accounting & operations analyst - new york city

administrative assistant - investment banking and capital markets

administrative assistant to investment professionals

administrative assistant, investment banking leadership

alternative investments, global product operations associate

accounting & operations analyst - new york city Jobs in New York

administrative assistant - investment banking and capital markets Jobs in New York

administrative assistant to investment professionals Jobs in New York

administrative assistant, investment banking leadership Jobs in New York

alternative investments, global product operations associate Jobs in New York

alternative investments global product operations associate

JPMorganChase

<div><b>JOB DESCRIPTION</b><p><br>
Within Global Alternative Investment Solutions, diversity is not only a fundamental necessity, but a business imperative and we are committed to building an equitable workforce that represents the communities we serve. We understand the importance of inclusion, work-life balance, and our robust benefits (including comprehensive parental leave offerings, inclusive family building programs, and discounted childcare) reflect the wide-ranging needs of our increasingly diverse workforce. Global Alternative Investment Solutions also fosters a culture of active engagement in our Business Resource Groups (BRGs), which serve as supportive networks for employees to share, develop and create community together.</p><p>
As part of Global Alternative Investment Solutions, the Global Alternative Investment Solutions Product Development group works in conjunction with numerous teams to develop and deliver products for use in the J.P. Morgan Private Bank (PB), JPMorgan Advisors (JPMA) and Chase Wealth Management (CWM) lines of business.
</p><p><b>Team and Position Overview:</b></p><p>
The candidate will be part of the Global Alternative Investment Product Development team with a focus on our Alternatives platform offering. The Global Alternatives Product Development team is responsible for the E2E simplification and scaling of the Alternatives target op model inclusive of key enabling capabilities and differentiating services. The team&rsquo;s role spans the full lifecycle of transformation &ndash; Vision, Strategy, E2E Op Models, Business Case development, Roadmap planning and execution.
</p><p>Role description: The Product Operations Lead is responsible for driving excellence across product governance, communications, and process management. This role oversees the coordination and execution of stakeholder governance forums, as well as annual, quarterly, and monthly planning cycles, and the development of key communications such as newsletters and product launch materials. Acting as the central point for quality control, the individual ensures that best practices are followed for all product releases and training initiatives. The role also includes exploring the integration of product discovery and planning processes into JIRA and implementing feedback mechanisms to support continuous improvement. Success in this position requires strong organizational skills, effective stakeholder management, and the ability to collaborate across product, operations, training, and technology teams to deliver high-quality outcomes.</p><p><b>
Job Responsibilities: </b>The ideal candidate leverages a commercial mindset, demonstrates superior analytical skills including data management, and is an effective change leader.
</p><p>1. Governance Forums Management</p><ul>
<li><b>Coordinate Governance Forums:</b> Facilitate key governance meetings, including Monthly Status Forum, Alts Product Council, and prepare for ad hoc forums such as town halls.</li>
<li><b>Annual &amp; Quarterly Planning:</b> Organize the annual and quarterly planning cycles, ensuring alignment across product teams and stakeholders.</li>
<li><b>Product Status &amp; Health:</b> Oversee monthly forum on product status, health, and OKRs, driving accountability and transparency.</li>
<li><b>Newsletters:</b> Develop and distribute newsletters to communicate key updates and initiatives to stakeholders.</li></ul><p>
2. Communications &amp; Training</p><ul>
<li><b>Product Launch Communications:</b> Serve as the central point and quality control for product launches and releases, ensuring consistent and effective messaging.</li>
<li><b>Monthly Comms Forum:</b> Expand on existing communication best practices and establish a monthly forum to review and plan upcoming communications.</li>
<li><b>Training Coordination:</b> Maintain a cadence with training teams to ensure all training materials are current and aligned with product changes.</li></ul><p>
3. JIRA Planning Improvement</p><ul>
<li><b>JIRA Optimization:</b> Explore the adoption of JIRA dashboards, JIRA Planning, and JIRA Product Discovery to streamline project discovery, planning and execution.</li></ul><p>
4. Feedback Management</p><ul>
<li><b>Feedback Tracking &amp; Actioning:</b> Develop and manage processes for tracking and actioning feedback received from clients and advisors, ensuring continuous improvement and responsiveness to stakeholder needs.</li></ul><p><b>
Required Qualifications, Capabilities and Skills:</b></p><ul>
<li><b>Product Team Experience:</b> Prior experience working on or closely with a product team, with a strong understanding of product development lifecycles, cross-functional collaboration, and the unique challenges and opportunities within product organizations.</li>
<li><b>Experience in Governance and Stakeholder Management:</b> Proven ability to organize, facilitate, and drive outcomes in governance forums, planning cycles, and cross-functional meetings.</li>
<li><b>Strong Communication Skills:</b> Exceptional written and verbal communication skills, with experience developing newsletters, product launch communications, and training materials.</li>
<li><b>PowerPoint Proficiency:</b> Advanced skills in creating, editing, and presenting professional PowerPoint decks for governance forums, newsletters, training sessions, and executive communications. Ability to distill complex information into clear, visually engaging presentations.</li>
<li><b>Project Management Expertise:</b> Demonstrated proficiency in project planning, status reporting, and managing key performance indicators to drive successful outcomes.</li>
<li><b>JIRA Proficiency:</b> Hands-on experience with JIRA board maintenance, dashboard creation, and process optimization; familiarity with JIRA Product Discovery is a plus.</li>
<li><b>Collaboration and Relationship Building:</b> Ability to work effectively with diverse teams, including product, training, technology, and operations groups, fostering a culture of transparency and accountability.</li>
<li><b>Attention to Detail:</b> Strong organizational skills and attention to detail, ensuring high-quality deliverables and effective quality control.</li>
<li><b>Adaptability and Initiative:</b> Comfortable managing ad hoc requests and forums, with a proactive approach to problem-solving and process enhancement.</li>
<li><b>Demonstrates values and diversity &amp; inclusion</b> principles and perspectives.</li></ul>
<b>ABOUT US</b><br>
<div>
<div>JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world&rsquo;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.
</div><p></p><div><p>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.
</p><div><p>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&rsquo; and employees&rsquo; religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.</p>
<p>JPMorgan Chase &amp; Co. is an Equal Opportunity Employer, including Disability/Veterans</p><br>
</div></div></div><br>
<br>
<b>ABOUT THE TEAM</b><br>
<br>
J.P. Morgan Asset &amp; 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.</div>

