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Transfer Agency AVP (Alternative Fund Services )
senior · Other
Job Summary:
As an Investor Relations Associate in Alternative Fund Services Investor Relations department, you will lead the delivery of investor relations services to clients across Alternative Investment Services. You will collaborate closely with senior team members to ensure client service excellence, lead in day-to-day operations, and contribute to process improvements. This role is ideal for candidates with knowledge and seek to grow their career in alternative investment service, with a passion on growth, leadership, teamwork, and operational efficiency.
The role entails from capturing, reviewing subscriptions, redemptions and capital calls, cash management, investor/client query management, 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 continue to develop your career, learn about the Investor Relations and always be “Audit Ready”.
Job Responsibilities:
- Work on a team of highly dedicated individuals to ensure accurate and timely processing of all Fund and Investor level activity (Dealing, Cash, Settlement, Reporting, Query Management,)
- Serve as the main contact for a portfolio of clients; answer all phone calls and emails pertaining to those relationships and demonstrate ability to resolve inquiries quickly and accurately.
- Perform completeness reviews in a quality assurance capacity as it relates to investor or fund activity/changes; ensure all work is ‘Always Audit Ready’
- Oversee and review client and investor level reporting, such as monthly/quarterly statements, contract notes, order acknowledgements, and regulatory reports
- Manage the final signoff process for investor transactions and resolve any outstanding documentation
Follow JPMorgan's established processes and procedures and modify/iterate processes and procedures to continually improve accuracy, reduce redundancy, and mitigate risk
Required qualifications, capabilities, and skills:
- Minimum 3+ years’ experience in the Financial Services industry, preferably experience with a Fund Administrator, Hedge Fund, or Private Equity Fund
- Bachelor’s degree in finance, economics, accounting or any relevant field.
Dedicated to superior client service and able to remain poised under pressure
- Posses strong communication skills both oral and written
- Excellent interpersonal skills
- Ability to work with a high level of precision in a fast-paced, deadline-driven environment
- Ability to collaborate and solve problems that involve multiple stakeholders
Ability to work independently with strong follow-through
Preferred qualifications, capabilities, and skills:
- Master’s degree in finance, economics, accounting or any relevant field.
- Extensive working knowledge of Microsoft Office products including Word, Excel (VLOOKUP’s, etc.), and Outlook
- Client Service: Anticipate and identify customer needs; take action to meet customer needs; develop effective working relationships with internal and external customers; continually search for ways to increase customer satisfaction
- Risk Aversion: Demonstrate a keen eye for details; look for and mitigate inherent and residual risks
- Adaptability: Confidently handle day-to-day work challenges; willing and able to adjust to multiple demands, shifting priorities, ambiguity, and rapid change; shows resilience in the face of constraints, frustrations, or adversity
- High Aptitude: Able to quickly understand technical, procedural, and functional information to solve problems and deliver information to clients and investors
- Communicate Effectively: Demonstrate and convey an understanding of the comments and concerns of others; listen well in a group
- Analyze and Solve Problems: Gather relevant information systematically; consider a broad range of issues or factors; grasp complexities and perceive relationships among problems or issues; include others in problem-solving efforts when appropriate
- Foster Teamwork: Builds effective teams committed to organizational goals; fosters collaboration among team members and among teams