Help deliver a first-class investor experience for alternative investment clients.
Job summary
As an Investor Relations Associate in Alternative Fund Services, you will lead day-to-day delivery of investor relations services for a portfolio of clients across alternative investment servicing. You will partner closely with senior team members and internal stakeholders to provide responsive client service, execute investor transactions, and maintain a strong risk and control focus. You will help ensure work is completed accurately, on time, and with audit readiness in mind. You will also identify opportunities to simplify processes and improve the client and investor experience.
Job responsibilities- Process and reconcile investor and fund activity accurately and on time, including capital activity, investor updates, and cash movements
- Capture, review, and execute subscription and redemption transactions and resolve exceptions through to completion
- Serve as the primary point of contact for assigned clients, responding to inquiries via phone and email with professionalism and urgency
- Perform quality and completeness reviews on investor and fund changes to help ensure strong controls and consistent execution
- Produce and review investor and client reporting (for example, monthly and quarterly statements, contract notes, order acknowledgements, and regulatory reporting where applicable)
- Coordinate investor onboarding and documentation, including know-your-customer and anti-money laundering reviews (KYC/AML)
- Manage final sign-off for investor transactions, tracking outstanding items and driving timely resolution
- Prepare and deliver ad hoc requests, such as board materials, system extracts, audit support, and tax distribution support (for example, K‑1 related requests, where applicable)
- Partner with internal teams to support service delivery and implement changes that improve outcomes for clients and investors
- Follow established procedures and contribute to continuous improvement to reduce risk, increase efficiency, and improve quality
- Maintain clear documentation and status reporting to support transparency, controls, and audit readiness
- Bachelor’s degree in finance, economics, accounting, or a related field
- Minimum 3 years of experience in financial services (for example, fund administration, hedge funds, private equity, or related servicing roles)
- Demonstrated commitment to high-quality client service and the ability to remain composed under time pressure
- Strong written and verbal communication skills
- Strong attention to detail and ability to deliver accurate work in a deadline-driven environment
- Ability to manage multiple priorities, escalate issues appropriately, and follow through to resolution
- Ability to collaborate effectively with multiple stakeholders across operations, client service, and control partners
- Ability to work independently while contributing as an active team member
- Sound judgment and a risk-aware, control-oriented mindset
- Proficiency with common business productivity tools (for example, email, spreadsheets, and word processing)
- Professionalism, accountability, and a proactive approach to continuous improvement
- Master’s degree in finance, economics, accounting, or a related field
- Experience supporting alternative investment products and investor servicing workflows
- Advanced spreadsheet skills (for example, lookups and data validation) and comfort working with large datasets
- Experience preparing client-facing reporting and/or regulatory reporting in an operations environment
- Demonstrated ability to identify process gaps and implement improvements that reduce risk or increase efficiency
- Strong analytical and problem-solving skills, including comfort navigating ambiguity and change
- Proven ability to build effective working relationships with internal partners and external clients
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, accounting, or a related field
- Minimum 3 years of experience in financial services, such as fund administration, hedge funds, private equity, or related servicing roles
- High-quality client service and ability to remain composed under time pressure
- Strong written and verbal communication skills
- Strong attention to detail and ability to deliver accurate work in a deadline-driven environment
- Ability to manage multiple priorities, escalate issues appropriately, and follow through to resolution
- Ability to collaborate effectively with stakeholders across operations, client service, and control functions
- Ability to work independently while contributing as an active team member
- Sound judgment and a risk-aware, control-oriented mindset
- Proficiency with common business productivity tools, including email, spreadsheets, and word processing
- Professionalism, accountability, and a proactive approach to continuous improvement
- Master's degree in finance, economics, accounting, or a related field
- Experience supporting alternative investment products and investor servicing workflows
- Advanced spreadsheet skills, including lookups and data validation, and comfort working with large datasets
- Experience preparing client-facing or regulatory reporting in an operations environment
- Ability to identify process gaps and implement improvements that reduce risk or increase efficiency
- Strong analytical and problem-solving skills, including comfort navigating ambiguity and change
- Ability to build effective working relationships with internal partners and external clients
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.
-
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.
-
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.
-
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.
JPMorganChase Insights
What We Do
JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products. Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com. ©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.
Why Work With Us
Our technologists work on a diverse range of solutions that include strategic technology initiatives, big data, mobile, electronic payments, machine learning, cybersecurity, enterprise cloud development, and other state-of-the-art technologies.
Gallery