Alternative Investments, Global Product Operations Associate

Liberty Mutual Insurance

<div><b>Description
</b><p><b>The Company</b></p><p>
Come build on our integrated platform with industry-leading talent, world-class partners, and freedom to innovate.</p><p></p><p><br>
Liberty Mutual Investments (LMI) is the investment firm for Liberty Mutual Group (Liberty). With deep expertise in fixed income, equity, and alternative strategies, LMI invests more than $100B of long-term capital globally, and has a team of nearly 300 investment, finance, and operations professionals located in Boston, MA, and New York, NY. LMI has a clear purpose: drive economic growth, build enduring businesses side-by-side with our partners, and generate superior risk-adjusted returns that secure Liberty&rsquo;s promises.</p><p></p><p><br>
LMI offers the best of both worlds &mdash; the look and feel of a boutique investment firm with the reputation and financial strength of a global leader. As the investment firm of a mutual with long-term capital, LMI has a single client mandate. This gives us the freedom to focus on what we do best.</p><p></p><p><br>
Our portfolio spans a broad spectrum of public and private investments, and we are committed to expanding our capabilities and our toolkit in support of our mission. We invest across diverse asset classes, financial structures, and industries, including real estate, digital infrastructure, healthcare, renewable energy, and technology&mdash;with the aim of creating value and powering innovation. We pride ourselves on our extensive network of mutually beneficial partnerships, and we use our substantial influence, capital, and energy to drive towards a better future. #LMI</p><p></p><p><b><br>
The Position:</b>
</p><p>We are looking for a Product Owner who is customer centric and thinks in risk. Someone who understands how investment risk data flows from source systems into the hands of portfolio managers and CIOs, and who knows how to make that data faster, cleaner, and more actionable through modern analytics, visualizations, and enhanced user experience.</p><p>
You will own the product vision and delivery roadmap for LMI&rsquo;s investment risk reporting and analytics capability across the total portfolio, public markets, private credit, and alternatives, working at the intersection of risk methodology, engineering, and front-end design. Your stakeholders span LMI&rsquo;s four investment business units (Global Liquid Markets, Global Credit Markets, Global Alternative Markets, and Global Strategy &amp; Capital Allocation), making allocation, hedging, and exposure decisions across a $124.7B multi-asset portfolio. The platforms you&rsquo;ll work with include Aladdin, Snowflake, homegrown models, and AI-enabled tooling.</p><p><b>
Why this role is different:</b> You are not inheriting a mature product and keeping the lights on. You are shaping a risk analytics platform from early innings, with executive sponsorship, dedicated Scrum teams, and a clear mandate to build with a cutting edge toolkit. You are empowered with direct access to AI tools like Claude and ChatGPT from the start, with expanding integrations across your data and delivery platforms. As you establish the risk foundation, the scope has an opportunity to expand. This is a role designed to grow with the right person.</p><p><b>
Responsibilities:</b></p><p><b>
Risk Analytics Product Vision &amp; Roadmap</b></p><ul><li><ul><li>
Define and drive the product roadmap for investment risk reporting and analytics across LMI&rsquo;s total portfolio, translating risk framework requirements into prioritized, deliverable features.</li></ul></li><li><ul><li>
Own the end-to-end product lifecycle: discovery, requirements, backlog management, delivery, and iteration based on stakeholder feedback and KPIs.</li></ul></li><li><ul><li>
Partner with risk methodology leads, portfolio managers, and the CIO office to ensure the platform surfaces the right risk measures (VaR, tracking error, duration, credit exposure, concentration, stress/scenario analysis) with the right visualization at the right cadence.</li></ul></li></ul><p><b>
Data Quality &amp; Platform Integrity</b></p><ul><li><ul><li>
Drive root-cause analysis and remediation for data quality issues across risk reporting surfaces, partnering with source system owners (Aladdin, Snowflake, homegrown models), data engineering, and software engineering.</li></ul></li><li><ul><li>
Build on LMI&rsquo;s OnePortfolio data foundation, a single source of truth across asset classes, mandates, and risk systems, to establish data analysis frameworks and quality gates that ensure reporting accuracy before it reaches investment decision-makers.</li></ul></li><li><ul><li>
Collaborate with data governance and operations teams to trace, document, and resolve lineage issues from source to dashboard.</li></ul></li></ul><p><b>
Agile Delivery &amp; Team Leadership</b></p><ul><li><ul><li>
Lead 1&ndash;2 dedicated Scrum teams through sprint planning, backlog refinement, retrospectives, and reviews.</li></ul></li><li><ul><li>
Design, own, and build full-stack applications in collaboration with Scrum teams to enable investment risk management, from data ingestion through interactive front-end reporting.</li></ul></li><li><ul><li>
Own solutions within relevant vendor platforms (e.g., Aladdin), including configuration, integration, and feature adoption aligned to the risk roadmap.</li></ul></li><li><ul><li>
Collaborate with UX/UI designers to build user-centered, accessible risk reporting interfaces.</li></ul></li></ul><p><b>
