Investor Relations Associate, Alternative Funds

Aumni

New York (NY)

On-site

USD 90,000 - 130,000

Full time

7 days ago
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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

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.

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