3,166 Investments jobs in the United States
Wealth Management, Alternative Investments Global Product Owner, Vice President
Posted 16 days ago
Job Viewed
Job Description
Role description: He/she will lead the strategy, design, and execution of key initiatives across the end-to-end Alternative Investments value chain to achieve business goals of simplifying the client & advisor experience and scaling target operating models on modern technology solutions.
**Job Responsibilities:** The ideal candidate leverages a commercial mindset, demonstrates superior analytical skills including data management, and is an effective change leader.
+ **Define Product Strategy** : Sets product vision connecting client/advisor needs with business goals. Understands current state including product offering, regional differences, and areas of improvement; Defines end state, target operating model and product roadmap. Effectively considers cost benefit analysis, including build vs. buy.
+ **Understand client and advisor needs.** Develop a detailed understanding of the competitive & market landscapeincluding vendor / fintech offerings, to inform our product capability offering and respective strategic roadmaps.
+ **Planning and Execution:** Lead and deliver annual and quarterly investment plans and execution of all planned milestones; timely reporting of forecasted variances to plan with risk mitigation as required.
+ **Leads and coach product managers, design and technology team members** to achieve results across all aspects of the product development lifecycle: current state usage & performance, feedback gathering, prioritization, execution & communication of enhancements.
+ **Deliver via agile methodologies** including backlog grooming, quarterly planning, spring planning and showcases.
+ **Market product to key stakeholders:** drive adoption; prepare communications materials to learning and training partners and leverage existing communication channels (Morning Meeting, Digital Download, newsletters, etc.).
**Product Documentation & Governance: Ensure comprehensive and up-to-date documentation of product features, requirements, and development processes which support ongoing product development.** Ensure firmwide governance is adhered to in the product development lifecycle.
**Required Qualifications, Capabilities and Skills:**
+ **Demonstrates values and diversity & inclusion** principles and perspectives.
+ **Alternatives Subject Matter Expertise** - Alternatives experience, especially in reporting / data distribution, analytics, channels, vendor offerings and client facing technology.
+ **Lean reengineering skills** and **change leadership skills** with significant experience leading & implementing complex, global programs.
+ **Strong written and oral communication skills**
+ **Stakeholder management and influencing skills** given global matrix / cross-Functional nature of the role.
+ **Experience visualizing data with strong analytical / quantitative skills** , using programs such as Tableau, Alteryx, Microsoft Office Excel & PowerPoint.
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 $122,550.00 - $201,000.00 / year
Wealth Management, Alternative Investments Global Product Owner, Vice President
Posted 17 days ago
Job Viewed
Job Description
Role description: He/she will lead the strategy, design, and execution of key initiatives across the end-to-end Alternative Investments value chain to achieve business goals of simplifying the client & advisor experience and scaling target operating models on modern technology solutions.
Job Responsibilities: The ideal candidate leverages a commercial mindset, demonstrates superior analytical skills including data management, and is an effective change leader.
- Define Product Strategy : Sets product vision connecting client/advisor needs with business goals. Understands current state including product offering, regional differences, and areas of improvement; Defines end state, target operating model and product roadmap. Effectively considers cost benefit analysis, including build vs. buy.
- Understand client and advisor needs. Develop a detailed understanding of the competitive & market landscapeincluding vendor / fintech offerings, to inform our product capability offering and respective strategic roadmaps.
- Planning and Execution: Lead and deliver annual and quarterly investment plans and execution of all planned milestones; timely reporting of forecasted variances to plan with risk mitigation as required.
- Leads and coach product managers, design and technology team members to achieve results across all aspects of the product development lifecycle: current state usage & performance, feedback gathering, prioritization, execution & communication of enhancements.
- Deliver via agile methodologies including backlog grooming, quarterly planning, spring planning and showcases.
- Market product to key stakeholders: drive adoption; prepare communications materials to learning and training partners and leverage existing communication channels (Morning Meeting, Digital Download, newsletters, etc.).
Product Documentation & Governance: Ensure comprehensive and up-to-date documentation of product features, requirements, and development processes which support ongoing product development. Ensure firmwide governance is adhered to in the product development lifecycle.
Required Qualifications, Capabilities and Skills:
- Demonstrates values and diversity & inclusion principles and perspectives.
- Alternatives Subject Matter Expertise - Alternatives experience, especially in reporting / data distribution, analytics, channels, vendor offerings and client facing technology.
- Lean reengineering skills and change leadership skills with significant experience leading & implementing complex, global programs.
- Strong written and oral communication skills
- Stakeholder management and influencing skills given global matrix / cross-Functional nature of the role.
- Experience visualizing data with strong analytical / quantitative skills , using programs such as Tableau, Alteryx, Microsoft Office Excel & PowerPoint.