Stakeholder Partnership</b></p><ul><li><ul><li>
Serve as the primary voice of the investment risk stakeholder community, translating portfolio manager and risk analyst needs into product priorities.</li></ul></li><li><ul><li>
Lead cross-functional working groups spanning investment teams, operations, technology, and external vendors to align on requirements and delivery cadence.</li></ul></li><li><ul><li>
Communicate product progress, trade-offs, and roadmap decisions to senior leadership within Global Investment Solutions.</li></ul></li></ul><b>
Qualifications</b><p><b>
Required</b></p><ul><li>
7+ years in product ownership, business analysis, or analytics roles within institutional investment management, with direct exposure to risk reporting or risk systems.</li><li>
Working knowledge of investment risk measures and concepts: market risk (VaR, duration, convexity), credit risk (ratings, spreads, default probability), liquidity risk, and concentration risk.</li><li>
Experience with institutional portfolio management platforms, particularly BlackRock Aladdin; familiarity with Snowflake, homegrown risk models, and AI-enabled analytics tooling is a strong plus.</li><li>
Demonstrated ability to deliver dashboard and analytics products from concept through adoption, with a portfolio of shipped features or platforms you can walk us through.</li><li>
Intermediate-to-advanced SQL skills for data analysis, investigation, and ad-hoc reporting across large, complex datasets.</li><li>
Strong agile delivery skills: you have led Scrum teams, managed backlogs with rigor, and can point to measurable improvements in delivery outcomes.</li><li>
Exceptional communication skills. You can translate between risk professionals, engineers, and executives without losing fidelity.</li></ul><p><b>
Preferred</b></p><ul><li>
Bachelor&rsquo;s degree in Finance, Economics, Mathematics, Computer Science, or a quantitative field; MBA, CFA, or FRM is a plus.</li><li>
Experience with total portfolio risk reporting spanning public markets (fixed income, equities) and private markets (private credit, alternatives, real assets).</li><li>
Familiarity with AI/ML applications in investment analytics. A practical understanding of how models can enhance risk detection, anomaly identification, reporting automation, product ownership workflow.</li><li>
CSPO, SAFe, or equivalent agile certification.</li><li>
Entrepreneurial mindset: you see whitespace and design.</li></ul><p><b>
Why This Role</b></p><ul><li>
Build, don&rsquo;t maintain: You are standing up a risk analytics capability, not babysitting a legacy system.</li><li>
Scope that grows with you: Deliver on risk, and the aperture widens into adjacent domains across Total Portfolio Management.</li><li>
Decision-grade impact: Your work directly informs how a $124.7B portfolio manages exposure, hedges risk, and allocates capital across four global investment business units.</li><li>
Executive visibility: You report into the Director of Total Portfolio Management Product within Global Investment Solutions (GIS), the organization responsible for operations, financial management, data integrity, product, and AI across LMI, with direct lines to senior investment leadership.</li><li>
A team that ships: Dedicated Scrum teams, modern cloud-based infrastructure (Aladdin, Snowflake, homegrown models), 90%+ AI adoption firm-wide, and an organization committed to its agile transformation.</li></ul><b>
About Us</b><p><b>
Pay Philosophy:</b> The typical starting salary range for this role is determined by a number of factors including skills, experience, education, certifications and location. The full salary range for this role reflects the competitive labor market value for all employees in these positions across the national market and provides an opportunity to progress as employees grow and develop within the role. Some roles at Liberty Mutual have a corresponding compensation plan which may include commission and/or bonus earnings at rates that vary based on multiple factors set forth in the compensation plan for the role.</p><p></p><p><br>
At Liberty Mutual, our goal is to create a workplace where everyone feels valued, supported, and can thrive. We build an environment that welcomes a wide range of perspectives and experiences, with inclusion embedded in every aspect of our culture and reflected in everyday interactions. This comes to life through comprehensive benefits, workplace flexibility, professional development opportunities, and a host of opportunities provided through our Employee Resource Groups. Each employee plays a role in creating our inclusive culture, which supports every individual to do their best work. Together, we cultivate a community where everyone can make a meaningful impact for our business, our customers, and the communities we serve.</p><p></p><p><br>
We value your hard work, integrity and commitment to make things better, and we put people first by offering you benefits that support your life and well-being. To learn more about our benefit offerings please visit: https://LMI.co/Benefits<br>
<br>
Liberty Mutual is an equal opportunity employer. We will not tolerate discrimination on the basis of race, color, national origin, sex, sexual orientation, gender identity, religion, age, disability, veteran's status, pregnancy, genetic information or on any basis prohibited by federal, state or local law.<br>
<br>
<b>Fair Chance Notices</b></p><ul><li>
California</li><li>
Los Angeles Incorporated</li><li>
Los Angeles Unincorporated</li><li>
Philadelphia</li><li>
San Francisco</li></ul></div>

