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JPMorgan Securities Services - Alternative Investments Associate United States, New Jersey, Jersey City 857765646
Yesterday
As a Alternative Investment Services Associate you will gain diverse experience as you work with through the alternative fund life-cycle for our hedge fund clients! This role will work on a team of highly dedicated individuals to ensure accurate and timely processing of all Fund and Investor level activity.
Job responsibilities
- Processing of all Fund and Investor level activity (investor capital activity, contact/wire updates, investor and client reporting, 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
- Build relationships with clients, investors, other third parties, as well as with other business groups across JPMorgan and perform completeness reviews in a quality assurance capacity as it relates to investor or fund activity/ changes; ensure all work is ‘Always Audit Ready’
- Partner within the IR Ops department and across the broader AIS team to ensure the completion of all end-to-end processes in line with JPMorgan Risk Management policies and 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
- Perform call-backs as necessary to authenticate clients’ and investors’ instructions and follow JPMorgan's established processes and procedures and look to modify / iterate processes and procedures to continually improve accuracy, reduce redundancy, and mitigate risk
Required qualifications, capabilities, and skills
- Bachelors degree required (business discipline preferred)
- Minimum 3 years’ experience in the Financial Services industry, preferably with prior experience in alternative funds
- Extensive working knowledge of Microsoft Office products including Word, Excel (vlookups, etc.), and Outlook·
- Dedicated to superior client service and able to remain poised under pressure
- Team player, professional and proactive approach to work, positive attitude and very strong communication skills both oral and written
- strong organizational skills with a motivation for impeccable quality
- Ability to collaborate, work independently, and solve problems that involve multiple stakeholders
Preferred qualifications, capabilities, and skills
- Bachelors degree required (business discipline preferred)
- Excellent interpersonal skills
- Extensive working knowledge of Microsoft Office products including Word, Excel (vlookups, etc.), and Outlook
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