Product Analyst
JPMorganChase
Product, IT
Tampa, FL, USA
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
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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
- Bachelor’s 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
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Comfort with organizing and interpreting large amounts of data
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Demonstrate Coding skill and knowledge of AI tools
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’s Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.
Gain diverse experience as you learn to uncover and analyze customer requirements in a thriving product organization