Customer Success Associate

Aumni; New York (NY); On-site; USD 90,000 - 130,000; Full time

Job summary

JPMorgan Chase & Co. in New York seeks an Investor Relations Associate to lead day-to-day investor relations for alternative fund clients. You will work with senior team members to ensure accurate, audit-ready service, and drive improvements in processes and the client experience.

The role requires a minimum of 3 years in financial services, strong communication, and meticulous attention to detail, with the ability to manage multiple priorities and collaborate across stakeholders.

Qualifications

• Bachelor’s degree in finance, economics, accounting, or related field.
• Minimum 3 years of experience in financial services (fund administration, hedge funds, PE, or related).
• Strong written and verbal communication skills.
• Strong attention to detail and ability to deliver accurate work under deadlines.
• Ability to manage multiple priorities and follow through to resolution.
• Ability to collaborate with multiple stakeholders.
• Ability to work independently while contributing as a team member.
• Risk-aware, control-oriented mindset.
• Proficiency with common productivity tools (email, spreadsheets, word processing).
• Professionalism and proactive approach to continuous improvement.

Responsibilities

• Process and reconcile investor and fund activity, including capital activity, investor updates, and cash movements.
• Capture, review, and execute subscription and redemption transactions; resolve exceptions.
• Serve as primary contact for assigned clients via phone and email.
• Perform quality reviews on investor and fund changes to ensure controls and consistency.
• Produce and review investor and client reporting (monthly/quarterly statements, contract notes).
• Coordinate investor onboarding and documentation (KYC/AML).
• Manage final sign-off for investor transactions and track outstanding items.
• Prepare ad hoc requests (board materials, system extracts, audit support, tax distributions).
• Partner with internal teams to improve service delivery and outcomes.
• Follow procedures and contribute to process improvements to reduce risk and increase efficiency.

Skills

Bachelor's degree

Financial services

Client service

Communication

Attention to detail

Multitasking

Collaboration

Independent work

Risk mindset

Productivity tools

Education

Bachelor’s degree in finance/economics/accounting

Master’s degree (preferred)

Job description

Help deliver a first-class investor experience for alternative investment clients.

As an Investor Relations Associate in Alternative Fund Services, you will lead day-to-day delivery of investor relations services for a portfolio of clients across alternative investment servicing. You will partner closely with senior team members and internal stakeholders to provide responsive client service, execute investor transactions, and maintain a strong risk and control focus. You will help ensure work is completed accurately, on time, and with audit readiness in mind. You will also identify opportunities to simplify processes and improve the client and investor experience.

Job responsibilities

• Process and reconcile investor and fund activity accurately and on time, including capital activity, investor updates, and cash movements
• Capture, review, and execute subscription and redemption transactions and resolve exceptions through to completion
• Serve as the primary point of contact for assigned clients, responding to inquiries via phone and email with professionalism and urgency
• Perform quality and completeness reviews on investor and fund changes to help ensure strong controls and consistent execution
• Produce and review investor and client reporting (for example, monthly and quarterly statements, contract notes, order acknowledgements, and regulatory reporting where applicable)
• Coordinate investor onboarding and documentation, including know-your-customer and anti-money laundering reviews (KYC/AML)
• Manage final sign-off for investor transactions, tracking outstanding items and driving timely resolution
• Prepare and deliver ad hoc requests, such as board materials, system extracts, audit support, and tax distribution support (for example, K‑1 related requests, where applicable)
• Partner with internal teams to support service delivery and implement changes that improve outcomes for clients and investors
• Follow established procedures and contribute to continuous improvement to reduce risk, increase efficiency, and improve quality
• Maintain clear documentation and status reporting to support transparency, controls, and audit readiness

Required qualifications, capabilities, and skills

• Bachelor’s degree in finance, economics, accounting, or a related field
• Minimum 3 years of experience in financial services (for example, fund administration, hedge funds, private equity, or related servicing roles)
• Demonstrated commitment to high-quality client service and the ability to remain composed under time pressure
• Strong written and verbal communication skills
• Strong attention to detail and ability to deliver accurate work in a deadline-driven environment
• Ability to manage multiple priorities, elevate issues appropriately, and follow through to resolution
• Ability to collaborate effectively with multiple stakeholders across operations, client service, and control partners
• Ability to work independently while contributing as an active team member
• Sound judgment and a risk-aware, control-oriented mindset
• Proficiency with common business productivity tools (for example, email, spreadsheets, and word processing)
• Professionalism, accountability, and a proactive approach to continuous improvement

Preferred qualifications, capabilities, and skills

• Master’s degree in finance, economics, accounting, or a related field
• Experience supporting alternative investment products and investor servicing workflows
• Advanced spreadsheet skills (for example, lookups and data validation) and comfort working with large datasets
• Experience preparing client-facing reporting and/or regulatory reporting in an operations environment
• Demonstrated ability to identify process gaps and implement improvements that reduce risk or increase efficiency
• Strong analytical and problem-solving skills, including comfort navigating ambiguity and change
• Proven ability to build effective working relationships with internal partners and external clients

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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

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.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

J.P. Morgan’s Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world. Deliver investor relations services for alternative funds, partnering with clients and teams to drive accuracy and improvements.