Best suited to candidates with financial services experience working in alternative investment servicing, who thrive in collaborative environments and prioritize audit readiness and client transparency.
Derived from job-description analysis by Serendipath's career intelligence engine.
Original posting from JPMorgan Chase
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 movementsCapture, review, and execute subscription and redemption transactions and resolve exceptions through to completionServe as the primary point of contact for assigned clients, responding to inquiries via phone and email with professionalism and urgencyPerform quality and completeness reviews on investor and fund changes to help ensure strong controls and consistent executionProduce 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 resolutionPrepare 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 investorsFollow established procedures and contribute to continuous improvement to reduce risk, increase efficiency, and improve qualityMaintain clear documentation and status reporting to support transparency, controls, and audit readinessRequired qualifications, capabilities, and skills Bachelor’s degree in finance, economics, accounting, or a related fieldMinimum 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 pressureStrong written and verbal communication skillsStrong attention to detail and ability to deliver accurate work in a deadline-driven environmentAbility to manage multiple priorities, escalate issues appropriately, and follow through to resolutionAbility to collaborate effectively with multiple stakeholders across operations, client service, and control partnersAbility to work independently while contributing as an active team memberSound judgment and a risk-aware, control-oriented mindsetProficiency with common business productivity tools (for example, email, spreadsheets, and word processing)Professionalism, accountability, and a proactive approach to continuous improvementPreferred qualifications, capabilities, and skills Master’s degree in finance, economics, accounting, or a related fieldExperience supporting alternative investment products and investor servicing workflowsAdvanced spreadsheet skills (for example, lookups and data validation) and comfort working with large datasetsExperience preparing client-facing reporting and/or regulatory reporting in an operations environmentDemonstrated ability to identify process gaps and implement improvements that reduce risk or increase efficiencyStrong analytical and problem-solving skills, including comfort navigating ambiguity and changeProven ability to build effective working relationships with internal partners and external clients
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
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
Source: JPMorgan Chase careers