Chase · 1 day ago
Asset Management - Institutional Real Estate Investment Specialist (East Coast) - Executive Director
390 Madison Ave, New York, NY, 10017, US
Full-time
Onsite
Mid, Senior Level
$200K/yr - $350K/yr
7+ years expJ.P. Morgan Asset & Wealth Management is a global leader in investment and wealth management, managing over $2 trillion in client assets. The Executive Director - Institutional Real Estate Investment Specialist will lead efforts in prospecting new clients and deepening existing relationships within the Real Estate Americas team.
BankingFinancial Services
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
Qualification
Required
Minimum 7+ years of experience successfully raising capital for real estate investment strategies or equivalent investment experience
Network of relationships with Eastern 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
Series 3, 7 and 63 certifications (or willingness to achieve)
Higher level of education preferred, MBA/CFA
Benefits
Comprehensive health care coverage
On-site health and wellness centers
A retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching
Company
Chase
Chase provides broad range of financial services. It is a sub-organization of JP Morgan Chase.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Mike McDonnell
Managing Director, Head of Chase Travel Platform Product
Nicole Sanchez
Managing Director, Consumer Bank, GM and Product Executive, Growth Financial Products
Recent News
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