Asset Management - Acquisitions Vice President - Global Transportation Group (London)

Job Description
J.P. Morgan is a global leader in asset and wealth management services. The Asset & Wealth Management line of business serves institutional, ultra-high net worth, high net worth and individual clients through its Asset Management and Wealth Management businesses. With client assets of $5.0 trillion and assets under management of $3.6 trillion, we are one of the largest asset and wealth managers in the world. (Assets as of March 31 st , 2024.) Throughout its long and distinguished history, Asset & Wealth Management has been steadfastly committed to putting its clients' interests first. This fiduciary responsibility defines our relationship with clients and informs every decision we make on their behalf. The Asset & Wealth Management business is also guided by its strategic objective and business priorities.
Job summary:
J.P. Morgan Global Alternatives is the alternative investment arm of J.P. Morgan Asset Management. With $216 billion in assets under management and 330+ investment professionals, we offer strategies across the alternative investment spectrum, including real estate, private equity and credit, infrastructure, transportation, timber, liquid alternatives, and hedge funds.
The Global Alternatives Group ("Global Alts"), a division of J.P. Morgan Asset Management, comprised of Real Estate, Infrastructure, Transportation, Private Equity, Private Credit, Liquid Alternatives and Hedge Fund Strategies, has more than $140 billion of assets under management. With over 800 professionals worldwide and over 50 years of experience, Global Alts is a trusted advisor to the world's most respected corporations, governments, institutions and high net worth investors.
Global Alts is a global platform of strategies, driven by local talent. This is achieved by an experienced and committed management team with a disciplined investment process, consistently implemented across investment types and regions. Our expanding product/strategy platform of innovative offerings continues to enjoy robust growth.
Global Alts has offices throughout the world, with primary locations in: New York, London, Paris, Frankfurt, Hong Kong, Mumbai, Chicago, Los Angeles, and Singapore. Our philosophy is soundly built on a fiduciary perspective - one in which we align the interests of our clients, our firm and our people.
A vacancy has arisen for a Vice President on the Acquisitions Team of the Global Transportation Group within Global Alts, in New York. The position will play an important role in GTG's investment strategy, developing the identification and execution of corporate mergers and acquisitions ("M&A"). A track record in corporate M&A is required for this role, and a suitable candidate will have command over the full M&A process as well as the legal documents that underpin corporate acquisitions (for example, shareholder agreements, definitive agreements of various forms, letters of intent, joint venture agreements). He or she will also be expected to guide junior team members on strategies that drive value through the acquisition process (such as due diligence, merger models, projection and synergies analysis, negotiations, key management retention or change management strategies, structuring, and financing). A candidate with more than seven (7) years of banking experience within a top tier / bulge bracket bank in the M&A or Transportation Industry coverage team is strongly preferred. M&A banking experience coupled with a legal degree or background is ideal.
Excellent communication (written and verbal), analytical, financial, time management and organizational skills are required. As a senior member of the investment team, the ability to guide and develop junior team members is critical. An interest in and experience transacting within the transportation sectors (maritime, energy logistics, aviation, railcar, container leasing, vehicle fleets, etc.) is strongly preferred.
Job responsibilities
• Monitor, track and report asset portfolio metrics for a diverse fleet of transportation assets.
• Develop and implement systems and processes to facilitate the investment and capital raising cycle.
• Assist in the planning, development and deployment of technology solutions to enable enhanced productivity across front, middle and back office.
• Provide governance and controls for support functions including structuring, treasury, corporate secretarial, finance and controls management.
• Interface with controls and compliance to ensure appropriate internal protocols are maintained, updated and followed.
• Seek solutions to enhance group efficiency.
• Monitor and optimize the performance (organizational and financial) of Group portfolio companies
• Attend and prepare information for Group Company board meetings.
• In conjunction with the Finance Team lead, assist in the control of Group profitability, including Fund expense management.
• Interact with clients, providing clear communication and updates on a wide range of industry topics, transaction analysis and due diligence processes
• Develop, enhance, and maintain analytical financial models to analyse portfolio company performance
• Manage the portfolio budget versus actual and variance analysis on a quarterly basis.
• Interact with a variety of external constituents including legal advisers and service providers.
• Manage and support asset delivery from sellers and subsequent deployment into leasing activities. Similarly, participate in and support assert delivery to buyers during asset sales process in conjunction with technical managers.
• Support tracking and review of asset performance during hold periods.
• Otherwise participate in, support, and contribute to the execution of the Global Transportation Group's asset management process and investment return goals
Required Qualifications, Capabilities and Skills:
• Experience within a top tier / bulge bracket investment bank in either the M&A group, or Transportation Coverage team
• A legal background and/or degree would be preferred, in addition to banking experience
• Demonstrated track record of M&A deal execution and process management
• A highly collaborative and team-oriented individual with exceptional written and verbal communication skills
• Advanced working knowledge of Word, Excel and PowerPoint
• Highly organized, detail-oriented and self-motivated with a strong work ethic
• Comfortable working in a fast-paced environment across multiple time zones
• Strong, multi-tasking, time management and problem solving skills
Preferred Qualifications, Capabilities and Skills
• Masters / graduate degree in Business or Law preferred
• Previous experience working with transportation sectors preferred
• Project finance, private equity, and financial sponsors experience preferred
• Superior analytical skills, detailed knowledge and deep understanding of the deployment of processes and controls across complex multidisciplinary teams
• Familiarity with contractual and financial arrangements and documentation underpinning equity and debt investments
• Must be able to communicate effectively, and build relationships with a range of internal and external stakeholders including support functions, investors, banks and intermediaries, due diligence providers, brokers, lawyers, etc.
• Robust knowledge of financial modelling and strong quantitative analytical skills plus accounting
• Ability to manage multiple projects simultaneously across multiple time zones.
• Presentation skills with board level presentation experience
• Extremely high level of attention to detail essential, with an ability to mentor and train junior resources
• Ability to negotiate complex transactions (e.g. joint ventures, syndicate deals) involving equity investments
• Proficient in MS Office applications and working knowledge of databases and reference sources
• Fluency in at least one foreign language (in addition to English) will be viewed favourably, especially French, Spanish, German or Chinese (Mandarin).
• Master's Degree from a globally-recognised institution.
About Us
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. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.
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' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
About the Team
J.P. Morgan Asset & 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.