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 $122,550.00 - $201,000.00 / year
Senior Investments Manager, AWS Startup Investments, AWS Activate Investments

Posted 16 days ago
Job Viewed
Job Description
Are you passionate about helping startups succeed? Join us in shaping how startups leverage AWS to build and scale their businesses. As a Tech Business Development Leader on the AWS Startup Investments team, you'll pioneer a portfolio of promotional investment initiatives and offerings that provide startups with the resources they need at critical growth stages.
In this role, you'll be an architect of our credit and cash promotional offerings, designing solutions that help startups migrate, build, test, and assess their solutions on AWS. You'll work at the intersection of technology and business, collaborating with AWS Startup Sales and Partner teams to create and deploy strategic offers that drive startup success. Your impact will be felt across our global ecosystem as you manage promotional campaigns, set eligibility criteria, and optimize annual budgets.
We're looking for a leader who brings together deep business acumen and technical curiosity. Your background should showcase extensive experience in business development, finance, and startups, coupled with an eagerness to deepen your AWS Cloud knowledge. You thrive in environments where you can apply both analytical rigor and creative thinking to solve complex problems.
Success in this role requires more than just individual excellence; you'll also need to be a master of collaboration. You'll work across geographical and organizational boundaries, uniting diverse teams around common goals. Whether you're presenting to executives or working with sales teams, your communication skills and strategic mindset will help you build consensus and drive results.
The ideal candidate is someone who takes ownership, embraces ambiguity, and approaches challenges with resourcefulness. You have a proven track record of launching successful, metrics-driven initiatives and can point to tangible business outcomes from your work. Most importantly, you understand that your role is about more than just managing investment strategies, it's about accelerating the success of startups and contributing to AWS's leadership in the startup space.
If you're ready to make a significant impact on the startup ecosystem while working with cutting-edge technology and diverse teams, we want to hear from you. Join us in shaping the future of how startups build and scale on AWS.
Key job responsibilities
This is an individual contributor role, however you will serve as the Global Investments Manager for startup-focused initiatives at AWS that require cross-team influence. Your role will include but is not limited to:
- Work backwards from the startup customer and deep dive to solve unique startup problems.
- Identify clear barriers to startups' adoption of AWS Cloud and refine the offer scope to seamlessly remove all barriers, while delivering excellent customer experience.
- Build a portfolio of promotional investment initiatives for all startups globally. It is key for you to be able to think through delivery of the investment offerings - both internal and customer facing - across all geographies.
- Serve as the chief evangelist for your portfolio of promotional investments. As an internal facing resource, create clear collateral and content to create awareness of your portfolio among all key stakeholders.
- Define key results for your initiatives - both for startup customers and AWS. Set goals, define metrics, and create reporting that demonstrates progress.
- Work with leadership teams to continue to refine and grow the scope of the portfolio. Strike a balance between driving global standardization and catering to regional differences.
- Work with the Partner team to support projects and provide hands-on-keyboard support for key technical projects.
- Create mechanisms to constantly understand 'Voice of Customer' through surveys and internal feedback from startup-facing team members.
About the team
Diverse Experiences
Amazon values diverse experiences. Even if you do not meet all of the preferred qualifications and skills listed in the job description, we encourage candidates to apply. If your career is just starting, hasn't followed a traditional path, or includes alternative experiences, don't let it stop you from applying.
Why AWS
Amazon Web Services (AWS) is the world's most comprehensive and broadly adopted cloud platform. We pioneered cloud computing and never stopped innovating - that's why customers from the most successful startups to Global 500 companies trust our robust suite of products and services to power their businesses.
Work/Life Balance
We value work-life harmony. Achieving success at work should never come at the expense of sacrifices at home, which is why flexible work hours and arrangements are part of our culture. When we feel supported in the workplace and at home, there's nothing we can't achieve in the cloud.
Inclusive Team Culture
Here at AWS, it's in our nature to learn and be curious. Our employee-led affinity groups foster a culture of inclusion that empower us to be proud of our differences. Ongoing events and learning experiences, including our Conversations on Race and Ethnicity (CORE) and AmazeCon (gender diversity) conferences, inspire us to never stop embracing our uniqueness.
Mentorship and Career Growth
We're continuously raising our performance bar as we strive to become Earth's Best Employer. That's why you'll find endless knowledge-sharing, mentorship and other career-advancing resources here to help you develop into a better-rounded professional.
Basic Qualifications
- 5+ years of developing, negotiating and executing business agreements experience
- 5+ years of professional or military experience
- Bachelor's degree
- Knowledge of publisher ad tech stacks and/or advertising technology
- Experience developing strategies that influence leadership decisions at the organizational level
- Experience managing programs across cross functional teams, building processes and coordinating release schedules
- Experience selling enterprise software or cloud-based applications
- Experience explaining complex technical concepts to various business and technical audiences
- Experience presenting to both technical and non-technical executive audiences
Preferred Qualifications
- Experience interpreting data and making business recommendations
- Experience identifying, negotiating, and executing complex legal agreements
Amazon is an equal opportunity employer and does not discriminate on the basis of protected veteran status, disability, or other legally protected status.