Product Owner, Investment Risk Management - Liberty Mutual Investments

<div><b>Description
</b><p><b>The Company</b></p><p>
Come build on our integrated platform with industry-leading talent, world-class partners, and freedom to innovate.</p><p></p><p><br>
Liberty Mutual Investments (LMI) is the investment firm for Liberty Mutual Group (Liberty). With deep expertise in fixed income, equity, and alternative strategies, LMI invests more than $100B of long-term capital globally, and has a team of nearly 300 investment, finance, and operations professionals located in Boston, MA, and New York, NY. LMI has a clear purpose: drive economic growth, build enduring businesses side-by-side with our partners, and generate superior risk-adjusted returns that secure Liberty&rsquo;s promises.</p><p></p><p><br>
LMI offers the best of both worlds &mdash; the look and feel of a boutique investment firm with the reputation and financial strength of a global leader. As the investment firm of a mutual with long-term capital, LMI has a single client mandate. This gives us the freedom to focus on what we do best.</p><p></p><p><br>
Our portfolio spans a broad spectrum of public and private investments, and we are committed to expanding our capabilities and our toolkit in support of our mission. We invest across diverse asset classes, financial structures, and industries, including real estate, digital infrastructure, healthcare, renewable energy, and technology&mdash;with the aim of creating value and powering innovation. We pride ourselves on our extensive network of mutually beneficial partnerships, and we use our substantial influence, capital, and energy to drive towards a better future. #LMI</p><p></p><p><b><br>
The Position:</b></p><p><br>
The Sr. Analyst/Associate will join Liberty Mutual Investments&rsquo; Risk Management Team and play a key role in General Account&rsquo;s portfolio risk oversight, monitoring, and framework development across public and private asset classes. Working closely with portfolio managers, deal analysts, and other stakeholders including ERM. This individual will provide independent risk perspective to support investment decisions and portfolio construction.</p><p><br>
In addition to wide-ranging contributions to risk management and monitoring, this Risk Management professional will help to elevate the firm's risk culture of constructive inquiry and advocate for the broader risk framework, which forms an integral part of LMI's investment process.</p><p></p><p><b><br>
This is a range posting between a Senior Analyst and Associate position and level will be determined by hiring team based on experience.</b></p><p><br>
</p><p><b>Responsibilities:</b></p><br>
<ul><li>
Oversee and advance LMI&rsquo;s risk management framework across asset classes, including risk budgets and market, credit, liquidity, &amp; concentration risk.</li><li>
Monitor global macro, market &amp; credit developments; identify key portfolio risks and translate macro/sector/regulatory themes into actionable portfolio implications.</li><li>
Access and monitor Portfolio credit risk; serve as one of the primary credit risk liaisons, coordinating across investment teams and ERM on monitoring, escalation, governance, and reporting.</li><li>
Partner with LMI Investment Business Units (IBUs) portfolio managers and analysts to support new investment reviews and portfolio changes, including deal-level risk modeling, downside analysis, and identification of key risk mitigants.</li><li>
Develop, maintain, and enhance stress testing and scenario analysis framework; summarize impacts to portfolio exposures, risk appetite and guideline limits, including rating agency constraints.</li><li>
Produce monthly and quarterly portfolio risk reviews for senior stakeholders and committees; provide ad hoc deep dives to support research initiatives that improve consistency, transparency, and investment outcomes.</li><li>
Take a pragmatic approach to enhancing risk models, data, and analytics to strengthen overall investment decision making.</li></ul><b>
Qualifications</b><p>
A degree in Finance, Economics, or technical field and at least 5 years of relevant work experience is required. A graduate degree would be a plus. The successful candidate will bring a strong foundation in investment risk management and portfolio analytics, with the ability to translate complex risk topics into clear, actionable insights for portfolio managers and senior stakeholders. This role requires sound judgment, intellectual curiosity, and a collaborative mindset to independently challenge assumptions, support investment decisions, and enhance LMI&rsquo;s risk framework, data, and reporting capabilities.</p><p></p><p><br>
The ideal candidate must also bring the following qualifications:</p><ul><li>
Demonstrated experience in investment/portfolio risk management, market/credit risk, or related buy-side investment analytics across public and private assets.</li><li>
Experience performing risk analysis for new transaction approvals and providing clear recommendations and supporting analysis to portfolio management and transaction review committees.</li><li>
Strong analytical background and quantitative toolkit including familiarity with AI/ML models; acquaintance with public-equivalent approaches for alternative/private assets risk modeling is a plus.</li><li>
Excellent written and verbal communication skills; ability to partner effectively across investment teams and support functions, and deliver clear risk insights, and provide constructive independent challenge.</li><li>
Demonstrated capability to drive projects to successful completion through cross-functional collaboration.</li><li>
Experience enhancing risk frameworks and contributing to data, analytics, and infrastructure improvements to strengthen risk management capabilities.</li><li>
Proficiency with Bloomberg and other standard financial tools &amp; AI models; strong Excel skills (Python/R/SQL a plus).</li><li>
Ability to work independently while thriving in a team-oriented, fast-paced environment.</li></ul><b>
About Us</b><p><b>
Pay Philosophy:</b> The typical starting salary range for this role is determined by a number of factors including skills, experience, education, certifications and location. The full salary range for this role reflects the competitive labor market value for all employees in these positions across the national market and provides an opportunity to progress as employees grow and develop within the role. Some roles at Liberty Mutual have a corresponding compensation plan which may include commission and/or bonus earnings at rates that vary based on multiple factors set forth in the compensation plan for the role.</p><p></p><p><br>
At Liberty Mutual, our goal is to create a workplace where everyone feels valued, supported, and can thrive. We build an environment that welcomes a wide range of perspectives and experiences, with inclusion embedded in every aspect of our culture and reflected in everyday interactions. This comes to life through comprehensive benefits, workplace flexibility, professional development opportunities, and a host of opportunities provided through our Employee Resource Groups. Each employee plays a role in creating our inclusive culture, which supports every individual to do their best work. Together, we cultivate a community where everyone can make a meaningful impact for our business, our customers, and the communities we serve.</p><p></p><p><br>
We value your hard work, integrity and commitment to make things better, and we put people first by offering you benefits that support your life and well-being. To learn more about our benefit offerings please visit: https://LMI.co/Benefits<br>
<br>
Liberty Mutual is an equal opportunity employer. We will not tolerate discrimination on the basis of race, color, national origin, sex, sexual orientation, gender identity, religion, age, disability, veteran's status, pregnancy, genetic information or on any basis prohibited by federal, state or local law.<br>
<br>
<b>Fair Chance Notices</b></p><ul><li>
California</li><li>
Los Angeles Incorporated</li><li>
Los Angeles Unincorporated</li><li>
Philadelphia</li><li>
San Francisco</li></ul></div>

