Private Equity Middle Office - Alternative Investments, Vice President
About The Position
The Private Equity Middle Office Team supports J.P. Morgan’s Private Bank Advisors and Bankers globally throughout the private equity and real estate funds investment lifecycle. The team works with internal Structuring, Investor Relations, Fund Accounting, and Due Diligence teams, as well as external funds and their administrators. The Vice President will oversee global teams performing core operational processes. Initially, the role owns core functional responsibilities while supporting migration of functions to offshore partners. Over time, the role will balance oversight with tactical and strategic initiatives in partnership with senior leadership.
Requirements
- At least 6 years of alternatives investment middle office or investor servicing experience, which may also be in alternative investment strategy, change, or process improvement.
- Strong written and oral communication skills, including the ability to explain complex issues clearly to internal and external stakeholders.
- Self-starter with a high level of integrity, a strong teamwork orientation, and commitment to a diverse and inclusive environment.
- Ability to work under pressure and meet tight deadlines.
- Strategic process-improvement capabilities and a process- and control-oriented mindset.
- High comfort level with technology and client account reference data.
- Experience in workflow analysis and documentation.
- Advanced Excel skills.
Nice To Haves
- Advanced automation, robotics, or low-code/no-code application skills.
- Experience in Asset or Wealth Management and understanding of Private Banking.
- Experience interfacing with outside vendors, such as custodians, fund companies, or administrators.
- Exposure to international offices and procedures.
Responsibilities
- Become a specialist in the alternative investments platform, including private equity commitments and capital activity, reconciliation oversight, and the full product lifecycle.
- Document procedures and process flows and keep them maintained in real time.
- Assist with developing and reviewing documented test plans and coordinating user acceptance testing (UAT).
- Develop training materials and host training sessions.
- Provide support to the investor community for JPMorgan’s alternative investment products.
- Manage relationships with private equity funds and fund administrators.
- Compile management information system (MIS) data for senior management.
- Contribute to strategic projects to increase automation and enhance controls.
- Provide oversight of global teams performing core operational processes and support migration of functions to offshore partners.
Benefits
- Competitive total rewards package, including base salary determined by role, experience, skill set, and location.
- Eligible roles may receive commission-based pay and/or discretionary incentive compensation in cash and/or forfeitable equity.
- Comprehensive health care coverage.
- On-site health and wellness centers.
- Retirement savings plan.
- Backup childcare.
- Tuition reimbursement.
- Mental health support.
- Financial coaching.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
