Job Description

Position Responsibilities

• Serve as main 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 quickly and accurately
• Partner within the IR Ops department and across the Hedge Fund Services ("HFS") and Private Equity and Real Estate Services ("PERES") team to ensure the end-to-end process is completed appropriately
• Responsible for the production and review of standard client and investor level reporting, such as monthly/quarterly statements, contract notes, order acknowledgements, and regulatory reports
• Tasked with completing ad-hoc reporting as necessary such as the preparation of board reports, system extracts, K-1 and AFS distribution, audit requests, etc
• Responsible for final signoff on investor transactions and resolution of outstanding documentation, including KYC/AML documents.
• Perform call-backs as necessary to clients and investors in order to update bank wire instructions and authorized signors lists
• Perform EOD process to ensure all deliverables were met timely and accurately and that exceptions are appropriately noted
• Attend and drive internal and external client meetings, usually via conference call, to ensure client needs and expectations are consistently met or exceeded; ensure resolution of follow up items
• Active involvement in projects within your team and the IR Ops department including, but not limited to, client on-boardings, system testing, etc
• Identify and action priority items within appropriate timeframes; Escalate issues as necessary; relentlessly resolve aged items.
• Follow JPMorgan\'s established processes and procedures during daily work. Look to modify/iterate processes and procedures constantly to improve accuracy, reduce redundancy and mitigate risk
• Build relationships with clients, investors, distributors, prime brokers and other third parties as well as with other business groups across JPMorgan

Qualifications

Selection Criteria

• Team player; Positive attitude
• Dedicated to superior client service
• Very strong communication skills both oral and written; Excellent interpersonal skills
• Professional and proactive approach to work
• Strong organizational skills with a heightened concern for quality & accuracy
• Proven ability to manage staff and project in addition to daily work

Job Requirements

• Bachelors degree required (business discipline preferred)
• Minimum 0-2 years in Financial Services industry, preferably with prior Alternatives experience
• Extensive working knowledge of Microsoft Office products including Word, Excel, Access, Visio and Outlook Express (or similar email program)

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 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. In accordance with applicable law, we make reasonable accommodations for applicants\' and employees\' religious practices and beliefs, as well as any mental health or physical disability needs.