Capital Advisory Group - Capital Introduction - Associate

Location: New York, NY, United States

Job Family: Associates

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 Capital Advisory Group within our Global Sales & Marketing division plays a pivotal role in connecting alternative investment managers with capital sources, driving growth in the dynamic world of hedge funds, private equity, and other alternative assets. As an Associate in Capital Introduction, you will join a high-performing team in New York, NY, where you will leverage JP Morgan's unparalleled network to facilitate meaningful introductions and advisory services. This role offers the opportunity to contribute to strategic initiatives that enhance our position as a trusted partner in the financial services industry, working alongside experts who shape the future of capital markets. In this position, you will be responsible for sourcing and qualifying investment managers, building relationships with sophisticated investors, and executing capital introduction strategies that align with JP Morgan Chase's commitment to excellence and integrity. You will collaborate closely with cross-functional teams, including Prime Services and Institutional Sales, to deliver customized solutions that meet client needs while adhering to the highest regulatory standards. Your analytical prowess will be key in performing due diligence, market research, and preparing compelling materials that drive successful outcomes. This is an ideal role for a motivated professional passionate about alternative investments and eager to make an impact in a prestigious institution like JP Morgan Chase. We value diverse perspectives and foster an inclusive environment where innovation thrives. Joining JP Morgan Chase means access to world-class resources, continuous learning opportunities, and a culture that rewards bold thinking. If you have a strong foundation in financial services and a drive to excel in capital advisory, this Associate role in our Capital Introduction team will provide the platform to advance your career while contributing to the firm's legacy of leadership in global finance.

Key Responsibilities

• Identify and engage with emerging and established alternative investment managers to introduce capital raising opportunities
• Build and maintain relationships with institutional investors, family offices, and high-net-worth individuals to facilitate capital introductions
• Collaborate with JP Morgan Chase's internal teams, including Prime Services and Investment Banking, to deliver tailored advisory solutions
• Conduct market analysis and due diligence on potential investment managers to ensure alignment with client needs and regulatory standards
• Develop and execute capital introduction strategies that drive business growth for JP Morgan Chase's Capital Advisory Group
• Prepare pitch materials, presentations, and reports to support client meetings and capital raising efforts
• Monitor industry trends in alternative investments and provide insights to enhance JP Morgan's market positioning
• Ensure compliance with SEC, FINRA, and internal JP Morgan policies in all advisory activities
• Participate in client events, industry conferences, and networking opportunities to expand JP Morgan's footprint in capital markets
• Track and report on key performance metrics related to capital introductions and advisory engagements

Required Qualifications

• Bachelor's degree in Finance, Economics, Business Administration, or a related field
• Minimum of 3-5 years of experience in capital markets, private equity, hedge funds, or investment banking
• Strong understanding of financial instruments, capital raising processes, and regulatory requirements in the financial services industry
• Proven track record in client relationship management and business development within a financial institution
• Excellent analytical skills with proficiency in financial modeling and data analysis
• Series 7 and Series 63 licenses or equivalent (or willingness to obtain)
• Ability to thrive in a fast-paced, high-stakes environment at a leading global bank like JP Morgan Chase

Preferred Qualifications

• MBA or advanced degree in Finance or related field
• Experience in capital introduction services or prime brokerage within a top-tier investment bank
• Knowledge of alternative investments, including hedge funds and private equity structures
• Prior exposure to JP Morgan Chase's Global Sales & Marketing division or similar teams
• Fluency in additional languages relevant to international client bases

Required Skills

• Financial modeling and valuation techniques
• Capital markets knowledge
• Client relationship management
• Business development and sales acumen
• Analytical and problem-solving abilities
• Regulatory compliance expertise (SEC/FINRA)
• Presentation and communication skills
• Data analysis using Excel or similar tools
• Networking and stakeholder engagement
• Project management in fast-paced settings
• Understanding of hedge funds and private equity
• Risk assessment and due diligence
• Strategic thinking for advisory services
• Adaptability to market changes
• Team collaboration across global teams

Benefits

• Competitive base salary and performance-based bonus structure
• Comprehensive health, dental, and vision insurance plans
• 401(k) retirement savings plan with generous company matching
• Paid time off, including vacation, sick days, and parental leave
• Professional development programs and tuition reimbursement for advanced education
• Employee stock purchase plan and access to JP Morgan's wellness initiatives
• Global mobility opportunities within JP Morgan Chase's international network
• On-site fitness centers and subsidized commuting benefits in New York

JP Morgan Chase is an equal opportunity employer.