Senior Analyst, Risk Management - Liberty Mutual Investments

<div><b>JOB DESCRIPTION</b><p><br>
J.P. Morgan Asset Management is a global leader in alternative investments, committed to delivering innovative solutions and exceptional results for our clients. Our Global Alternative Investments Solutions (&ldquo;GAIS&rdquo;) platform offers a broad spectrum of investment strategies, including private real estate equity and credit, designed to achieve specific client outcomes and deliver uncorrelated returns. The GAIS platform manages over $200 billion in assets, with the Real Assets Solutions business representing more than $30 billion in assets.</p><p>
We are seeking an experienced senior leader to serve as the Head of Real Estate Due Diligence. This pivotal role will be responsible for setting the private real estate investment strategy, leading comprehensive due diligence across equity, debt, co-investments, secondaries, and primary fund investments, and ensuring robust monitoring and reporting of all real estate funds on our platform. The successful candidate will drive strategic growth, foster strong partnerships with internal and external stakeholders, and uphold the highest standards of investment and fiduciary excellence.</p><p><b>
Job Responsibilities</b></p><ul>
<li><b>Investment Strategy Leadership:</b><br>
Define and implement the private real estate investment strategy, including research on market themes, sourcing new funds, and nurturing relationships with existing fund managers.</li>
<li><b>Due Diligence Execution:</b><br>
Lead investment due diligence for real estate equity, debt, co-investments, secondaries, and primary fund investments, ensuring thorough analysis and risk assessment.</li>
<li><b>Fund Monitoring &amp; Reporting:</b><br>
Oversee the monitoring of all real estate funds on the platform, including reviewing quarterly reports and investment data, participating in LPACs, attending AGMs, and ensuring all internal and client reporting is accurate and timely.</li>
<li><b>Investment Committee Membership:</b><br>
Serve as a voting member of the GAIS Multi-Asset Private Markets Investment Committee, actively participating in and influencing investment decisions.</li>
<li><b>Stakeholder Engagement:</b><br>
Establish and maintain strong partnerships with internal teams (specialists, advisors, research analysts) and external fund managers to enhance platform capabilities and investment outcomes.</li>
<li><b>Team Leadership:</b><br>
Manage and mentor a high-performing team, fostering a collaborative culture of innovation, integrity, and excellence.</li>
<li><b>Market Engagement:</b><br>
Represent J.P. Morgan Asset Management in external engagements, including fundraising, media, and industry events, to enhance the platform&rsquo;s visibility and competitive positioning.</li></ul><p><b>
Required Qualifications, Capabilities, and Skills</b></p><ul>
<li>Minimum of 10+ years of experience in real estate investment management, due diligence, or related roles, with a proven track record of leadership and strategic execution.</li>
<li>Deep expertise in private real estate markets, including equity, debt, co-investments, secondaries, and primary fund investments.</li>
<li>Series 7 and 63 certifications required.</li>
<li>Demonstrated experience in fund sourcing, manager relationship management, and investment monitoring.</li>
<li>Strong analytical and quantitative skills, with proficiency in operating and valuation models.</li>
<li>Exceptional written and verbal communication skills, with the ability to deliver persuasive presentations and investment reviews.</li>
<li>Proven ability to build and maintain relationships with clients, fund managers, and internal colleagues.</li>
<li>Entrepreneurial spirit and self-motivation, with a history of achieving sustainable results in a dynamic environment.</li>
<li>Commitment to the highest standards of integrity, ethics, and fiduciary responsibility.</li>
<li>Experience participating in LPACs, AGMs, and managing fund reporting processes.</li></ul><p><b>
Preferred Qualifications, Capabilities, and Skills</b></p><ul>
<li>Advanced degree in finance, economics, or a related field.</li>
<li>Evergreen fund investment experience.</li>
<li>Experience managing and developing teams in a collaborative environment.</li>
<li>Familiarity with global real estate markets and regulatory frameworks.</li></ul>
<b>ABOUT US</b><br>
<div>
<div>JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world&rsquo;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.
</div><p></p><div><p>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.
</p><div><p>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&rsquo; and employees&rsquo; religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.</p>
<p>JPMorgan Chase &amp; Co. is an Equal Opportunity Employer, including Disability/Veterans</p><br>
</div></div></div><br>
<br>
<b>ABOUT THE TEAM</b><br>
<br>
J.P. Morgan Asset &amp; 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.</div>

Global Alternative Investments Solutions, Head of Real Estate Due Diligence

Columbia Threadneedle Investments

<div><p><b>About Our Company</b></p><p><br>
Working at Columbia Threadneedle Investments you'll find growth and career opportunities across all of our businesses.</p><p></p><p>
