Job Description
Are you seeking an exciting opportunity to join a dynamic and innovative team? This is your chance to become an Alternatives Middle Office Associate, collaborating with diverse teams in a fast-paced environment. Quickly master key processes in Alternative Investments and make a significant impact!
Job Summary
As an Alternatives Middle Office Associate within the JPMorgan Wealth Management team, you will support the Investor Community, including Bankers, Investors, and Financial Advisors for Alternative Investments. You will perform middle office functions such as trade capture, client reporting, pricing, and legal review for hedge funds, private equity, and real estate funds. With a strong focus on client service and risk controls, you will be a part of a team that makes a difference!
Job Responsibilities
- Execute, validate, and verify trade instructions for alternative products accurately.
- Share fund performance reporting with clients timely
- Perform legal document review on trade order instructions from clients
- Respond swiftly to requests from Investor Support, Structuring, Fund Admins, Operations, and Client Service.
- Drive continuous improvement and reduce risk across manual processes.
- Adhere to service level commitments, process controls, and escalation policies.
- Participate in Wealth Management initiatives, such as system conversions and automations.
Required qualifications, capabilities, and skills
- Exposure to complex products like private equity, hedge funds, real estate funds, derivatives and structured products
- Exceptional organizational and prioritization abilities, with keen attention to detail and excellent interpersonal skills.
- Strong controls mindset with a focus on client satisfaction.
- Capable of working independently with minimal supervision.
- Outstanding verbal and written communication skills.
- Proactive in taking ownership and responsibility to achieve goals.
- Strong analytical skills for driving process improvements.
Preferred qualifications, capabilities, and skills
- Experience with modern automation tools like Alteryx, Python, Unqork
About Us
JPMorganChase, 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. 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.
About the Team
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
