)
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**
Los Angeles,CA 170,000.00 - 350,000.00 / year

Campbell Global is looking for an Executive Director level Investment Specialist to play a lead role in asset raising, business retention, and client service across our Alternative Investments line of business. This position is key in executing the overall strategy of the timberland alternative asset class through the build-out of platform offerings, launching of new products, internal education of the asset class and its distinctive attributes including climate solutions.
**Job Summary**
As an Executive Director level Investment Specialist supporting Campbell Global, you will assist and promote new and existing client management including managing a team of two, taking a lead role on reporting internal and external inquiries. In addition, you will work with the Campbell Global Strategic Solutions group on development and updates of marketing materials and intellectual capital, client pitches and reviews, and development of close collaborative relationships with both portfolio management and client advisor teams.
**Job Responsibilities**
+ Key contributor to product strategy, platform development and product launches working in partnership with Campbell Global lead team and the Product Strategy & Development Team
+ Develop & maintain relationships between the investment desks and distribution teams
+ Understand and articulate investment strategies and performance to internal and external stakeholders and clients
+ Internal education including thought leadership, training, partnering with Client Skills & Training Team, Market Insights Team, Sustainable Investment Team, subject matter experts and distribution teams
+ Actively support new product development and positioning; monitor trends in the market and propose solutions in response
+ Work with marketing/communications teams to promote products and produce best-in-class client communications
+ Fundraising and ongoing client relationship management as well assist with launching new products
+ Provide project management leadership including coordinating and completing follow-up and due diligence requests from prospective investors and current clients.
+ Lead and work collaboratively with internal teams to provide excellent and timely responses to all RFI/RFP requests, prospective investment follow-up queries and from time-to-time client inquiries.
+ Partner with internal teams and external support to create persuasive sales documents such as proposals and presentations.
+ Maintain working knowledge of the forestry asset class, capital markets, carbon markets and forest management operations.
**Required Qualifications, Capabilities and Skills**
+ 9+ years of experience in Investment Specialist or Product Specialist role
+ Detail-oriented, highly entrepreneurial and self-motivated with a proven track record of sustainable achievement in a financial sales environment; Outstanding energy, focus, and drive to achieve results
+ Demonstrates industry and product knowledge by understanding the competition, the clients and marketplace
+ Excellent written, oral and presentation skills, along with a genuine interest in the subject matter, which enable the delivery of concise and persuasive new business presentations and investment reviews
+ Strong relationship building skills applicable to existing clients, prospective clients and internal colleagues within Alternatives and across J.P. Morgan
**Preferred Qualifications, Capabilities and Skills**
+ Series 24 license
+ Expertise in alternatives strongly preferred
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

DESCRIPTION:
Duties: Responsible for complex onboarding for large institutional clients and coordinating with internal teams to set up necessary systems and protocols. Develop and maintain advanced reporting systems for investment guidelines, objectives, and constraints, enhancing data clarity and utility for clients and stakeholders. Coordinate efforts across global offices in the US, Mumbai, and EMEA to ensure seamless execution of client requirements and projects. Use advanced analytics to create compelling marketing content from complex data sets, supporting business development and client retention. Conduct strategic asset allocation analysis in compliance with multiple countries' regulations to optimize client portfolios. Clearly communicate complex investment results to clients, acting as the primary contact for investment performance discussions. Direct and oversee the partnership with the Mumbai office, ensuring alignment with company goals and efficient collaboration. Lead client relationships for large institutional clients, understanding their needs and providing tailored solutions to maintain and grow relationships. This position requires up to 25% domestic and international travel.
QUALIFICATIONS:
Minimum education and experience required: Bachelor's degree in Finance, Mathematics, Economics, or related field of study plus 6 years of experience in the job offered or as Investment Specialist, Investment Associate/Analyst, Multi-Asset Solutions Specialist, Product Delivery, or related occupation.
Skills Required: This position requires four (4) years of experience with the following: operational management of onboarding investment mandates including investment guidelines, objectives, and constraints for asset managers or an investment firm; evaluating the differences between regional accounting platforms country requirements; project management in institutional account onboarding, including setup of account structures and coordination of performance metrics; distinguishing between U.S. and non-U.S. mandates and the vehicle types that are available for the various types of investors. This position requires three (3) years of experience with the following: capital markets and their response to global economic changes; evaluating how economic factors impact the returns across different regions and asset classes; assessing the impact of capital market on the price sensitivity of equity, fixed income, and alternatives; analyzing investment performance and attribution using array formulas, nested functions, and financial functions; analyzing investment performance and attribution using VBA for automation, custom functions, and data manipulation; analyzing investment performance and attribution using data visualization, data integration with Power Query, pivot tables, and pivot charts; analyzing investment performance and attribution using data validation and error checking; fixed income markets, including the effects of spreads and interest rates on pricing; creating marketing materials from complex data analyses and portfolio insights; developing junior associates, setting objectives, and overseeing tasks; investment experience with insurance, pension, healthcare, endowment, and foundation sectors, including their operations, investment strategies, and investment challenges. This position requires two (2) years of experience with the following: performance and attribution using VLookup, HLookup, Index, Match Indirect, SUMIF, SUMIFS, and COUNTIF formulas and functions; collaborating with internal teams across global product groups to design client-specific investment guidelines; multiple investment strategies including public equity strategies that cover different countries, sectors, styles, and cap structure and fixed income strategies that cover government bonds, investment grade, high yield, emerging market debt, and currencies; describing the difference between equity, fixed income, and alternative strategies and how a portfolio is constructed; securing new business through pitches and tailored RFP responses; managing complex client relationships; using portfolio analytics tools for strategic client discussions; evaluating an enterprise analysis for healthcare organizations to assessing the objectives for various asset pools with different liquidity and risk profiles; integration of alternative assets including private equity and real estate into multi-asset portfolios. This position requires up to 25% domestic and international travel.
Job Location: 277 Park Ave, New York, NY 10072. This position requires up to 25% domestic and international travel.
Full-Time. Salary: $215,000 - $50,000 per year.
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