We're intentionally built to help you succeed. Our reach is expansive with a Columbia Threadneedle Investments global team of 2,300 people working together. Our capability is diverse with more than 550 investment professionals sharing global perspectives across all major asset classes and markets. Our clients have access to a broad array of investment strategies, and we have the capability to create bespoke solutions matched to clients' specific requirements. Our unwavering focus on our clients and strong financial foundation connects each of our enterprise businesses &mdash; Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities.
</p><p></p><p><b>Job Description</b></p><p></p>
This role is part of the product marketing team for Columbia Threadneedle Investments US, reporting to Senior Manager, ETFs. In this position, you will play a critical role focused on creating awareness, driving growth, and managing content in support of our ETF product line. You will operate both strategically and tactically, working cross-functionally with internal marketing colleagues, sales, product, investments and compliance to amplify product messaging across distribution channels.<br>
<br>
The ideal candidate is a proactive self starter who can take ideas and independently drive them forward. They are adaptable, resourceful, and comfortable navigating ambiguity. Exceptional communication and stakeholder management skills are essential.<p></p><p><b>
Key Responsibilities</b></p><ul><li>Create compelling marketing messaging supporting our ETF lineup that resonates with financial advisors and other target audiences. Apply messaging to marketing collateral that supports the lifecycle from awareness through consideration and purchase.</li><li>Maintain a suite of marketing materials that support the lifecycle. Ensure collateral is updated on a regular cadence. This will involve working with stakeholders across investments, product, marketing and compliance.</li><li>Establish connectivity across stakeholder teams to ensure marketing materials are effective. Establish metrics, measure results and use the results to make recommendations to enhance product specific marketing initiatives/programs.</li><li>Design, develop and execute implementation plan for complex product marketing programs/initiatives that support our ETF capabilities. Partner with internal or external partners to ensure execution of projects is on-time, and within budget.</li><li>Build and maintain effective relationships across the organization to ensure alignment and connectivity of messaging. These teams will include Paid Media, Thought Leadership, and Digital along with external resources.</li></ul><br>
<b>
Required Qualifications</b><ul><li><p>
 3-5 years of financial services marketing experience, including experience marketing ETFs to financial advisors</p></li><li><p>
Bachelor&rsquo;s Degree in Marketing, Communications or equivalent in a related field</p></li><li><p>
Strong project management skills with demonstrated ability to manage multiple priorities and deadlines
</p></li><li><p>Ability to take ambiguous or conceptual ideas and turn them into tactical campaigns</p></li><li><p>
Excellent written and verbal communication skills.
</p></li><li><p>Proven ability to work with cross-functional teams.</p></li><li><p>
Ability to translate complex concepts into easy-to-understand language</p></li><li><p>
Ability to manage multiple projects simultaneously
</p></li><li><p>Strong Microsoft PowerPoint skills; familiarity with Microsoft Excel</p></li></ul><p><b><br>
Preferred Qualifications</b></p><ul><li><p>
Experience with content and project management systems (e.g. Bloomreach, Seismic, Workfront etc.)</p></li></ul><p></p><p><b>
Visa Sponsorship</b></p><p><br>
Applicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT, TN).</p><p></p><p><b>
In-Office Collaboration</b></p><p><br>
We are a client-centric, relationship-based business. Working together, in-person, is foundational to how we achieve results. By fostering a culture of face-to-face collaboration, idea sharing, productivity and personal connection, we deliver for our stakeholders &mdash; clients, advisors, employees and shareholders. Our employees work in the office at least four (4) days per week, with flexibility to work from home one (1) day per week. Some roles may require additional in-office time or different in-office expectations, and specific requirements will be discussed during the hiring process.</p><p></p><p><b><br>
Base Pay Salary</b></p><p></p>
The estimated base salary for this role is $94,000- $129,000 / year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.<p></p><div><div><div><div><div><div><div><p><b>
Full-Time/Part-Time</b></p></div></div></div></div></div></div></div>
Full time<p></p><div><div><div><div><div><div><div><p><b>
Exempt/Non-Exempt</b></p></div></div></div></div></div></div></div>
Exempt<p></p><div><div><div><div><div><div><div><p><b>
Job Family Group</b></p></div></div></div></div></div></div></div>
Marketing/Product Management<p></p><div><div><div><div><div><div><div><p><b>
Line of Business</b><b>
</b></p></div></div></div></div></div></div></div>AMINV US Asset Management<p></p><p><i>
Columbia Threadneedle is a people business, and we recognise that our success is due to our talented people, who bring diversity of thought, complementary skills and capabilities. We are committed to fostering an inclusive and performance-based culture where everyone can belong, grow, contribute and realise their potential.
</i></p><p></p><p><i>Columbia Threadneedle is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.
</i></p><p></p><p><i>We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.</i></p></div>

