at J.P. Morgan
Bulge Bracket Investment BanksPosted 8 days ago
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**Alternative Investments Client Reporting Analyst** works with internal teams and external providers to manage client reporting for JPMorgan's $250B alternatives platform. Duties include collaborating with tax preparers for Schedule K-1s and 1099s, managing fund document distribution, updating procedures, and enhancing systems for automation. Proficient in Microsoft Excel, this role requires strong organizational skills, proactive problem-solving, and effective communication across senior levels. Join JPMorgan's private bank and drive improvements in their high-volume, deadline-driven environment.
- Compensation
- Not specified
- City
- Newark
- Country
- United States
Currency: Not specified
Full Job Description
Location: Newark, DE, United States
As an Alternative Investments Client Reporting Analyst, you will work with internal JPM teams, client advisors, and external service providers (administrators, tax preparers, etc.) to support the alts business. The role is responsible for providing funds with updated tax reporting data on an annual basis while safeguarding client personal information. You will operate in a fastpaced, highvolume environment with tight deadlines. Opportunities exist for career advancement and automation efficiencies, and candidates should demonstrate strong problemsolving skills and a proactive approach.
- Work as a liaison between JPMorgan Private Bank clients and the alternative investment funds on our alts platformWork closely with fund tax preparers on client reporting for Schedule K-1, Form 1099s, 1042-S, PFIC Statements and moreManage the end-to-end storage, mailing and posting of fund documents to clients, including Capital Call, Capital Distributions, Schedule K-1s, Form 1099s, etc. in a timely mannerMaintain and update accurate procedures, training material and process flowsCoordinate with client advisors and fund administrators to close out audit confirmation requestsProactively look for means of automation, efficiencies, and scalabilities - consistently work with business groups to make enhancements to current systems and processesResponsible for resolving problems and discrepancies both internally and externallyRequired Qualifications, Capabilities, and Skills:
- Proactive, detail oriented, team player with strong organizational/multi-tasking skill setExcellent database knowledge required - Specifically Microsoft ExcelAbility to communicate directly with all levels of Senior management within the business and throughout the organizationAbility to take on additional responsibilities as the group expandsApply now
SIMILAR OPPORTUNITIES
Alternative Investments Client Reporting Analyst
Compensation
Not specified
City: Newark
Country: United States
ExperiencedNo visa sponsorship**Alternative Investments Client Reporting Analyst** works with internal teams and external providers to manage client reporting for JPMorgan's $250B alternatives platform. Duties include collaborating with tax preparers for Schedule K-1s and 1099s, managing fund document distribution, updating procedures, and enhancing systems for automation. Proficient in Microsoft Excel, this role requires strong organizational skills, proactive problem-solving, and effective communication across senior levels. Join JPMorgan's private bank and drive improvements in their high-volume, deadline-driven environment.
Full Job Description
Location: Newark, DE, United States
Join the Alts Client Reporting team within Alternative Investments Middle Office, part of JPMorgans Asset & Wealth Management Private Bank. With over $250 billion in assets under management, the WM Alternative Investments business is one of the largest alternatives platforms globally.As an Alternative Investments Client Reporting Analyst, you will work with internal JPM teams, client advisors, and external service providers (administrators, tax preparers, etc.) to support the alts business. The role is responsible for providing funds with updated tax reporting data on an annual basis while safeguarding client personal information. You will operate in a fastpaced, highvolume environment with tight deadlines. Opportunities exist for career advancement and automation efficiencies, and candidates should demonstrate strong problemsolving skills and a proactive approach.
Job Responsibilities:- Work as a liaison between JPMorgan Private Bank clients and the alternative investment funds on our alts platformWork closely with fund tax preparers on client reporting for Schedule K-1, Form 1099s, 1042-S, PFIC Statements and moreManage the end-to-end storage, mailing and posting of fund documents to clients, including Capital Call, Capital Distributions, Schedule K-1s, Form 1099s, etc. in a timely mannerMaintain and update accurate procedures, training material and process flowsCoordinate with client advisors and fund administrators to close out audit confirmation requestsProactively look for means of automation, efficiencies, and scalabilities - consistently work with business groups to make enhancements to current systems and processesResponsible for resolving problems and discrepancies both internally and externallyRequired Qualifications, Capabilities, and Skills:
- Proactive, detail oriented, team player with strong organizational/multi-tasking skill setExcellent database knowledge required - Specifically Microsoft ExcelAbility to communicate directly with all levels of Senior management within the business and throughout the organizationAbility to take on additional responsibilities as the group expands
SIMILAR OPPORTUNITIES
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