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JPMorgan Chase Investor Relations Transformation - Product Associate in Brooklyn, New York

About J.P. Morgan Corporate & Investment Bank (CIB)

J.P. Morgan's Corporate & Investment Bank is a global leader across banking, markets and investor services. The world's most important corporations, governments and institutions entrust us with their business in more than 100 countries. With $18 trillion of assets under custody and $393 billion in deposits, the Corporate & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.

About Alternative Investment Services (AIS)

AIS is a division within the CIB that provides fund administration and middle office services to single manager hedge funds, private equity, and fund of hedge funds. AIS is one of JPMorgan's fastest growing businesses and one of the fastest growing administrators in the market. Today AIS has over $540 billion in assets under administration and custody, over 1,200 employees and offices in New York, Boston, Dublin, Luxembourg, Hong Kong, London and Sydney.

About Alternative Investor Relations Operations (IR)

Alternative Investor Relations Operations provides an end-to-end service offering to alternative investment clients (hedge funds, fund of hedge funds and private equity funds) and their investors.

As Associate - Investor Relations Transformation - Transfer Agency (IR), you will be required to support day-to-day activities as well as providing thought leadership and change execution expertise to the IR Transformaion team as a whole. Working within the IR Transformation team to support delivery of IR services to clients across AIS. You will be expected to plan your own and support the team's activities, where required, with a major focus on client service excellence, change management, optimizing work practices and risk mitigation.

Position Responsibilities

  • Build relationships with clients, investors, other AIS teams, third parties, as well as with other business groups across the wider JPMorgan organization.

  • Work within and help drive the IR Transformation Teams workflow including maker/checker activities for fund setup, fee calculations and report configuration.

  • Complete a review and provide feedback for new Fund documentation (PPM, Supplements and dealing documentation).

  • Perform completeness reviews in a quality assurance capacity as it relates to fund activity/changes.

  • Partner within the IR department and across the broader AIS teams to ensure the completion of all end-to-end processes in line with JPMorgan Risk Management policies.

  • Support and execute systems implementations / data migrations.

  • Contribute to the re-engineering of the IR operating model.

  • Look to modify / iterate processes and procedures to continually improve accuracy, reduce redundant processes, create efficiencies and mitigate risk.

  • Assist in driving adoption of "follow-the-sun" service model.

  • Support the identification of risk areas and the closure of remediation plans.

  • Coach and support the development of junior staff.

  • Contribute to the production of MIS/KPIs for the department.

  • Work closely with colleagues in our global teams and on a cross-functional basis as required.

  • Drive excellence in the documentation of processes and procedures.

  • Work closely with other teams/departments to ensure the timely and effective delivery of services and to meet business objectives.

  • Participate in the audit process with both internal and external parties.

  • Performs other duties as assigned by team management.


  • Experience in the alternative investment servicing industry with experience in investor relations, regulatory practices and operations. Knowledge of HWM ManTra, Investran and technology used by IR is of benefit.

  • A strong technical knowledge of hedge funds from an operational perspective as well as an understanding of the products, asset classes and fund structures offered by asset managers is essential.

  • Proven ability to be effective across a matrixed environment; proven ability to assist in implementing solutions and delivering against timeframes and budgets.

  • Experience managing individuals with the proven ability to work with and motivate teams. This would include providing direction, coaching and effective feedback to team members.

  • Proven experience coordinating multiple assignments simultaneously and completing assigned tasks accurately and on a timely basis. Must demonstrate a strong attention to detail with excellent organization skills. Expected to cite examples of organization and time management/methods used to manage or prioritize workload demands.

  • Must be able to demonstrate knowledge of the regulatory framework in which the industry operates.

  • Sensitivity to regulatory as well as risk and control matters.

  • Ability to develop and maintain client relationships.

  • Possesses and displays excellent written and verbal communications skills; including experience conducting formal presentations to potential fund clients.

  • Proven examples of effective decision-making skills when faced with multiple alternatives.

  • Demonstrated ability to effectively interact and communicate with senior staff.

  • Proven examples of self-motivation and experience working under limited supervision.

Job Requirements

  • Bachelors degree required.

  • Minimum 4-6 years of related work experience.

Computer skills and knowledge of hardware & software required

  • Extensive working knowledge of Microsoft Office products including Word, Excel, Access, Visio and Outlook (or similar email program)

  • Proficiency in SQL would be advantageous

  • Strong knowledge and understanding of Hedge Fund Accounting/Investor Relations systems


  • Analyze and Solve Problems: Gathers relevant information systematically; considers a broad range of issues or factors; grasps complexities and perceives relationships among problems or issues; includes others in problem-solving efforts when appropriate.

  • Work Efficiently: Allocates own time efficiently; handles multiple demands and competing priorities; eliminates inefficiencies; conducts effective meetings.

  • Team Leadership: Fosters an understanding of the team's mission and value to organizational objectives; provides appropriate direction and clarifies roles and responsibilities with team members; makes optimal use of others' skills; celebrates team accomplishments.

  • Manage Execution: Conveys clear goals and expectations when involving others in projects; is accessible and provides support and up-to-date knowledge relevant to others; coordinates work efforts with other groups; monitors progress.

  • Team Membership: Shows commitment to team objectives; values each person's contributions to the team; encourages the participation and involvement of everyone on the team; contributes own fair share of effort to the team's work.

  • Innovate: Generates new ideas; goes beyond the status quo; recognizes the need for new or modified approaches and brings them as well as different perspectives together, combining them in creative ways.

  • Influence Others: Asserts own ideas and persuades others; gains support and commitment from others; mobilizes people to take action.

  • Display Organizational Savvy: Develops effective give-and-take relationships with others; understands the agendas and perspectives of others; recognizes and effectively balances the interests and needs of one's own group with those of the broader organization.

  • Recognize Global Implications: Seeks to understand issues, trends, and perspectives of various cultures and countries; recognizes that what works in one's own country will not necessarily work in another; addresses cultural and geographic differences in strategies and approaches.

Position Demands

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

JPMorgan Chase & Co., 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 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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

Equal Opportunity Employer/Disability/Veterans