Asset Management - Global Alts Company Secretary - Vice President

J.P. Morgan; New York (NY); On-site; USD 150,000 - 200,000; Full time

Job summary

A leading financial institution is seeking a Vice-President to support the Company Secretary team. This role involves overseeing portfolios, ensuring compliance, and collaborating with international teams. The ideal candidate will be organized, possess strong communication skills, and have a solid background in asset management.

Qualifications

• At least 7 years of experience in a similar fiduciary or asset management role.
• Knowledge of Reg Y, Reg W, and Volcker rules is a plus.

Responsibilities

• Manage portfolios of Private Equity Real Estate (PERE) entities.
• Coordinate board meetings and shareholder meetings.
• Oversee compliance calendars and legal aspects of fund structures.

Skills

Communication

Interpersonal Skills

Problem Solving

Organization

Independence

Education

Bachelor’s degree in Business, Finance, Management

Tools

Microsoft Office

Job description

J.P. Morgan Asset Management is the world’s third-largest alternatives manager, with a 40-year history of delivering innovative alternative solutions across market cycles. Our alternative investment engines are managed by highly specialized independent teams, backed by the global reach, vast resources, and robust governance of J.P. Morgan Asset Management. Our alternative strategies are designed to achieve specific client outcomes and built to deliver uncorrelated returns to traditional asset classes. Customized alternative portfolios can be tailored to individual client needs. We offer strategies across the alternative investment spectrum, including real estate, private equity and credit, infrastructure, transportation, liquid alternatives, and hedge funds.

Job Summary

This is a Vice-President level role supporting the Company Secretary (CoSec) team. You will oversee the day-to-day management and supervision of portfolios, primarily of US entities, ensuring compliance with all statutory and regulatory requirements. As part of the CoSec team in this dynamic role, you will collaborate with other team members (5+ people in Europe and Asia) to support team functions and contribute to the expansion plans for the Alts CoSec function.

The ideal candidate will be dependable, organized, and possess excellent communication skills, strong technical knowledge, and a pragmatic approach. Support requirements will vary daily, combining paralegal tasks, board support, and business support. A strong work ethic and common sense are essential.

Job Responsibilities:

• Manage portfolios of Private Equity Real Estate (“PERE”) entities, including:
• Board meetings: agenda preparation, board pack monitoring, and coordination
• Annual shareholder meetings
• Coordinate incorporations and liquidations with stakeholders
• Oversee the administrative and legal aspects of PERE-related fund structures and maintain compliance calendars
• Coordinate with internal and external stakeholders
• Manage external CoSec vendors daily
• Assess reporting credentials of new entities, update internal databases, and oversee internal reporting
• Monitor legal documents for accuracy and compliance
• Assist with due diligence requests

Required qualifications, capabilities, and skills

• Bachelor’s degree in Business, Finance, Management, or related field
• At least 7 years of experience in a similar fiduciary or asset management role
• Strong interpersonal skills and ability to build relationships across organizational levels
• Ability to remain composed and objective under pressure
• Proven ability to work independently, prioritize, and manage multiple projects in a fast-paced environment
• Excellent written and verbal communication skills
• Knowledge of Reg Y, Reg W, and Volcker rules is a plus
• Solution-oriented, proactive, and eager to learn
• Familiarity with registered and unregistered investment funds, real estate, and private equity
• Proficient in Microsoft Office

Preferred qualifications, capabilities, and skills

• Juris Doctor (JD) in Law is a plus