Our inclusive culture empowers Amazonians to deliver the best results for our customers. If you have a disability and need a workplace accommodation or adjustment during the application and hiring process, including support for the interview or onboarding process, please visit for more information. If the country/region you're applying in isn't listed, please contact your Recruiting Partner.
Our compensation reflects the cost of labor across several US geographic markets. The base pay for this position ranges from $133,200/year in our lowest geographic market up to $220,200/year in our highest geographic market. Pay is based on a number of factors including market location and may vary depending on job-related knowledge, skills, and experience. Amazon is a total compensation company. Dependent on the position offered, equity, sign-on payments, and other forms of compensation may be provided as part of a total compensation package, in addition to a full range of medical, financial, and/or other benefits. For more information, please visit . This position will remain posted until filled. Applicants should apply via our internal or external career site.
Senior Investments Manager, AWS Startup Investments, AWS Activate Investments

Posted 16 days ago
Job Viewed
Job Description
Are you passionate about helping startups succeed? Join us in shaping how startups leverage AWS to build and scale their businesses. As a Tech Business Development Leader on the AWS Startup Investments team, you'll pioneer a portfolio of promotional investment initiatives and offerings that provide startups with the resources they need at critical growth stages.
In this role, you'll be an architect of our credit and cash promotional offerings, designing solutions that help startups migrate, build, test, and assess their solutions on AWS. You'll work at the intersection of technology and business, collaborating with AWS Startup Sales and Partner teams to create and deploy strategic offers that drive startup success. Your impact will be felt across our global ecosystem as you manage promotional campaigns, set eligibility criteria, and optimize annual budgets.
We're looking for a leader who brings together deep business acumen and technical curiosity. Your background should showcase extensive experience in business development, finance, and startups, coupled with an eagerness to deepen your AWS Cloud knowledge. You thrive in environments where you can apply both analytical rigor and creative thinking to solve complex problems.
Success in this role requires more than just individual excellence; you'll also need to be a master of collaboration. You'll work across geographical and organizational boundaries, uniting diverse teams around common goals. Whether you're presenting to executives or working with sales teams, your communication skills and strategic mindset will help you build consensus and drive results.
The ideal candidate is someone who takes ownership, embraces ambiguity, and approaches challenges with resourcefulness. You have a proven track record of launching successful, metrics-driven initiatives and can point to tangible business outcomes from your work. Most importantly, you understand that your role is about more than just managing investment strategies, it's about accelerating the success of startups and contributing to AWS's leadership in the startup space.
If you're ready to make a significant impact on the startup ecosystem while working with cutting-edge technology and diverse teams, we want to hear from you. Join us in shaping the future of how startups build and scale on AWS.
Key job responsibilities
This is an individual contributor role, however you will serve as the Global Investments Manager for startup-focused initiatives at AWS that require cross-team influence. Your role will include but is not limited to:
- Work backwards from the startup customer and deep dive to solve unique startup problems.
- Identify clear barriers to startups' adoption of AWS Cloud and refine the offer scope to seamlessly remove all barriers, while delivering excellent customer experience.
- Build a portfolio of promotional investment initiatives for all startups globally. It is key for you to be able to think through delivery of the investment offerings - both internal and customer facing - across all geographies.
- Serve as the chief evangelist for your portfolio of promotional investments. As an internal facing resource, create clear collateral and content to create awareness of your portfolio among all key stakeholders.
- Define key results for your initiatives - both for startup customers and AWS. Set goals, define metrics, and create reporting that demonstrates progress.
- Work with leadership teams to continue to refine and grow the scope of the portfolio. Strike a balance between driving global standardization and catering to regional differences.
- Work with the Partner team to support projects and provide hands-on-keyboard support for key technical projects.
- Create mechanisms to constantly understand 'Voice of Customer' through surveys and internal feedback from startup-facing team members.
About the team
Diverse Experiences
Amazon values diverse experiences. Even if you do not meet all of the preferred qualifications and skills listed in the job description, we encourage candidates to apply. If your career is just starting, hasn't followed a traditional path, or includes alternative experiences, don't let it stop you from applying.
Why AWS
Amazon Web Services (AWS) is the world's most comprehensive and broadly adopted cloud platform. We pioneered cloud computing and never stopped innovating - that's why customers from the most successful startups to Global 500 companies trust our robust suite of products and services to power their businesses.
Work/Life Balance
We value work-life harmony. Achieving success at work should never come at the expense of sacrifices at home, which is why flexible work hours and arrangements are part of our culture. When we feel supported in the workplace and at home, there's nothing we can't achieve in the cloud.
