Alternative Investments CFO Team - Vice President

Location: Plano, TX, United States

Job Family: Business Management

About the Role

At JP Morgan Chase, we are a leading global financial services firm with a proud history of innovation and client-focused solutions. The Alternative Investments CFO Team - Vice President role within our Asset & Wealth Management division offers an exciting opportunity to partner with senior leadership in maximizing our alternatives platform. Based in Plano, TX, this position is pivotal in expanding our capabilities across private equity, hedge funds, real estate, and other alternative assets, while growing our esteemed client base. As a Vice President, you will play a key role in shaping the financial strategy that drives sustainable growth and positions JP Morgan Chase as the premier partner for institutional and high-net-worth clients seeking sophisticated investment solutions. In this business management role, you will lead financial operations that support the dynamic alternatives ecosystem at JP Morgan Chase. Responsibilities include developing robust financial models, overseeing budgeting and forecasting processes, and delivering insightful analysis to inform executive decisions. You will collaborate with investment teams, risk managers, and compliance experts to ensure our platforms operate with precision and foresight, navigating complex regulatory landscapes and market volatilities. Your contributions will directly impact our ability to innovate, such as through new fund launches or strategic alliances, all while upholding the highest standards of integrity and client trust that define JP Morgan Chase. We seek a seasoned finance professional with a passion for alternatives and a proven ability to thrive in a collaborative, high-performance culture. This role demands not only technical expertise but also strategic vision to help propel our Asset & Wealth Management business forward. Joining JP Morgan Chase means becoming part of a global network that values diversity, professional growth, and impactful work. If you are ready to lead financial excellence in one of the most exciting areas of finance, apply today to contribute to our legacy of excellence.

Key Responsibilities

• Partner closely with Asset & Wealth Management Alternatives leadership to develop and execute financial strategies that maximize platform capabilities and drive client base expansion
• Lead the preparation of financial plans, budgets, and forecasts for alternative investments portfolios, ensuring alignment with JP Morgan Chase's overall business objectives
• Oversee financial reporting, variance analysis, and performance metrics for alternative investment products, including private equity, hedge funds, and real assets
• Collaborate with cross-functional teams to support business development initiatives, such as new product launches and market entry strategies
• Manage risk assessment and compliance efforts related to financial operations in the alternatives sector, adhering to regulatory standards
• Provide strategic financial advice to senior leadership on investment opportunities, cost optimization, and revenue growth tactics
• Drive process improvements in financial operations, leveraging technology to enhance efficiency and accuracy
• Mentor and develop a team of finance professionals, fostering a culture of innovation and excellence within JP Morgan Chase
• Conduct due diligence and financial modeling for potential acquisitions or partnerships in the alternatives space
• Monitor industry trends and competitive landscapes to inform strategic decision-making and platform enhancements

Required Qualifications

• Bachelor's degree in Finance, Accounting, Business Administration, or a related field; MBA or advanced degree preferred
• 10+ years of progressive finance experience in alternative investments, asset management, or wealth management sectors
• Certified Public Accountant (CPA) or Chartered Financial Analyst (CFA) designation
• Proven track record in financial planning, budgeting, and forecasting within a large financial institution
• Deep understanding of alternative investments including private equity, hedge funds, real estate, and infrastructure
• Experience leading cross-functional teams in a high-stakes financial environment
• Strong knowledge of regulatory requirements such as SEC, FINRA, and GAAP/IFRS standards

Preferred Qualifications

• Experience working at a bulge-bracket investment bank or major asset manager like JP Morgan Chase
• Background in strategic finance roles supporting business expansion and platform growth
• Familiarity with technology-driven financial tools and data analytics in alternatives
• Prior involvement in mergers, acquisitions, or joint ventures in the alternatives space
• Advanced proficiency in financial modeling software and ERP systems

Required Skills

• Financial modeling and valuation techniques
• Budgeting and forecasting expertise
• Strategic planning and business acumen
• Regulatory compliance knowledge (SEC, FINRA)
• Risk management and analysis
• Leadership and team management
• Communication and stakeholder engagement
• Data analytics and financial reporting tools (e.g., Excel, Tableau)
• Knowledge of alternative investments (PE, HF, RE)
• Project management skills
• Problem-solving and decision-making
• Adaptability in fast-paced environments
• Attention to detail and accuracy
• Negotiation and partnership building
• Proficiency in ERP systems like SAP or Oracle

Benefits

• Competitive base salary and performance-based annual bonus
• Comprehensive health, dental, and vision insurance plans
• 401(k) retirement savings plan with generous company matching contributions
• Paid time off, including vacation, sick days, and parental leave
• Professional development programs, including tuition reimbursement and leadership training
• Employee stock purchase plan and access to JP Morgan Chase's global mobility opportunities
• Wellness programs with gym memberships, mental health support, and financial wellness resources
• Hybrid work arrangements and relocation assistance for eligible roles

JP Morgan Chase is an equal opportunity employer.