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
- Perform legal document review on trade order instructions from clients.
- Ensure investment requirements are met prior to order approval.
- 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.
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What We Do
JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands.
Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products.
Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com.
©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.
Why Work With Us
Our technologists work on a diverse range of solutions that include strategic technology initiatives, big data, mobile, electronic payments, machine learning, cybersecurity, enterprise cloud development, and other state-of-the-art technologies.
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Hybrid Workspace
Employees engage in a combination of remote and on-site work.