Asset Management - Private Credit Investment Specialist - Vice President
Listed on 2026-02-06
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Finance & Banking
Financial Consultant, Financial Analyst
Overview
Asset Management - Private Credit Investment Specialist - Vice President
The role is to join the Investment Specialist team as the main point-of-contact for clients, prospects, and J.P. Morgan Asset Management’s Client Advisors. As a Vice President in the Private Credit Solutions Group, you will help cover investors across private credit accounts and collaborate with senior team members to develop marketing materials and tell our story to clients and prospects. The role requires a strong work ethic, creativity, proactive problem solving, adaptability, and comfort in high-pressure situations.
Responsibilities- Core member of the coverage team for existing investor accounts
- Contribute to strategy for individual client relationships, including identifying opportunities for additional product opportunities
- Drive the creation of materials for meetings with our existing institutional investor base
- Produce and review regular reporting and commentary
- Contribute to and take ownership of high-profile projects and business initiatives as needed
- Collaborate with product structuring, legal, compliance, operations and finance teams to deliver a seamless client service experience
- Support business development efforts by developing compelling marketing presentations for external and internal audiences
- Respond to ad hoc client queries and formal Requests for Proposal
- Excellent interpersonal skills and the ability to build strong relationships; team player
- Ability to grasp complex concepts and explain them clearly
- Self-starter with a proactive mindset and ability to anticipate client needs
- Demonstrated interest in markets and private credit investments
- Well-organized work style with strong attention to detail
- Superior Excel and PowerPoint skills;
Python/coding experience is a plus - Excellent written and verbal communication skills
- Good understanding of investment risk and return statistics
JPMorgan Chase & Co. is a leading financial institution offering innovative financial solutions to consumers, small businesses, and corporate, institutional, and government clients under the J.P. Morgan and Chase brands. We provide a range of benefits and total rewards based on role, experience, skill set and location, including health care coverage, retirement savings, and various support programs. We are an equal opportunity employer and value diversity and inclusion.
We do not discriminate on protected attributes and provide reasonable accommodations as needed.
J.P. Morgan Asset & Wealth Management delivers investment management and private banking solutions. Asset Management provides strategies across asset classes to individuals, advisors and institutions. Wealth Management helps clients plan and realize their financial goals.
Details- Seniority level:
Mid-Senior level - Employment type:
Full-time - Job function:
Finance and Sales
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