Alternative Investments Support Specialist

JPMorgan Chase & Co.; New York (NY); On-site; USD 90,000 - 130,000; Full time

Job summary

JPMorganChase, within the Trading Services team in New York, is seeking an Alternative Investments Support Specialist with a bachelor’s degree and at least 2 years of experience in alternative investments or related operations.

You will service our Investor community across private equity funds, hedge funds, and real estate funds, coordinating with Structuring, Investor Relations, Client Service, and Due Diligence, and oversee subscriptions, redemptions, and capital calls.

Qualifications

• Bachelor’s degree is required.
• Strong understanding of sophisticated financial products.
• Advanced Excel proficiency.
• Ability to thrive in a high-pressure environment with tight deadlines.
• Excellent interpersonal and business communication skills.
• Detail-oriented with a strong work ethic.
• Team player in a trading desk environment.

Responsibilities

• Develop expertise in a designated set of alternative investments.
• Provide comprehensive support to the Investor community for JPMorgan’s alternative investment products.
• Cultivate and manage relationships with hedge/private equity funds and fund administrators.
• Oversee the instruction of subscriptions, redemptions, and transfers to hedge fund administrators.
• Facilitate capital calls and distributions for private equity funds.
• Process and book alternative investment transactions.
• Assist in the pricing and reconciliation of hedge/private equity fund positions.
• Generate ad-hoc reports for senior management.

Skills

Financial product knowledge

High-pressure / deadline-driven

Interpersonal communication

Attention to detail / work ethic

Team collaboration

Education

Bachelor’s degree

Tools

Excel

Job description

You have a bachelor's degree and a minimum of 2 years of experience in alternative investments or related operations. You also may have a Series 99 or Series 7 certification. This is the team for you.

As an Alternative Investments Support Specialist within the Trading Services team at JPMorganChase, you will play a crucial role in supporting our Investor community by servicing our diverse suite of alternative investments, including private equity funds, hedge funds, and real estate funds. You will collaborate closely with internal teams such as Structuring, Investor Relations, Client Service, and Due Diligence, as well as engage with a wide array of external hedge/private equity funds and their administrators.

The alternative investment segment is one of the fastest-growing areas within the Private Bank at JPMorganChase, with over 500 dedicated employees worldwide. In the Americas alone, our alternative investments assets-under-management exceed $100 billion. This position offers an excellent opportunity to immerse yourself in the alternatives world, attend training programs, and participate in senior leader meetings and conferences to expand your knowledge and expertise.

At JPMorganChase, we are committed to fostering a diverse and inclusive workplace where every team member can thrive. We value the unique perspectives and experiences that each individual brings to our team.

Job responsibilities

• Develop expertise in a designated set of alternative investments.
• Provide comprehensive support to the Investor community for JPMorgan’s alternative investment products.
• Cultivate and manage relationships with hedge/private equity funds and fund administrators.
• Oversee the instruction of subscriptions, redemptions, and transfers to hedge fund administrators.
• Facilitate capital calls and distributions for private equity funds.
• Process and book alternative investment transactions.
• Assist in the pricing and reconciliation of hedge/private equity fund positions.
• Generate ad-hoc reports for senior management.

Required qualifications, capabilities, and skills

• Bachelor’s degree.
• Strong understanding of sophisticated financial products.
• Advanced proficiency in Excel.
• Ability to thrive in a high-pressure environment with tight deadlines.
• Excellent interpersonal and business communication skills.
• Detail-oriented with a strong work ethic.
• Team player capable of succeeding in a dynamic “trading desk” environment.

Preferred qualifications, capabilities, and skills

• Minimum of 2 years of experience in alternative investments or related operations.
• Series 99 or Series 7 certification.