Investor jobs in United States, New Jersey, Jersey City

As an Associate on the TA Ops team, you will be working in a fast-paced environment, handling various tasks such as booking/reviewing subscriptions and redemptions, moving cash for Clients/Funds/Investors, and reviewing KYC/AML. You will collaborate with Accounting, Tech, Client Service, and Product teams to implement change and deliver the best results for our business. You will learn all about the Transfer Agency world and be “Audit Ready” at all times.

Job responsibilities:

• Work on a team of highly dedicated individuals to ensure accurate and timely processing of all Fund and Investor level activity (NAV entry, series consolidation, capital activity, contact/wire updates, etc.)
• 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’
• Produce and review client and investor level reporting, such as monthly/quarterly statements, contract notes, order acknowledgements, and regulatory reports
• Take on and complete ad-hoc reporting as necessary such as the preparation of board reports, system extracts, K-1 distribution, audit requests, etc.
• Manage the final signoff process for investor transactions and resolve any outstanding documentation, including KYC/AML documents
• 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:

• Dedicated to superior client service and able to remain poised under pressure
• Team player, professional and proactive approach to work, positive attitude
• Very 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:

• Bachelor's degree required (business discipline preferred)
• Minimum 3-5 years’ experience in the Financial Services industry, preferably experience with a Fund Administrator, Hedge Fund, or Private Equity Fund
• Extensive working knowledge of Microsoft Office products including Word, Excel (vlookups, 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

As an Associate on the TA Ops team, you will be working in a fast-paced environment, handling various tasks such as booking/reviewing subscriptions and redemptions, moving cash for Clients/Funds/Investors, and reviewing KYC/AML. You will collaborate with Accounting, Tech, Client Service, and Product teams to implement change and deliver the best results for our business. You will learn all about the Transfer Agency world and be “Audit Ready” at all times.

Job responsibilities:

• Work on a team of highly dedicated individuals to ensure accurate and timely processing of all Fund and Investor level activity (NAV entry, series consolidation, capital activity, contact/wire updates, etc.)
• 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’
• Produce and review client and investor level reporting, such as monthly/quarterly statements, contract notes, order acknowledgements, and regulatory reports
• Take on and complete ad-hoc reporting as necessary such as the preparation of board reports, system extracts, K-1 distribution, audit requests, etc.
• Manage the final signoff process for investor transactions and resolve any outstanding documentation, including KYC/AML documents
• 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:

• Dedicated to superior client service and able to remain poised under pressure
• Team player, professional and proactive approach to work, positive attitude
• Very 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:

• Bachelor's degree required (business discipline preferred)
• Minimum 3-5 years’ experience in the Financial Services industry, preferably experience with a Fund Administrator, Hedge Fund, or Private Equity Fund
• Extensive working knowledge of Microsoft Office products including Word, Excel (vlookups, 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

As a Vice President on the TA Ops team, you will oversee critical operations, manage high-profile client relationships, and ensure compliance with KYC/AML standards. You will collaborate with senior leaders across various teams to drive strategic initiatives and ensure the Transfer Agency is “Audit Ready” at all times.

Job Responsibilities:

• Lead a team to ensure accurate and timely processing of Fund and Investor level activities.
• Serve as the primary contact for high-profile clients, managing complex inquiries.
• Oversee completeness reviews related to investor or fund activity/changes.
• Direct the production and review of client and investor level reporting.
• Lead ad-hoc reporting, including board reports and audit requests.
• Manage the final signoff process for investor transactions and resolve documentation issues.
• Champion established processes and lead initiatives to improve accuracy and mitigate risk.

Required Qualifications, Capabilities, and Skills:

• Proven dedication to superior client service with the ability to remain poised under pressure.
• Strong leadership skills with a professional and proactive approach to work.
• Exceptional communication skills, both oral and written.
• Ability to work with precision in a fast-paced, deadline-driven environment.
• Strong problem-solving skills with the ability to collaborate with multiple stakeholders.
• Ability to work independently with strong follow-through and strategic vision.

Preferred Qualifications, Capabilities, and Skills:

• Bachelor’s degree required; advanced degree or relevant certifications are a plus.
• Minimum 7-10 years’ experience in the Financial Services industry.
• Extensive working knowledge of Microsoft Office products.
• Ability to create a vision and actionable roadmap with a focus on ongoing innovation.

As an Associate on the TA Ops team, you will be working in a fast-paced environment, handling various tasks such as booking/reviewing subscriptions and redemptions, moving cash for Clients/Funds/Investors, and reviewing KYC/AML. You will collaborate with Accounting, Tech, Client Service, and Product teams to implement change and deliver the best results for our business. You will learn all about the Transfer Agency world and be “Audit Ready” at all times.

Job responsibilities:

• Work on a team of highly dedicated individuals to ensure accurate and timely processing of all Fund and Investor level activity (NAV entry, series consolidation, capital activity, contact/wire updates, etc.)
• 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’
• Produce and review client and investor level reporting, such as monthly/quarterly statements, contract notes, order acknowledgements, and regulatory reports
• Take on and complete ad-hoc reporting as necessary such as the preparation of board reports, system extracts, K-1 distribution, audit requests, etc.
• Manage the final signoff process for investor transactions and resolve any outstanding documentation, including KYC/AML documents
• 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:

• Dedicated to superior client service and able to remain poised under pressure
• Team player, professional and proactive approach to work, positive attitude
• Very 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:

• Bachelor's degree required (business discipline preferred)
• Minimum 3-5 years’ experience in the Financial Services industry, preferably experience with a Fund Administrator, Hedge Fund, or Private Equity Fund
• Extensive working knowledge of Microsoft Office products including Word, Excel (vlookups, 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

As an Associate on the TA Ops team, you will be working in a fast-paced environment, handling various tasks such as booking/reviewing subscriptions and redemptions, moving cash for Clients/Funds/Investors, and reviewing KYC/AML. You will collaborate with Accounting, Tech, Client Service, and Product teams to implement change and deliver the best results for our business. You will learn all about the Transfer Agency world and be “Audit Ready” at all times.

Job responsibilities:

• Work on a team of highly dedicated individuals to ensure accurate and timely processing of all Fund and Investor level activity (NAV entry, series consolidation, capital activity, contact/wire updates, etc.)
• 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’
• Produce and review client and investor level reporting, such as monthly/quarterly statements, contract notes, order acknowledgements, and regulatory reports
• Take on and complete ad-hoc reporting as necessary such as the preparation of board reports, system extracts, K-1 distribution, audit requests, etc.
• Manage the final signoff process for investor transactions and resolve any outstanding documentation, including KYC/AML documents
• 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:

• Dedicated to superior client service and able to remain poised under pressure
• Team player, professional and proactive approach to work, positive attitude
• Very 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:

• Bachelor's degree required (business discipline preferred)
• Minimum 3-5 years’ experience in the Financial Services industry, preferably experience with a Fund Administrator, Hedge Fund, or Private Equity Fund
• Extensive working knowledge of Microsoft Office products including Word, Excel (vlookups, 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