As an Alternative Investments Middle Office Analyst within J.P. Morgan’s Private Bank, you will be part of the Alternative Investments Group (“AIG”), a global team responsible for the selection and monitoring of a diverse array of alternative investment opportunities. In this role, you will develop a foundational understanding of the functions and services provided by the Alternatives Middle Office team and support day-to-day operational and investor servicing processes.
This role offers the opportunity to build expertise across a designated set of alternative investment products, stay current on relevant market and regulatory developments, provide high-quality support to the Investor community, and develop strong working relationships with internal partners and external counterparties.
Job Responsibilities:
- Support coverage of a designated set of alternative investments, including hedge funds, private equity funds, and real estate funds.
- Track and help maintain awareness of industry trends, regulatory changes, and market developments impacting alternatives.
- Deliver high-quality support to the Investor community for JPMorgan’s alternative investment products.
- Triage and respond to investor inquiries; escalate issues as appropriate and help drive timely resolution.
- Assist with subscription and transfers workflows, including documentation collection, completeness checks, and process tracking.
- Support relationship management with hedge/private equity funds and fund administrators through routine coordination and follow-ups.
- Assist as a point of contact to facilitate communication between investors, fund managers/administrators, and internal stakeholders.
- Partner with internal teams (e.g., compliance, legal, and operations) to help ensure workflows are completed accurately and on time.
- Review subscription and transfer documents for accuracy and completeness; flag exceptions and coordinate remediation.
- Assist with due diligence/document checks to support alignment with internal policies and applicable requirements.
- Prepare and distribute recurring and ad-hoc reporting to support senior management, business development, and investment support needs.
Required qualifications, capabilities and skills:
- Undergraduate Degree: Bachelor’s degree in finance, economics, business, or a related field.
- Foundational Product Knowledge: Understanding of alternative investments (e.g., hedge funds, private equity funds, real estate funds) or strong interest in learning.
- Excel Proficiency: Strong skills in Microsoft Excel, including data analysis and building/maintaining spreadsheets and reporting.
- Execution Under Deadlines: Ability to operate effectively in a high-pressure environment with time-sensitive deliverables.
- Interpersonal Skills: Strong relationship-building skills with investors, fund managers/administrators, and internal partners.
- Communication: Strong written and verbal communication skills with the ability to summarize complex information clearly.
- Detail Orientation: Consistent focus on accuracy and completeness when reviewing documents and processing requests.
- Teamwork: Ability to collaborate in a fast-paced, “trading desk” style environment.
Preferred qualifications, capabilities and skills:
- Experience: 0–2 years of relevant experience in financial services, operations/middle office, alternative investments, investor services, or related experience (including internships)and/or paralegal experience.
- Technical Skills: Familiarity with automation tools and prompt adaptability to fast changing tech environment.
- Analytical Skills: Strong analytical and problem-solving skills to identify trends and make data-driven decisions.
- Coordination Skills: Ability to manage multiple workflows and stakeholders simultaneously.
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.
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.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
Skills Required
- Bachelor’s degree in finance, economics, business, or a related field
- Understanding of alternative investments or strong interest in learning
- Strong Microsoft Excel skills, including data analysis and spreadsheet and reporting maintenance
- Ability to work effectively under pressure and meet time-sensitive deadlines
- Strong relationship-building skills with investors, fund managers, administrators, and internal partners
- Strong written and verbal communication skills
- Strong attention to accuracy and completeness when reviewing documents and processing requests
- Ability to collaborate in a fast-paced trading-desk-style environment
- 0–2 years of relevant experience in financial services, operations, middle office, alternative investments, investor services, related fields, internships, or paralegal work
- Familiarity with automation tools and adaptability to changing technology
- Strong analytical and problem-solving skills
- Ability to manage multiple workflows and stakeholders simultaneously
JPMorganChase Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about JPMorganChase and has not been reviewed or approved by JPMorganChase.
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Healthcare Strength — Health coverage is considered comprehensive, including medical, dental, and vision, alongside wellness and mental health resources. Some locations add onsite health centers and related wellbeing support.
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Retirement Support — Retirement offerings include a 401(k)-type savings plan and related financial benefits, with options such as employee stock purchase participation. Financial planning resources are also highlighted to support long-term savings.
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Parental & Family Support — Paid parental leave of 16 weeks for birth or adoption is available for all parents. Child care and back-up child care resources further reinforce family support.
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