Investor Relations Analyst (Transfer Agency)

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2 Locations
Hybrid
Entry level
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role
Provide investor relations support across fund operations: process investor transactions, resolve AML and tax documentation, serve as client/investor contact, coordinate with internal and external teams, support systems implementations and data migrations, drive process improvements and service excellence.
Summary Generated by Built In

As an Analyst within the Investor Relations (IR) team you will be required to support delivery of IR services to clients across our funds business. You will be expected to work on your own initiative, planning your own work as well as part of a team taking direction from your direct Supervisor and IR Management, where required, with a focus on helping to deliver client service excellence, change management, optimizing work practices and risk mitigation.

Job Responsibilities:

  • Review, process and drive all IR workflow including maker activities for investor transactions and resolving outstanding documentation, including for example investor Anti-Money Laundering and tax documentation
  • Serve as a contact for a portfolio of clients and their investors; answer all phone calls and emails pertaining to those relationships and demonstrate ability to resolve queries timely and accurately
  • Work closely with other teams/departments to ensure the timely and effective delivery of services and to meet business objectives
  • Build relationships with clients, investors, other AIS teams, third parties, as well as with other business groups across the wider JPMorgan organization
  • Support and execute systems implementations/data migrations/new business on-boarding
  • Assist in driving adoption of “follow-the-sun” service model
  • Work closely with colleagues in our global teams and on a cross-functional basis as required
  • Assist management to drive excellence in processes and procedures
  • Perform other duties as may be assigned by management

Required qualifications, capabilities, and skills:

  • Bachelor degree required
  • Ability to display an interest in carving out a career in Financial Services would be advantageous
  • Ability to coordinate multiple assignments simultaneously, completing tasks accurately and on a timely basis.
  • Ability to provide real life examples of strong organization and time management skills deployed to successfully manage/prioritize workload demands would be beneficial
  • Ability to develop and maintain strong relationships (with colleagues & clients)
  • Possess and display excellent written and verbal communication skills
  • Proven examples of self-motivation and experience working under limited supervision
About UsJ.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 TeamJ.P. Morgan’s Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world. 

Skills Required

  • Bachelor degree
  • Ability to coordinate multiple assignments simultaneously and complete tasks accurately and timely
  • Excellent written and verbal communication skills
  • Proven self-motivation and experience working under limited supervision
  • Ability to develop and maintain strong relationships with colleagues and clients
  • Demonstrated organization and time management examples (beneficial)
  • Interest in building a career in Financial Services (advantageous)

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

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The Company
HQ: New York, NY
289,097 Employees
Year Founded: 1799

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.

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