Posted: 7h ago
The role
Job Summary
As an Investor Relations Associate in the Alternative Fund Services Investor Relations department, you will lead the delivery of investor relations services to clients across Alternative Investment Services. You will collaborate closely with senior team members to ensure client service excellence, lead in day‑to‑day operations, and contribute to process improvements. This role is ideal for candidates with a background in alternative investment services who seek to grow their career with a passion for growth, leadership, teamwork, and operational efficiency.
Job Responsibilities
Work on a team of highly dedicated individuals to ensure accurate and timely processing of all Fund and Investor level activity (Dealing, Cash, Settlement, Reporting, Query Management).
Serve as the main contact for a portfolio of clients; answer all phone calls and emails pertaining to those relationships and demonstrate ability to resolve inquiries quickly and accurately.
Perform completeness reviews in a quality assurance capacity as it relates to investor or fund activity/changes; ensure all work is "Always Audit Ready".
Oversee and review client and investor level reporting, such as monthly/quarterly statements, contract notes, order acknowledgements, and regulatory reports.
Manage the final signoff process for investor transactions and resolve any outstanding documentation.
Follow JPMorgan's established processes and procedures and modify/iterate processes and procedures to continually improve accuracy, reduce redundancy, and mitigate risk.
Required Qualifications, Capabilities, and Skills
Minimum 3+ years of experience in the Financial Services industry, preferably with a Fund Administrator, Hedge Fund, or Private Equity Fund.
Bachelor's degree in finance, economics, accounting, or another relevant field.
Dedicated to superior client service and able to remain poised under pressure.
Strong communication skills, both oral and written.
Excellent interpersonal skills.
Ability to work with a high level of precision in a fast‑paced, deadline‑driven environment.
Ability to collaborate and solve problems that involve multiple stakeholders.
Ability to work independently with strong follow‑through.
Preferred Qualifications, Capabilities, and Skills
Master's degree in finance, economics, accounting, or another relevant field.
Extensive working knowledge of Microsoft Office products including Word, Excel (VLOOKUP, etc.), and Outlook.
Client Service: Anticipate and identify customer needs; take action to meet customer needs; develop effective working relationships with internal and external customers; continually search for ways to increase customer satisfaction.
Risk Aversion: Demonstrate a keen eye for details; look for and mitigate inherent and residual risks.
Adaptability: Confidently handle day‑to‑day work challenges; willing and able to adjust to multiple demands, shifting priorities, ambiguity, and rapid change; shows resilience in the face of constraints, frustrations, or adversity.
High Aptitude: Able to quickly understand technical, procedural, and functional information to solve problems and deliver information to clients and investors.
Communicate Effectively: Demonstrate and convey an understanding of the comments and concerns of others; listen well in a group.
Analyze and Solve Problems: Gather relevant information systematically; consider a broad range of issues or factors; grasp complexities and perceive relationships among problems or issues; include others in problem‑solving efforts when appropriate.
Foster Teamwork: Builds effective teams committed to organizational goals; fosters collaboration among team members and among teams.
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.
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