Campbell Global is looking for an Executive Director level Investment Specialist to play a lead role in asset raising, business retention, and client service across our Alternative Investments line of business. This position is key in executing the overall strategy of the timberland alternative asset class through the build-out of platform offerings, launching of new products, internal education of the asset class and its distinctive attributes including climate solutions.

Job Summary

As an Executive Director level Investment Specialist supporting Campbell Global, you will assist and promote new and existing client management including managing a team of two, taking a lead role on reporting internal and external inquiries. In addition, you will work with the Campbell Global Strategic Solutions group on development and updates of marketing materials and intellectual capital, client pitches and reviews, and development of close collaborative relationships with both portfolio management and client advisor teams.

Job Responsibilities

• Key contributor to product strategy, platform development and product launches working in partnership with Campbell Global lead team and the Product Strategy & Development Team
• Develop & maintain relationships between the investment desks and distribution teams
• Understand and articulate investment strategies and performance to internal and external stakeholders and clients
• Internal education including thought leadership, training, partnering with Client Skills & Training Team, Market Insights Team, Sustainable Investment Team, subject matter experts and distribution teams
• Actively support new product development and positioning; monitor trends in the market and propose solutions in response
• Work with marketing/communications teams to promote products and produce best-in-class client communications
• Fundraising and ongoing client relationship management as well assist with launching new products
• Provide project management leadership including coordinating and completing follow-up and due diligence requests from prospective investors and current clients.
• Lead and work collaboratively with internal teams to provide excellent and timely responses to all RFI/RFP requests, prospective investment follow-up queries and from time-to-time client inquiries.
• Partner with internal teams and external support to create persuasive sales documents such as proposals and presentations.
• Maintain working knowledge of the forestry asset class, capital markets, carbon markets and forest management operations.

Required Qualifications, Capabilities and Skills

• 9+ years of experience in Investment Specialist or Product Specialist role
• Detail-oriented, highly entrepreneurial and self-motivated with a proven track record of sustainable achievement in a financial sales environment; Outstanding energy, focus, and drive to achieve results
• Demonstrates industry and product knowledge by understanding the competition, the clients and marketplace
• Excellent written, oral and presentation skills, along with a genuine interest in the subject matter, which enable the delivery of concise and persuasive new business presentations and investment reviews
• Strong relationship building skills applicable to existing clients, prospective clients and internal colleagues within Alternatives and across J.P. Morgan

Preferred Qualifications, Capabilities and Skills

• Series 24 license
• Expertise in alternatives strongly preferred

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

DESCRIPTION:

Duties: Responsible for complex onboarding for large institutional clients and coordinating with internal teams to set up necessary systems and protocols. Develop and maintain advanced reporting systems for investment guidelines, objectives, and constraints, enhancing data clarity and utility for clients and stakeholders. Coordinate efforts across global offices in the US, Mumbai, and EMEA to ensure seamless execution of client requirements and projects. Use advanced analytics to create compelling marketing content from complex data sets, supporting business development and client retention. Conduct strategic asset allocation analysis in compliance with multiple countries' regulations to optimize client portfolios. Clearly communicate complex investment results to clients, acting as the primary contact for investment performance discussions. Direct and oversee the partnership with the Mumbai office, ensuring alignment with company goals and efficient collaboration. Lead client relationships for large institutional clients, understanding their needs and providing tailored solutions to maintain and grow relationships. This position requires up to 25% domestic and international travel.

QUALIFICATIONS:

Minimum education and experience required: Bachelor's degree in Finance, Mathematics, Economics, or related field of study plus 6 years of experience in the job offered or as Investment Specialist, Investment Associate/Analyst, Multi-Asset Solutions Specialist, Product Delivery, or related occupation.