Inclusive Team Culture
Here at AWS, it's in our nature to learn and be curious. Our employee-led affinity groups foster a culture of inclusion that empower us to be proud of our differences. Ongoing events and learning experiences, including our Conversations on Race and Ethnicity (CORE) and AmazeCon (gender diversity) conferences, inspire us to never stop embracing our uniqueness.
Mentorship and Career Growth
We're continuously raising our performance bar as we strive to become Earth's Best Employer. That's why you'll find endless knowledge-sharing, mentorship and other career-advancing resources here to help you develop into a better-rounded professional.
Basic Qualifications
- 5+ years of developing, negotiating and executing business agreements experience
- 5+ years of professional or military experience
- Bachelor's degree
- Knowledge of publisher ad tech stacks and/or advertising technology
- Experience developing strategies that influence leadership decisions at the organizational level
- Experience managing programs across cross functional teams, building processes and coordinating release schedules
- Experience selling enterprise software or cloud-based applications
- Experience explaining complex technical concepts to various business and technical audiences
- Experience presenting to both technical and non-technical executive audiences
Preferred Qualifications
- Experience interpreting data and making business recommendations
- Experience identifying, negotiating, and executing complex legal agreements
Amazon is an equal opportunity employer and does not discriminate on the basis of protected veteran status, disability, or other legally protected status.
Our inclusive culture empowers Amazonians to deliver the best results for our customers. If you have a disability and need a workplace accommodation or adjustment during the application and hiring process, including support for the interview or onboarding process, please visit for more information. If the country/region you're applying in isn't listed, please contact your Recruiting Partner.
Our compensation reflects the cost of labor across several US geographic markets. The base pay for this position ranges from $133,200/year in our lowest geographic market up to $220,200/year in our highest geographic market. Pay is based on a number of factors including market location and may vary depending on job-related knowledge, skills, and experience. Amazon is a total compensation company. Dependent on the position offered, equity, sign-on payments, and other forms of compensation may be provided as part of a total compensation package, in addition to a full range of medical, financial, and/or other benefits. For more information, please visit . This position will remain posted until filled. Applicants should apply via our internal or external career site.
Senior Investments Manager, AWS Startup Investments, AWS Activate Investments

Posted 16 days ago
Job Viewed
Job Description
Are you passionate about helping startups succeed? Join us in shaping how startups leverage AWS to build and scale their businesses. As a Tech Business Development Leader on the AWS Startup Investments team, you'll pioneer a portfolio of promotional investment initiatives and offerings that provide startups with the resources they need at critical growth stages.
In this role, you'll be an architect of our credit and cash promotional offerings, designing solutions that help startups migrate, build, test, and assess their solutions on AWS. You'll work at the intersection of technology and business, collaborating with AWS Startup Sales and Partner teams to create and deploy strategic offers that drive startup success. Your impact will be felt across our global ecosystem as you manage promotional campaigns, set eligibility criteria, and optimize annual budgets.
We're looking for a leader who brings together deep business acumen and technical curiosity. Your background should showcase extensive experience in business development, finance, and startups, coupled with an eagerness to deepen your AWS Cloud knowledge. You thrive in environments where you can apply both analytical rigor and creative thinking to solve complex problems.
Success in this role requires more than just individual excellence; you'll also need to be a master of collaboration. You'll work across geographical and organizational boundaries, uniting diverse teams around common goals. Whether you're presenting to executives or working with sales teams, your communication skills and strategic mindset will help you build consensus and drive results.
The ideal candidate is someone who takes ownership, embraces ambiguity, and approaches challenges with resourcefulness. You have a proven track record of launching successful, metrics-driven initiatives and can point to tangible business outcomes from your work. Most importantly, you understand that your role is about more than just managing investment strategies, it's about accelerating the success of startups and contributing to AWS's leadership in the startup space.
If you're ready to make a significant impact on the startup ecosystem while working with cutting-edge technology and diverse teams, we want to hear from you. Join us in shaping the future of how startups build and scale on AWS.
Key job responsibilities
This is an individual contributor role, however you will serve as the Global Investments Manager for startup-focused initiatives at AWS that require cross-team influence. Your role will include but is not limited to:
- Work backwards from the startup customer and deep dive to solve unique startup problems.
- Identify clear barriers to startups' adoption of AWS Cloud and refine the offer scope to seamlessly remove all barriers, while delivering excellent customer experience.
- Build a portfolio of promotional investment initiatives for all startups globally. It is key for you to be able to think through delivery of the investment offerings - both internal and customer facing - across all geographies.
- Serve as the chief evangelist for your portfolio of promotional investments. As an internal facing resource, create clear collateral and content to create awareness of your portfolio among all key stakeholders.
- Define key results for your initiatives - both for startup customers and AWS. Set goals, define metrics, and create reporting that demonstrates progress.
- Work with leadership teams to continue to refine and grow the scope of the portfolio. Strike a balance between driving global standardization and catering to regional differences.