Product Marketing Manager, ETFs

Apollo

<div><div>Position Overview</div><div>
Apollo 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 credit to private 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. As of September 30, 2025, Apollo had approximately $840 billion of assets under management.</div><div></div><div>
Apollo is seeking a highly motivated, solution-oriented investment professional to join the Corporate Solutions team in New York. The Corporate Solutions team focuses on developing, structuring, investing, and managing large and complex capital solutions across the Apollo platform, primarily for its permanent capital base. This role will focus on developing, structuring, and managing large and complex credit investment opportunities for the Apollo platform, with a strong emphasis on modeling, structuring, investment thesis presentation, and capital markets activities. The successful candidate will be responsible for sourcing and executing Corporate Solutions transactions, including liaising with rating agencies on appropriate treatment of structured equity investments. This role will collaborate with the global team on all stages of the investment process, including origination, structuring, execution, and investment approval</div><div></div><div>
Primary Responsibilities:</div><ul><li>
Identify attractive transactions for the Apollo platform, working in close partnership with both the global Corporate Solutions team, Global Insurance Resource &amp; Principal Finance ecosystem, and broader regional and global platforms across Equity, Hybrid, and Credit strategies</li></ul><ul><li>
Structure complex transactions, with a strong emphasis on financial modeling, credit analysis, legal, tax, and accounting considerations. Prior rating agency experience on complex, structured transactions is a core competence.</li></ul><ul><li>
Conduct research on potential investment opportunities and perform related credit analysis</li></ul><ul><li>
Prepare high quality internal and external presentations, including investment committee memorandums</li></ul><ul><li>
Develop financial models and stress cases to evaluate various financing structures and investment opportunities</li><li>
Build and proactively maintain relationships with capital markets participants, regional operating executives, and professional services partners to bolster origination capabilities (e.g., investment banks, boutique advisory firms, law firms, tax and accounting firms, actuarial firms, consultants, etc.)</li></ul><div></div><div>
Qualifications &amp; Experience</div><ul><li>
10+ years of experience in either M&amp;A (target industries: infrastructure, energy and other capex intensive businesses), restructuring, or special situations credit at an asset manager or blue-chip investment bank</li></ul><ul><li>
Undergraduate degree with an excellent record of academic achievement</li></ul><ul><li>
High degree of technical rigor in structuring complex investment solutions to achieve the desired capital markets, tax, rating agency and/or accounting objectives</li></ul><ul><li>
Fluency with structuring considerations and investment requirements for transactions that will sit within regulated entities</li></ul><ul><li>
Demonstrates strong investment judgement via ability to identify potential risks in a transaction and proactively work through solutions to roadblocks</li></ul><ul><li>
Excellent attention to detail; strong written and verbal communication skills</li></ul><ul><li>
Strong interpersonal skills to support communication with external counterparties</li><li>
Excels in a rigorous fast-paced team-oriented work environment</li></ul><div></div><div>
Firm Overview</div><div>
Apollo 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 credit to private 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. As of September 30th, 2025, Apollo had approximately $840 billion of assets under management. To learn more, please visit <div>www.apollo.com</div>.</div><div></div><div>
Our Purpose &amp; Core Values</div><div>
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:</div><ul><li>
The leading provider of retirement income solutions to institutions, companies, and individuals.</li><li>
The leading provider of capital solutions to companies. Our breadth and scale enable us to deliver capital for even the largest projects &ndash; 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.</li><li>
A leading contributor to addressing some of the biggest issues facing the world today &ndash; such as energy transition, accelerating the adoption of new technologies, and social impact &ndash; where innovative approaches to investing can make a positive difference.</li></ul><div></div><div>
We are building a unique firm of extraordinary colleagues who:</div><ul><li>
Outperform expectations</li><li>
Challenge Convention</li><li>
Champion Opportunity</li><li>
Lead responsibly</li><li>
Drive collaboration</li></ul><div></div><div>
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.</div><div></div><div>
Our Benefits</div><div>
Apollo relies on its people to keep it a leader in alternative investment management, and the firm&rsquo;s benefit programs are crafted to offer meaningful coverage for both you and your family.</div><div></div><div>
Pay Range</div>
$300,000<div>
Apollo Global Management, Inc. (together with its subsidiaries and affiliates) is committed to championing opportunity.</div><div></div><div>
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.</div><div></div><div>
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.</div><div></div><div><i>
T</i><i>he 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 </i><i>performance. Compensation</i><i> 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.</i></div></div><div></div>

