Customer Success Associate - Investor Relations (IR)

JPMorgan Chase & Co.; Dublin; On-site; EUR 45,000 - 65,000; Full time

Job summary

JPMorgan Chase & Co. seeks a Customer Success Associate for Investor Relations within the Transfer Agency Team in Ireland.

You will support delivery of IR services to clients across Alternative Fund Services, helping ensure accurate fund setup, documentation reviews, and end-to-end process execution under guidance from senior colleagues. The role emphasizes data analysis, MIS/KPI reporting, and collaboration with cross-functional teams to maintain risk controls and client service excellence.

Qualifications

• Bachelor's degree required.
• 2+ years of experience or equivalent expertise.
• Strong Microsoft Office capability (Word, Excel, Access, Visio, Outlook or similar).
• Comfortable using technology with a willingness to learn new tools and programs.
• Working knowledge of hedge fund and private equity fund structures and operations.
• Analytical approach to gathering information and data analysis, including Excel skills (VLOOKUPs; macros exposure).
• Ability to prioritise, manage time, and work across competing demands.
• Strong team orientation and communication with internal/external stakeholders.

Responsibilities

• Support fund setup activities, including report design/configuration and related operating solutions.
• Assist with completeness/quality reviews for new fund documentation and fund activity/changes.
• Collaborate with IR and cross-functional teams to ensure end-to-end processes align with risk management policies.
• Support client demonstrations and prepare materials for sales presentations regarding Transfer Agency systems.
• Contribute to systems implementations and data migration activities as part of project delivery teams.
• Assist with process documentation and continuous improvement initiatives (accuracy, efficiency, risk mitigation).
• Support identification of risk areas and remediation tracking.
• Contribute to MIS/KPI production and department reporting.
• Participate in audit support activities as required.
• Perform other duties as assigned by management.

Skills

Microsoft Office

Data analysis

Hedge funds knowledge

Time management

Stakeholder communication

Team collaboration

Problem solving

Education

Bachelor's degree

Tools

SQL

NTAS

Multifonds

Flexcube

Riva

Investran

Job description

Investor Relations (also known as Transfer Agency) provides services to Hedge Funds and Private Equity Funds and acts as an interface between fund promoters/distributors and investors for subscriptions, redemptions, switches, and transfers. Core services include account opening, AML/KYC, trading, pricing, payments, cash settlement and reconciliation, corporate actions, dividend distributions, FATCA/CRS reporting, and client/investor/distributor/regulatory reporting.

As a Customer Success Associate – Investor Relations (IR) within the Transfer Agency Team, you will support the delivery of IR services to clients across Alternative Fund Services, contributing to client service excellence and the controlled execution of operational and change activities under guidance from senior team members.

Job Responsibilities:

• Support fund setup activities, including assisting with report design/configuration and related operating solutions.
• Assist with completeness/quality reviews for new fund documentation (PPMs, supplements, and dealing documentation) and fund activity/changes.
• Partner with IR and cross-functional AFS teams to help ensure end-to-end processes are completed in line with JPMorganChase risk management policies.
• Support client demonstrations and help prepare materials for sales presentations relating to Transfer Agency systems and capabilities.
• Contribute to systems implementations and data migration activities as part of project delivery teams.
• Assist with process/procedure documentation and continuous improvement initiatives (accuracy, efficiency, and risk mitigation).
• Support the identification of risk areas and assist in tracking remediation actions.
• Contribute to MIS/KPI production and ongoing reporting for the department.
• Participate in audit support activities (internal and external) as required.
• Perform other duties as assigned by team management.

Required qualifications, capabilities and skills:

• Bachelor's degree required.
• 2+ years of experience or equivalent expertise.
• Strong Microsoft Office capability (Word, Excel, Access, Visio, Outlook or similar).
• Comfortable using technology with a willingness to learn new technological skills, programs and tools.
• Working knowledge (or strong interest in developing knowledge) of hedge fund and private equity fund structures, products, asset classes, and operational workflows.
• Analytical approach to gathering information & strong data analysis capability, including strong Microsoft Excel skills (e.g., VLOOKUPs; macros exposure).
• Ability to prioritise, manage time effectively, and work efficiently across competing demands.
• Strong team orientation, collaborating constructively and contributing reliably to shared outcomes.
• Clear written and verbal communication skills; confidence interacting with internal and external stakeholders.
• Execution focus, including tracking progress and coordinating with other groups to deliver outcomes.
• Strong organisational savavvy and ability to operate effectively across a matrixed, global environment.

Preferred qualifications, capabilities, and skills:

• Understanding of Hedge Fund Accounting / Investor Relations systems
• Proficiency in SQL
• Experience in alternative investment servicing; exposure to Investor Relations / Transfer Agency, operations, or regulatory practices
• Familiarity with IR/TA platforms and tooling (e.g., NTAS, Multifonds, Flexcube, Riva)
• Understanding of FIS' ManTra and/or Investran
• Interest in performance fee concepts (e.g., equalisation, series of shares, limited partnership performance allocations; hurdle rate / high watermark mechanics)
• Openness to innovation and continuous improvement.

Extended hours/weekends may be required during integration/implementation of new business or systems, and during peak cycles (year-end, month-end, tax season, etc.).