- Work with the Partner team to support projects and provide hands-on-keyboard support for key technical projects.
- Create mechanisms to constantly understand 'Voice of Customer' through surveys and internal feedback from startup-facing team members.
About the team
Diverse Experiences
Amazon values diverse experiences. Even if you do not meet all of the preferred qualifications and skills listed in the job description, we encourage candidates to apply. If your career is just starting, hasn't followed a traditional path, or includes alternative experiences, don't let it stop you from applying.
Why AWS
Amazon Web Services (AWS) is the world's most comprehensive and broadly adopted cloud platform. We pioneered cloud computing and never stopped innovating - that's why customers from the most successful startups to Global 500 companies trust our robust suite of products and services to power their businesses.
Work/Life Balance
We value work-life harmony. Achieving success at work should never come at the expense of sacrifices at home, which is why flexible work hours and arrangements are part of our culture. When we feel supported in the workplace and at home, there's nothing we can't achieve in the cloud.
Inclusive Team Culture
Here at AWS, it's in our nature to learn and be curious. Our employee-led affinity groups foster a culture of inclusion that empower us to be proud of our differences. Ongoing events and learning experiences, including our Conversations on Race and Ethnicity (CORE) and AmazeCon (gender diversity) conferences, inspire us to never stop embracing our uniqueness.
Mentorship and Career Growth
We're continuously raising our performance bar as we strive to become Earth's Best Employer. That's why you'll find endless knowledge-sharing, mentorship and other career-advancing resources here to help you develop into a better-rounded professional.
Basic Qualifications
- 5+ years of developing, negotiating and executing business agreements experience
- 5+ years of professional or military experience
- Bachelor's degree
- Knowledge of publisher ad tech stacks and/or advertising technology
- Experience developing strategies that influence leadership decisions at the organizational level
- Experience managing programs across cross functional teams, building processes and coordinating release schedules
- Experience selling enterprise software or cloud-based applications
- Experience explaining complex technical concepts to various business and technical audiences
- Experience presenting to both technical and non-technical executive audiences
Preferred Qualifications
- Experience interpreting data and making business recommendations
- Experience identifying, negotiating, and executing complex legal agreements
Amazon is an equal opportunity employer and does not discriminate on the basis of protected veteran status, disability, or other legally protected status.
Our inclusive culture empowers Amazonians to deliver the best results for our customers. If you have a disability and need a workplace accommodation or adjustment during the application and hiring process, including support for the interview or onboarding process, please visit for more information. If the country/region you're applying in isn't listed, please contact your Recruiting Partner.
Our compensation reflects the cost of labor across several US geographic markets. The base pay for this position ranges from $133,200/year in our lowest geographic market up to $220,200/year in our highest geographic market. Pay is based on a number of factors including market location and may vary depending on job-related knowledge, skills, and experience. Amazon is a total compensation company. Dependent on the position offered, equity, sign-on payments, and other forms of compensation may be provided as part of a total compensation package, in addition to a full range of medical, financial, and/or other benefits. For more information, please visit . This position will remain posted until filled. Applicants should apply via our internal or external career site.
Associate, Investments
Posted today
Job Viewed
Job Description
Company Description:
Our client is a subsidiary of a real estate investment firm with over $10.2 billion in assets under management. They oversee the planning, development, and management of a diverse real estate portfolio in Southwest Montana, including residential, hospitality, commercial, and workforce housing assets.
At the core of the portfolio are three premier private communities in Big Sky—Yellowstone Club, Spanish Peaks Mountain Club, and Moonlight Basin. Surrounding these are a growing mix of supporting assets, including residential neighborhoods, hotels, mixed-use buildings, and community infrastructure. The firm is also leading the next phase of Big Sky’s Town Center development, which will add new housing, hospitality, and public amenities to the area. Other active projects include a hotel in downtown Bozeman and long-term planning at Crazy Mountain Ranch.
While the firm’s continued success in Southwest Montana, the firm is evaluating growth plans that may include development projects throughout the United States and internationally.
Job Description:
Our client is seeking a highly motivated Associate to join the Investments team. This individual will play a key support role in evaluating real estate opportunities across the firm’s diverse portfolio. The Associate will be expected to own or be a critical contributor to the underwriting, due diligence, and financial modeling processes that inform investment decisions and capital allocation.
This is a hands-on analytical role designed for candidates with strong financial skills, attention to detail, and a desire to grow within the real estate investment field. The Associate will work closely with internal teams including asset management, development, finance, and accounting to support investment execution and portfolio monitoring as well as external consultants, capital partners, and counterparts.
