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Corporate & Investment Bank - Investor Services - Associate

Req #: 170098144
Location: Brooklyn, NY, US
Job Category: Product Management
Potential Referral Amount: 0 US Dollar (USD)
About J.P. Morgan Corporate & Investment Bank (CIB)
J.P. Morgan's Corporate & Investment Bank is a global leader across banking, markets and investor services. The world's most important corporations, governments and institutions entrust us with their business in more than 100 countries. With $18 trillion of assets under custody and $393 billion in deposits, the Corporate & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.
About Alternative Investment Services (AIS)
AIS is a division within the CIB that provides fund administration and middle office services to single manager hedge funds, private equity, and fund of hedge funds.  AIS is one of JPMorgan's fastest growing businesses and one of the fastest growing administrators in the market.  Today AIS has over $540 billion in assets under administration and custody, over 1,200 employees and offices in New York, Boston, Dublin, Hong Kong, London and Sydney. 
About Alternative Investor Relations Operations (IR Ops)
IR Ops is responsible for processing investor transactions, maintaining the investor registers, monitoring money transfers (including AML & KYC), producing and distributing reporting, and responding to inbound inquiries from our clients and their investors.
Position Responsibilities
  • Work with the team to provide oversight and leadership for the delivery of IR Ops services to clients across AIS
  • Serve as the main contact for a portfolio of clients and their investors; 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
  • Perform completeness reviews in a quality assurance capacity as it relates to investor or fund  activity/ changes; ensure all work is ‘Always Audit Ready’
  • Drive client meetings, usually via conference call, to ensure client needs and expectations are consistently met or exceeded; ensure resolution of follow up items
  • 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
  • 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
  • Follow JPMorgan's established processes and procedures
  • Look to modify / iterate processes and procedures to continually improve accuracy, reduce redundancy, and mitigate risk
  • Engage in projects within your team and the IR Ops department including, but not limited to, client on-boardings, system testing, etc
  • Identify and action priority items within appropriate timeframes; escalate issues as necessary; relentlessly resolve aged items
  • 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
  • Strong organizational skills with a drive for impeccable quality
  • 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
Job Requirements
  • Bachelors degree required (business discipline preferred)
  • Minimum 2-4 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
  • Experience supervising work and / or staff (preferred)
  • 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 perceives 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
Position Demands
  • Extended hours may be required during conversions / deconversions of new business or systems, as well as during peak cycles (year-end, month-end, tax season, etc)
Shift coverage may be necessary on a rotating schedule to cover operational hours
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