Principal, Corporate Solutions

Morgan Stanley

<div><p>Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries.
</p><p></p><p>As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.
</p><p></p><p>Outsourced Chief Investment Officer (&ldquo;OCIO&rdquo;) group partners with Morgan Stanley Financial Advisors across all channels to offer full discretion portfolio management services to institutional and private clients (e.g., Defined Benefit plans, Endowments, Foundations, Ultra-High Net-Worth, Family Offices, etc.) of Morgan Stanley Wealth Management.
</p><p></p><p><b>Responsibilities:
</b></p><p></p><ul><li>Help Senior Portfolio Managers build and manage client portfolios, which includes development of the investment policy statement, customized portfolio construction, manager selection, portfolio implementation, ongoing portfolio rebalances and periodic client reviews and updates
</li><li>Engage with clients to perform client discovery, draft investment policy statements, provide quarterly reporting, and other tasks relevant to the OCIO space
</li><li>Maintain ongoing and proactive monitoring of account positioning
</li><li>Gain full functional knowledge of Morgan Stanley&rsquo;s proprietary portfolio management tools
</li><li>Participate in OCIO meetings and calls and get full understanding of OCIO market strategy and portfolio positioning.
</li><li>Help Senior Portfolio Managers develop portfolios and market content for finals presentations
</li><li>Manage outflows, inflows on accounts and make sure that capital calls on the illiquid side of the portfolios are matched
</li><li>Interface and support the connectivity with internal and external partners including research, trading, operations, product specialists, third party vendors and custodians
</li></ul><p></p><p><b>Knowledge and Skills Required:
</b></p><p></p><ul><li>3+ years of experience servicing pensions and/or government entities, or other institutions in a wealth management or investment consulting capacity
</li><li>Experience and knowledge in investment/ wealth management platforms and vehicles, including managed account platforms, mutual funds, ETFs, separate accounts, and alternative investments.
</li><li>Experience and knowledge in global capital markets, technical expertise across asset classes.
</li><li>Firm understanding of portfolio management concepts including modern portfolio theory, asset allocation, portfolio construction, manager selection, risk management and performance attribution.
</li><li>Proficiency in Microsoft Office including Excel and PowerPoint
</li><li>Must be very detail-oriented, with an ability to multi-task and handle multiple priorities.
</li><li>Strong organizational and project management skills
</li><li>Must be very detail-oriented, with an ability to multi-task and handle multiple priorities.
</li><li>Proactive &amp; hard working with strong professional accountability
</li><li>Exemplary verbal and written communication skills
</li><li>Undergraduate degree is required
</li><li>CFA, CAIA and other professional designations are preferred.
</li><li>FINRA Series 7 and 66 (or 63 and 65) licenses required or willingness to obtain within 180 days of hire (additional licensing may be required)
</li></ul><p></p><p><b>WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
</b></p><p></p><p>At Morgan Stanley, we raise, manage and allocate capital for our clients &ndash; helping them reach their goals. We do it in a way that&rsquo;s differentiated &ndash; and we&rsquo;ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren&rsquo;t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you&rsquo;ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There&rsquo;s also ample opportunity to move about the business for those who show passion and grit in their work.
</p><p></p><p>To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
</p><p></p><p>Expected base pay rates for the role will be between $105,000 and $140,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
</p><p></p><p>Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
</p><p></p><p>It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
</p><p></p><p>Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).</p></div><p></p>

OCIO PM Taft Hartley / Government Analyst - Global Investment Office, Assistant Vice President

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