Key Responsibilities:
- Build and own detailed financial models to underwrite real estate investment and development opportunities as well as fund models
- Play a critical role in preparing and presenting investment materials for executive committee review
- Conduct market research and gather competitive intelligence to support underwriting assumptions and strategic planning
- Analyze asset-level performance, budgets, and forecasts in collaboration with the asset management team
- Play a key role in working with external consultants and capital providers for both debt and equity
- Own due diligence efforts, including review of legal, financial, and operational documents
- Assist in preparing materials for capital markets activities and investor updates
- Coordinate with internal stakeholders to compile data, track timelines, and support transaction execution
- Organize and maintain data rooms, models, and supporting documentation for active and prospective investments
Skills & Qualifications:
- 3-5 years of experience in real estate asset management, acquisitions, development, or finance
- Experience with debt and equity capital raise processes and structures
- Advanced proficiency in Microsoft Excel, PowerPoint, and Word
- Experience with real estate financial models or investment analysis
- Analytical mindset with excellent attention to detail and organizational skills
- Effective communication and writing skills for internal and external presentations
- Team player with the ability to work in a fast-paced, collaborative environment
Education:
- Bachelor’s Degree in Real Estate, Business, Finance, Economics, Accounting, or related fields as required
- Additional related experience would be considered in lieu of a completed degree program
Compensation & Benefits:
- Competitive compensation commensurate with experience
- Discretionary annual bonus
- Access to Medical, Dental, Vision, Insurance
- 401(k) plan with matching contributions
- Paid Time Off
- Paid Holidays
- Company Paid Life, Short-Term & Long-Term Disability Insurance
- Health & Wellness Benefit
Wealth Management Solutions. Operational Due Diligence Professional - Private Investments: Associ...

Posted 16 days ago
Job Viewed
Job Description
You would be a member of the Operational Due Diligence team focused on alternative investments.
**Job Responsibilities:**
+ Supporting the operational due diligence process for primarily alternative investment managers and collaborating with the Global Alternatives Investment Solutions due diligence teams
+ Setting up and disseminating operationally focused questionnaires across a range of investment strategies and products
+ Preparing for and participating in operational due diligence meetings with 3rd party investment managers (in person and sometimes virtual); this includes evaluating and forming an opinion on various operational risks such as organizational infrastructure, counterparties and service providers, valuation processes, cyber security, compliance and regulatory issues
+ Reviewing and scoring responses to operational due diligence questionnaires
+ Working collaboratively with control partners in governance, risk, compliance and internal audit
+ Representing the firm in front of C-level executives (COO, CFO, CCO, CTO) at third party fund managers
+ Presenting analyses, findings and opinions at Investment and Governance Committee meetings
**Required Qualifications, Capabilities, and Skills:**
+ You should have experience performing and / or an understanding of how operational due diligence is conducted on investment managers from either working within an audit firm (auditing hedge funds and/or private funds) or working in the operations and / or audit departments of an asset management firm or in an operational due diligence role, or a combination of these roles.
+ Solid understanding of financial markets and various security types, as well as a solid understanding of investment strategies and fund structures
+ Advanced proficiency in using Microsoft Office programs including Excel & Power Point, and exceptional organisational and analytical skills
+ Investigative skills and attention to detail
+ Ability to work effectively in a team environment, with strong teamwork and interpersonal skills
+ Strong written, presentation, and communication skills
+ Strong initiative, energy and confidence completing assignments
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 $90,000.00 - $160,000.00 / year
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Wealth Management Solutions. Operational Due Diligence Professional - Private Investments: Associ...
Posted 4 days ago
Job Viewed
Job Description
You would be a member of the Operational Due Diligence team focused on alternative investments.
Job Responsibilities:
- Supporting the operational due diligence process for primarily alternative investment managers and collaborating with the Global Alternatives Investment Solutions due diligence teams
- Setting up and disseminating operationally focused questionnaires across a range of investment strategies and products
- Preparing for and participating in operational due diligence meetings with 3rd party investment managers (in person and sometimes virtual); this includes evaluating and forming an opinion on various operational risks such as organizational infrastructure, counterparties and service providers, valuation processes, cyber security, compliance and regulatory issues
- Reviewing and scoring responses to operational due diligence questionnaires
- Working collaboratively with control partners in governance, risk, compliance and internal audit
- Representing the firm in front of C-level executives (COO, CFO, CCO, CTO) at third party fund managers
- Presenting analyses, findings and opinions at Investment and Governance Committee meetings
Required Qualifications, Capabilities, and Skills:
- You should have experience performing and / or an understanding of how operational due diligence is conducted on investment managers from either working within an audit firm (auditing hedge funds and/or private funds) or working in the operations and / or audit departments of an asset management firm or in an operational due diligence role, or a combination of these roles.
