Alternative Investments Middle Office Associate

Within J.P. Morgan's Private Bank, the Alternative Investments Group ('AIG') is a global collaborative cross functional team of experienced professionals including Investment Specialists, Investor Relations, Structuring and Middle Office support colleagues based in and outside the United. The AIG is responsible for the selection and monitoring of a diverse array of attractive alternative investment opportunities for Global Wealth Management clients. With over $115 billion of client capital invested across hedge funds, private equity, private credit funds and real estate opportunities, the AIG team brings a unique perspective to sourcing and offering alternative investment opportunities to J.P. Morgan's private banking and wealth management clients. The successful candidate/s will be required to quickly learn, understand and support as needed, the functions and services provided by the Alternatives Middle Office team. Job Responsibilities Specialize in all aspects of a designated set of alternative investments, including hedge funds, private equity funds, and real estate funds. Stay updated on industry trends, regulatory changes, and market developments to maintain expertise. Provide top-notch support to our Investor community for JPMorgan's alternative investment products. Address investor inquiries and resolve issues promptly and effectively. Assist investors with the subscription and redemption processes, ensuring a seamless experience. Manage and nurture relationships with hedge/private equity funds and fund administrators. Act as a liaison between investors and fund managers, facilitating clear and effective communication. Develop and maintain strong working relationships with internal teams, including compliance, legal, and operations. Review subscription and transfer documents meticulously to ensure all information is accurate and complete. Conduct thorough due diligence on investment documents and ensure compliance with internal policies and regulatory requirements. Produce ad-hoc reporting for senior management to inform strategic decisions and support business development and investment strategies. Required qualifications, capabilities and skills Undergraduate Degree: A bachelor's degree in finance, economics, business, or a related field. Understanding of Sophisticated Financial Products: Knowledge of alternative investments, including hedge funds, private equity funds, and real estate funds. Advanced Excel Skills: Proficiency in Microsoft Excel, including the ability to create complex financial models and perform data analysis. High-Pressure Environment: Ability to work effectively in an exhilarating, high-pressure environment with tight deadlines. Strong Interpersonal Skills: Excellent interpersonal skills to build and maintain relationships with investors, fund managers, and internal teams. Strong Business Communication Skills: Exceptional written and verbal communication skills to convey complex information clearly and concisely. Detail-Oriented Work Ethic: A meticulous approach to reviewing documents and ensuring accuracy in all tasks. Team Player: Ability to succeed in a dynamic 'trading desk' environment, working collaboratively with colleagues. Preferred qualifications, capabilities and skills Experience: 2-3 years of experience with alternative investments and/or paralegal experience. Industry Certifications: Relevant certifications such as CFA, CAIA, or Series 7/63 licenses. Technical Skills: Familiarity with trade order management systems and other financial software. Analytical Skills: Strong analytical and problem-solving skills to identify trends and make data-driven decisions. Project Management: Experience in managing projects and coordinating with multiple stakeholders to achieve objectives. Networking: Established network within the alternative investments industry. By joining our team as an Alternative Investments Trade Order Management Associate, you will have the opportunity to immerse yourself in the world of alternative investments, develop your expertise, and contribute to the success of our investors and the organization. JPMorgan Chase & Co., 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 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 is an Equal Opportunity Employer, including Disability/Veterans Base Pay/Salary NY $62,700.00 - $106,000.00 / year

Created: 2024-11-12