Morgan Private Ventures - Investment Product Specialist - Executive Director​/Vice President

Overview

The Private Investments Team / Morgan Private Ventures (MPV) sits within Investment Solutions and introduces opportunities in private equity, direct real estate, venture capital, growth equity and other private investments to Private Bank and Wealth Management’s clients. This role is based in Hong Kong, covering and growing the MPV business across Asia Pacific. The role offers exposure to markets and knowledge while delivering on business strategies and priorities and supporting day-to-day operations of the business.

• Identify, evaluate, and lead the execution of private investment opportunities with clients
• Manage day-to-day deal execution and operations, interacting with senior deal team members across Wealth Management and the Corporate & Investment Bank (CIB), client management teams, transaction counter parties and other advisors
• Partner with select financial sponsors/private equity funds on private investment opportunities
• Develop and maintain active dialogue with client advisors/clients on private markets and individual private investment opportunities
• Create and lead internal/ client advisor sales distribution strategies, materials, pitches for individual private investment opportunities
• Review financial models and valuation analyses for evaluating investors’ proposals and designing & analyzing different financing structures in partnership with the CIB
• Work independently, producing high quality deliverables such as marketing materials, Board materials and other presentation materials for private capital raises or strategic client dialogue
• Leverage and coordinate the bank's resources on behalf of the client
• Lead and participate in execution meetings in conjunction with industry coverage partners

• Undergraduate degree
• At least 10+ years of experience in the wealth management, asset management, or investment banking industry
• Ability to work in a fast-paced environment, handling multiple projects with different deal teams across industries and lines of business
• Thorough knowledge of alternatives, corporate finance, and accounting, as well as an understanding of legal and tax aspects related to private placement transactions
• Excellent sales management (CRM) and organizational skills
• Excellent writing, communication, presentation, and analytical skills in English and Chinese (Mandarin and / or Cantonese)
• Demonstrated ability to review and articulate investments with clients
• Willingness to work effectively in a team environment
• Excellent technology skills with superior Excel and PowerPoint skills
• Experience in Python or desire to learn

J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world’s most prominent corporations, governments, wealthy individuals and institutional investors. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives. We are an equal opportunity employer and value diversity and inclusion. We do not discriminate on the basis of protected attributes and we provide reasonable accommodations for applicants and employees with religious practices, mental health or physical disability needs.

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Wealth Management helps individuals, families and foundations manage wealth to achieve their goals.