- Solid understanding of financial markets and various security types, as well as a solid understanding of investment strategies and fund structures
- Advanced proficiency in using Microsoft Office programs including Excel & Power Point, and exceptional organisational and analytical skills
- Investigative skills and attention to detail
- Ability to work effectively in a team environment, with strong teamwork and interpersonal skills
- Strong written, presentation, and communication skills
- Strong initiative, energy and confidence completing assignments
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 $90,000.00 - $160,000.00 / year
Associate - Alternative Investments
Posted today
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Job Description
Associate - Alternative Investments at Apollo Education Group summary:
The Associate - Alternative Investments at Apollo supports investment accounting and reporting activities, ensuring timely and accurate financial close processes across multiple accounting standards. Responsibilities include preparing regulatory filings, reconciling investment data, liaising with front office teams, and supporting audit requests while continuously improving accounting processes. The role requires strong knowledge of accounting principles, alternative investments, and proficiency in financial systems to maintain compliance and support financial analysis.
Position OverviewApollo is a high-growth, global alternative asset manager. In our asset management business, we seek to provide our clients excess return at every point along the risk-reward spectrum from investment grade to private equity with a focus on three investing strategies: yield, hybrid, and equity. For more than three decades, our investing expertise across our fully integrated platform has served the financial return needs of our clients and provided businesses with innovative capital solutions for growth. Through Athene, our retirement services business, we specialize in helping clients achieve financial security by providing a suite of retirement savings products and acting as a solutions provider to institutions. Our patient, creative, and knowledgeable approach to investing aligns our clients, businesses we invest in, our employees, and the communities we impact, to expand opportunity and achieve positive outcomes.
Come to Apollo and join a community of extraordinary people who are committed to a culture of excellence and collaboration in everything that we do. We invest in our people for the long term and are committed to supporting their development at every stage of their career.
Primary Responsibilities
Work closely with leaders across Finance to ensure investment accounting activities necessary to close the company's books are performed in a timely, efficient, and well controlled manner
- Responsible for supporting the investment accounting and reporting on a US GAAP, US Statutory and Bermuda Statutory basis for Athene USA
- Preparations of quarterly and annual reporting for consolidated US GAAP (10Q & 10K) and unconsolidated US Statutory filings (quarterly and annual footnote disclosures and investment schedules)
- Perform monthly and quarterly reconciliations of investment data to GL for applicable bases of accounting
- Review of investment portfolio activity in the ePAM accounting system using proprietary data warehouse and reporter (ARCHIE)
- Prepare and post journal entries as needed within the close and reconciliation process.
- Liaise with front office and upstream accounting and operations teams to resolve investment data issues
- Assist with all other SEC reporting requirements and respond to Investor/Analyst questions and comments
- Support internal and external audit requests
- Proactively seek to improve existing processes in order to meet new requirements and/or improve operational reliability and efficiency
- Successfully manage the control environment related to Investment Accounting, maintaining/enhancing Investment Accounting process documentation and provide support internal and external audit requests.
- Support the financial analysis of operating results, balance sheets, and other key performance indicators related to annual planning, quarterly forecasting, and analysis against actual results.
- Provide regular updates to investment accounting management keeping them abreast of any issues, shortcomings, or accomplishments of the team.
- Stay abreast of market conditions, investment strategies, the changing accounting literature and regulatory guidance to ensure compliance in accounting and reporting.
- Other relevant projects and tasks, as assigned.
- Bachelor's degree in Accounting/Finance or an equivalent combination of education and experience
- 3-5 years of accounting or analysis experience required
- Advanced Microsoft Excel experience required
- Experience preparing and presenting financial reports is strongly desired
- Proven ability to multi-task and adjust quickly in a fast-paced environment, with the ability to change priorities to meet critical deadlines
- Ability to work independently on assignments of various levels of complexity with minimal direction
- Knowledge of GAAP and Statutory financial accounting regulations preferred
- Knowledge of alternative investment and applicable accounting guidance preferred
- PAM for Investments (PFI), Blackline or other investment accounting systems strongly desired
Our clients rely on our investment acumen to help secure their future. We must never lose our focus and determination to be the best investors and most trusted partners on their behalf. We strive to be:
The leading provider of retirement income solutions to institutions, companies, and individuals.
The leading provider of capital solutions to companies. Our breadth and scale enable us to deliver capital for even the largest projects - and our small firm mindset ensures we will be a thoughtful and dedicated partner to these organizations. We are committed to helping them build stronger businesses.
A leading contributor to addressing some of the biggest issues facing the world today - such as energy transition, accelerating the adoption of new technologies, and social impact - where innovative approaches to investing can make a positive difference.
We are building a unique firm of extraordinary colleagues who:
Outperform expectations
Challenge Convention
Champion Opportunity
Lead responsibly
Drive collaboration
As One Apollo team, we believe that doing great work and having fun go hand in hand, and we are proud of what we can achieve together.
OUR BENEFITS
Apollo relies on its people to keep it a leader in alternative investment management, and the firm's benefit programs are crafted to offer meaningful coverage for both you and your family. Please reach out to your Human Capital Business Partner for more detailed information on specific benefits.
