Asset Management - Real Estate Investment Specialist West Coast - Executive Director

Los Angeles, CA
Permanent
Full-time

5 days ago

Job Category: Client AdvisoryJob Description:J.P. Morgan Asset & Wealth Management, managing over $2 trillion in client assets, is a global leader in investment and wealth management. Serving institutions, high-net-worth team members, and retail investors worldwide, the division offers comprehensive investment management across all major asset classes. With nearly $70 billion in AUM, the Real Estate Americas platform stands out for its strategic relationships and market leadership, supported by a team of over 230 professionals. Our expertise covers core real estate to opportunistic strategies, across the capital stack, and includes diverse fund offerings for defined contribution plans.Job Summary:As an Asset Management - Real Estate Investment Specialist West Coast - Executive Director within the Real Estate Americas team, you will play a lead role in prospecting for new clients, deepening existing client and consultant relationships, and creating and providing thought leadership. You will report to the Head of US Client Strategy for Core & Core Plus Funds.Job Responsibilities:

Growing and maintaining our Real Estate Americas book of business with our U.S. client base (including corporate pension funds, state and government sponsored investment funds, insurance companies, endowments and foundations, as well as other investors).
Initiating relationships with new clients, expanding number of mandates with existing clients, garnering additional commitments for existing mandates as well as maintaining existing mandates.
Manage existing client relationships with the goal of creating strategic partnerships by deepening and expanding the assets we manage on their behalf.
Establishing an annual strategic plan, maintaining regular contact with key client representatives, including field consultants, delivering very clear and concise account reviews, including thoughtful interpretations of near term economic and other relevant external events.
Understanding client investment goals and objectives and providing thought leadership on solutions to meet their investment objectives.
Delivering the platform and firm resources to the client.
Keeping abreast of the competitor landscape and providing insights and driving messaging on how to position our strategies to best compete.
Establish excellent collaborative working relationships with the Client and Consultant Advisor teams, investment teams, research, portfolio managers, investor relations, product development and other key stakeholders across the firm.
Pursue new business opportunities which fit with our business platform and model, identifying the investment organizations which are prospects for our products and services and establish relationships with senior investment professionals at these organizations

Required Qualifications, Capabilities and skills:

Minimum 7+ years of experience successfully raising capital for real estate investment strategies or equivalent investment experience
Network of relationships with Western U.S. institutional real estate investors
Ability to deliver concise, persuasive, and technically sound new business presentations and investment reviews including market outlook, fund/portfolio and underlying investments
Excellent written and oral communication skills and intellectual curiosity in the subject matter
Strong relationship building skills applicable to existing clients, prospective clients and internal stakeholders across Real Estate Americas and the broader firm
Strong understanding of regional economic forecasts and the ability to interpret them relative to the performance of all products being represented by this team
Ability to incorporate current economic forecast information from internal and external sources into asset class and fund positioning communications
Working knowledge of portfolio construction and strategic asset allocation
Strong work ethic, results oriented and willingness to travel
Highest ethical values in professional and personal conduct
Undergraduate degree in business or related field

Preferred Qualifications, Capabilities and skills:

Series 3, 7 and 63 certifications (or willingness to achieve)
Higher level of education preferred, MBA/CFA

FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.About Us: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 for more information about requesting an accommodation.JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/VeteransAbout the Team:J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

JPMorgan Chase

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