Private Equity Middle Office - Alternative Investments, Vice President

About this role

The Private Equity Middle Office Team supports J.P. Morgan’s Private Bank Advisors and Bankers globally throughout the entire private equity and real estate funds investment lifecycle. The team liaises directly with our internal Structuring, Investor Relations, Fund Accounting, and Due Diligence teams as well as a wide variety of external funds and their administrators.

As a Private Equity Middle Office – Alternative Investments, Vice President, you will provide oversight of global teams performing core operational processes. Initially, you will own core functional responsibilities, but the goal is to continue migration efforts of those functions to offshore partners, and then, split time between oversight and performing more tactical and strategic initiatives working with senior leadership.

Job responsibilities:

Become a specialist in all aspects of our alternative investments platform including Private Equity commitments and capital activity, reconciliation oversight, and all other aspects of the full product lifecycle

Document procedures and process flows, and ensure they are maintained in real time

Assist in developing and reviewing documented test plans, and coordination of UAT. Along with development of training materials and hosting training sessions

Provide support to the Investor community for JPMorgan’s alternative investment products

Manage relationships with private equity funds and fund administrators

Compile MIS data for senior management

Contribute to strategic projects to increase automation and enhance controls

Required qualifications, capabilities, and skills:

6+ years of alternatives investment middle office or investor servicing experience (can also be within alternative investment strategy/change/process improvement)

Solid written and oral communication skills to articulate complex issues in a straightforward and digestible manner to internal and external stakeholders

Self-starter with a high level of integrity, strong teamwork orientation and commitment to a diverse and inclusive environment

Proven ability to work under pressure and to tight deadlines; along with strategic process improvement and Process and control-oriented mindset

Process and control-oriented mindset

Highly comfortable with technology and client account reference data

Experience in workflow analysis and documentation. Advanced Excel skills

Preferred qualifications, capabilities, and skills:

Advanced automation/robotics experience/low code or no code application skills

Experience in Asset/Wealth Management and understanding of Private Banking

Experience interfacing with outside vendors (i.e. Custodians, Fund Companies/Administrators)

Exposure to international offices and procedures

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 Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.​