Apollo Global Management Inc. is an equal opportunity/affirmative action employer. The firm and its affiliates do not discriminate in employment because of race, color, religion, gender, national origin, veteran status, disability, age, citizenship, marital or domestic/civil partnership status, sexual orientation, gender identity or expression or because of any other criteria prohibited under controlling federal, state or local law.
Pay Range
$110,000 - $130,000
Apollo Global Management, Inc. (together with its subsidiaries and affiliates) is committed to championing opportunity.
The firm and its affiliates comply with applicable discrimination and equal opportunities legislation in all of its jurisdictions and do not discriminate in employment or recruitment based on race, color, religion, gender, national origin, veteran status, disability, age, citizenship, marital or domestic/civil partnership status, sexual orientation, gender identity or expression or any other protected characteristic under applicable law.
The contents of the qualifications and experience section of this job description are a guideline only. If an applicant can otherwise demonstrate their suitability for the role they will be considered.
The base salary range for this position is listed above. This position is also eligible for a discretionary annual bonus based on personal, team, and Firm performance. Compensation ranges are based on several factors including job function, level, and geographic location. Final offer amounts are determined by multiple factors including candidate experience and expertise, and may vary from the amounts listed here.
Keywords:
alternative investments, investment accounting, financial reporting, US GAAP, statutory accounting, portfolio reconciliation, SEC filings, audit support, investment analysis, financial systems
Associate, Co-Investments
Posted today
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Associate, Co-Investments at Adams Street Partners summary:
The Associate, Co-Investments at Adams Street Partners supports the investment execution process through detailed due diligence, financial modeling, and portfolio monitoring. They analyze investment opportunities, prepare memoranda, and assist in client marketing and fundraising efforts within a global private equity context. This role offers broad exposure to private equity investing across diverse industries and geographies, ideal for candidates with 2-4 years of relevant experience seeking growth in investment management.
Adams Street Partners ("Adams Street") is a global private markets investment manager that has $62 billion in assets under management. The firm is 100% employee-owned, which fosters a positive and unique culture of collaboration, intellectual rigor, integrity, and a commitment to professional development. For the seventh year in a row, Adams Street was named one of Pension & Investments' Best Places to Work in Money Management in 2024.Employees operate as a single global team, integrating the expertise of the firm's investment professionals across five strategies: primary investments, secondary investments, growth equity, private credit, and co-investments. Adams Street is considered a private markets pioneer and was inducted into the Private Equity Hall of Fame in 2000.
The firm was founded more than 50 years ago, and clients include leading public and corporate pension plans, foundations, endowments, insurance companies, registered investment advisors, and high net worth individuals worldwide.
Adams Street has offices in Austin, Beijing, Boston, Chicago, London, Munich, Menlo Park, New York, Seoul, Singapore, Sydney, Tokyo and Toronto.
About the Co-Investment Team
The Co-Investment Team at Adams Street invests directly into companies alongside leading private equity managers. The team has a broad, global mandate that invests in companies of all sizes, industries, and geographies. The firm has been an active co-investor, having committed over $.5 billion to >280 companies since 1989. The team leverages the firm's knowledge base and relationships across the primary, secondary, private credit, and venture/growth teams. The Co-Investment Team's disciplined and balanced approach to investing has generated exceptional long-term returns for our investors.
The Co-Investment team is actively seeking an Associate to function as an integral member of the team with responsibilities including new investment evaluation, deal execution, portfolio monitoring and general team support. The team's co-investment mandate offers candidates a significant level of responsibility and the unique opportunity to be involved in many aspects of investing a highly diversified portfolio varied by industry, geography, and company size. This is an ideal position for a candidate seeking broad private equity exposure with a specific focus on investing directly in companies. Individual responsibilities will include:
- Supporting the investment execution process, including company/industry specific due diligence, analyzing LBO models, and assisting in the preparation of investment memoranda
- Take a lead role in quantitative and qualitative analysis of financial and operating data
- Portfolio monitoring and maintaining internal investment tracking databases
- Supporting fundraising activities and managing client-facing marketing materials
- Providing general team project management support and firm-wide ad hoc projects
- Internal reporting and analysis
- Graduated from a top-tier undergraduate university
- 2-4 years of relevant work experience in private equity, investment banking, buy-side investment analysis, consulting or sponsor finance
- Advanced excel skills with the knowledge of valuation techniques and financial modeling
- Ability to structure and present complex ideas and information in a simple persuasive form, both written and oral
- Strong analytical, modeling, organizational and writing skills
- A professional presence combined with relationship and communication skills to interact effectively with internal and external parties
- A highly motivated, self-starter with the ability to work independently within a team context
NYC Pay Range
125,000- 140,000 USD
Illinois Pay Transparency
125,000- 140,000 USD
Keywords:
private equity, co-investments, financial modeling, due diligence, investment analysis, portfolio monitoring, fundraising support, financial valuation, LBO modeling, private markets