Alternative Investments Middle Office Associate

Are you passionate about finance and eager to make an impact in the world of alternative investments? We are seeking a detail-oriented and proactive Middle Office Associate to join our innovative team. In this role, you will play a crucial part in supporting our investment operations, ensuring seamless execution and management of alternative investment strategies.

As an Alternative Investments Middle Office Associate within J.P. Morgan’s Private Bank's Alternative Investments Group, you will be responsible for specializing in all aspects of a designated set of alternative investments. You will stay updated on industry trends, regulatory changes, and market developments to maintain your expertise. You will provide top-notch support to our Investor community for J.P. Morgan’s alternative investment products and manage relationships with hedge/private equity funds and fund administrators. This role provides an opportunity to immerse yourself in the world of alternative investments, develop your expertise, and contribute to the success of our investors and the organization.

Job Responsibilities

• Specialize in all aspects of a designated set of alternative investments, including hedge funds, private equity funds, and real estate funds.
• Stay updated on industry trends, regulatory changes, and market developments to maintain expertise.
• Provide top-notch support to our Investor community for JPMorgan’s alternative investment products.
• Address investor inquiries and resolve issues promptly and effectively.
• Assist investors with the subscription and redemption processes, ensuring a seamless experience.
• Manage and nurture relationships with hedge/private equity funds and fund administrators.
• Act as a liaison between investors and fund managers, facilitating clear and effective communication.
• Develop and maintain strong working relationships with internal teams, including compliance, legal, and operations.
• Review subscription and transfer documents meticulously to ensure all information is accurate and complete.
• Conduct thorough due diligence on investment documents and ensure compliance with internal policies and regulatory requirements.
• Produce ad-hoc reporting for senior management to inform strategic decisions and support business development and investment strategies.

Required qualifications, capabilities and skills 

• Undergraduate Degree: A bachelor's degree in finance, economics, business, or a related field.
• Understanding of Sophisticated Financial Products: Knowledge of alternative investments, including hedge funds, private equity funds, and real estate funds.
• Advanced Excel Skills: Proficiency in Microsoft Excel, including the ability to create complex financial models and perform data analysis.
• High-Pressure Environment: Ability to work effectively in an exhilarating, high-pressure environment with tight deadlines.
• Strong Interpersonal Skills: Excellent interpersonal skills to build and maintain relationships with investors, fund managers, and internal teams.
• Strong Business Communication Skills: Exceptional written and verbal communication skills to convey complex information clearly and concisely.
• Detail-Oriented Work Ethic: A meticulous approach to reviewing documents and ensuring accuracy in all tasks.
• Team Player: Ability to succeed in a dynamic “trading desk” environment, working collaboratively with colleagues.

Preferred qualifications, capabilities and skills 

• Experience: 2-3 years of experience with alternative investments and/or paralegal experience.
• Industry Certifications: Relevant certification(s) such as Series 7/63 licenses.
• Technical Skills: Familiarity with trade order management systems and other financial software.
• Analytical Skills: Strong analytical and problem-solving skills to identify trends and make data-driven decisions.
• Project Management: Experience in managing projects and coordinating with multiple stakeholders to achieve objectives.
• Networking: Established network within the alternative investments industry.

By joining our team as an Alternative Investments Trade Order Management Associate, you will have the opportunity to immerse yourself in the world of alternative investments, develop your expertise, and contribute to the success of our investors and the organization.