Skills Required: This position requires four (4) years of experience with the following: operational management of onboarding investment mandates including investment guidelines, objectives, and constraints for asset managers or an investment firm; evaluating the differences between regional accounting platforms country requirements; project management in institutional account onboarding, including setup of account structures and coordination of performance metrics; distinguishing between U.S. and non-U.S. mandates and the vehicle types that are available for the various types of investors. This position requires three (3) years of experience with the following: capital markets and their response to global economic changes; evaluating how economic factors impact the returns across different regions and asset classes; assessing the impact of capital market on the price sensitivity of equity, fixed income, and alternatives; analyzing investment performance and attribution using array formulas, nested functions, and financial functions; analyzing investment performance and attribution using VBA for automation, custom functions, and data manipulation; analyzing investment performance and attribution using data visualization, data integration with Power Query, pivot tables, and pivot charts; analyzing investment performance and attribution using data validation and error checking; fixed income markets, including the effects of spreads and interest rates on pricing; creating marketing materials from complex data analyses and portfolio insights; developing junior associates, setting objectives, and overseeing tasks; investment experience with insurance, pension, healthcare, endowment, and foundation sectors, including their operations, investment strategies, and investment challenges. This position requires two (2) years of experience with the following: performance and attribution using VLookup, HLookup, Index, Match Indirect, SUMIF, SUMIFS, and COUNTIF formulas and functions; collaborating with internal teams across global product groups to design client-specific investment guidelines; multiple investment strategies including public equity strategies that cover different countries, sectors, styles, and cap structure and fixed income strategies that cover government bonds, investment grade, high yield, emerging market debt, and currencies; describing the difference between equity, fixed income, and alternative strategies and how a portfolio is constructed; securing new business through pitches and tailored RFP responses; managing complex client relationships; using portfolio analytics tools for strategic client discussions; evaluating an enterprise analysis for healthcare organizations to assessing the objectives for various asset pools with different liquidity and risk profiles; integration of alternative assets including private equity and real estate into multi-asset portfolios. This position requires up to 25% domestic and international travel.

Job Location: 277 Park Ave, New York, NY 10072. This position requires up to 25% domestic and international travel.

Full-Time. Salary: $215,000 - $50,000 per year.

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

**Job Title: Portfolio Management Group (PMG) Associate**
**Position Description:** The Portfolio Management Group (PMG) at J.P. Morgan is seeking a proactive and growth-oriented Associate to join our dynamic team. PMG is responsible for the comprehensive management, monitoring, rebalancing, and execution of global trading strategies across discretionary investment management and trust portfolios. This role supports over 1 million client accounts within J.P. Morgan Private Bank and U.S. Wealth Management.
**Roles and Responsibilities:**
+ **Investment Implementation Portfolio Management:**
+ Monitor, invest, manage, and trade both discretionary and non-discretionary scalable accounts across various products.
+ Review and trade client account portfolios, manage orders, and execute trades.
+ Manage cash and security activity/drift in client accounts.
+ Handle client account requests and maintenance.
+ Align client accounts for Manager Model Trades.
+ **Knowledge and Oversight:**
+ Maintain a comprehensive understanding of investment solutions utilized within Wealth Management Advisory Solutions (WMAS), including mutual funds, exchange-traded funds, structured notes, hedge funds, and separately managed accounts.
+ Perform account oversight for model drift and strategy deviation.
+ **Client and Internal Relationship Management:**
+ Manage internal client relationships with Solutions Product Teams and Investors.
+ Collaborate with various business partners (Technology, Managed Product Operations, Product Teams) to develop new business processes/systems/applications, focusing on building automation, scale, and efficiencies.
**Essential Skills/Qualifications:**
+ Strong interest in and knowledge of financial markets and instruments.
+ High attention to detail and consistently demonstrates good judgment in risk and controls.
+ Ability to prioritize work independently and act with urgency to deliver accurate, timely results.
+ Capable of multitasking and thriving in a fast-paced, growing environment.
+ Demonstrates accountability and responsibility for actions and results.
+ Strong interpersonal and teamwork skills.
+ Proficiency in Python, including experience with libraries such as Pandas and NumPy for data analysis, insights, and automation.
+ Ability to utilize JPM AI resources and applications effectively.
+ Previous experience in alternatives, trading, or managed discretionary accounts implementation/management.
**Requirements:**
+ Bachelor's degree.
+ 2+ years of experience in the financial services industry, with a preference for Private Wealth Management experience.
This position offers an exciting opportunity to work in a dynamic environment, contributing to the success of J.P. Morgan's wealth management services. We are looking for someone who is curious, eager to innovate, and ready to grow with us. If you are passionate about financial markets and have the skills and experience outlined above, we encourage you to apply.
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