Location: Tampa, FL, United States

Job Description

As an Investor Relations Analyst in Alternative Fund Services Investor Relations department, you will support the delivery of investor relations services to clients across Alternative Investment Services. You will work closely with senior team members to ensure client service excellence, assist in day-to-day operations, and contribute to process improvements. This role is ideal for candidates seeking to develop their career in alternative investment servicing, with a strong emphasis on learning, teamwork, and operational efficiency.

The role entails from capturing subscriptions and redemptions, cash management, reviewing KYC/AML, and support internal departments to service client base and implement change to deliver the best results for our business. As part of this talented team, you will develop your career, learn about the Investor Relations and be Audit Ready at all times. 

 

Job Responsibilities

• Act as a point of contact for a portfolio of clients and their investors, responding to phone calls and emails under supervision and escalating complex queries as needed
• Assist in building and maintaining relationships with clients, investors, Alternative Investment Services teams, and other business groups across JPMorgan.
• Support transactional workflows, including maker/checker activities for investor transactions, and help resolve outstanding documentation (e.g., KYC/AML)
• Perform completeness reviews and quality assurance checks related to investor or fund activity/changes
• Partner with Investment Risk and Alternative Investment Services teams to ensure end-to-end processes are completed in line with JPMorgan Risk Management policies
• Assist in systems implementations and data migrations as directed as well as contribute to process improvements by identifying inefficiencies and suggesting modifications
• Help produce management information (MIS) as well as key performance indicators (KPIs) for the department and support the documentation of processes and procedures
• Collaborate with colleagues in global teams and across functions
• Participate in training and development activities to build knowledge and skills
• Perform other tasks as assigned by team management, including supporting integration/implementation of new business or systems during peak cycles
• Flexible work hours may be required to meet operational needs

  

Required qualifications, capabilities, and skills

• At least 2 years  of work experience in wealth management, financial services, or a related field

   

• Familiarity with Microsoft Office products (Word, Excel, Outlook)
• Strong attention to detail and organizational skills and sensitivity to regulatory, risk, and control matters
• Ability to manage multiple assignments and prioritize workload
• Effective written and verbal communication skills
• Team-oriented, with a willingness to learn from and support others
• Knowledge of the Alternatives asset class and/or a passionate to learn about all aspects of Alternatives (Hedge Funds and Private Investments)
• Strong team player with an entrepreneurial predisposition and strong interpersonal skills as required to interact with personnel across the team and firm

 

Preferred qualifications, capabilities, and skills

• Bachelors degree in finance, economics, accounting or any relevant field
• Project management and follow-through skills
• Previous experience in alternative investment servicing, investor relations, or financial operations is advantageous

• Comfort with organizing and interpreting large amounts of data

   

• Demonstrate Coding skill and knowledge of AI tools

   

  
   

Gain diverse experience as you learn to uncover and analyze customer requirements in a thriving product organization