• Support the onboarding of investors and related contacts for new fund launches and subsequent investment closings.
• Maintain and update investor records, banking instructions, contact information, static data, and account-level details across operational platforms.
• Process investor requests and ensure accurate and timely maintenance of investor data and documentation.
• Upload, review, and distribute fund notices, investor communications, and reporting to applicable investors and stakeholders.
• Perform end-to-end quality reviews to ensure all updates are completed accurately and in accordance with established procedures and controls.
• Partner with global Investor Relations Operations teams and internal stakeholders to support seamless service delivery.
• Investigate operational issues, identify root causes, and escalate risks and exceptions in a timely manner.
• Support process improvement initiatives, operational projects, and business enhancement activities.
• Ensure adherence to regulatory requirements, AML/KYC standards, internal controls, and risk management policies.

• Bachelor’s degree in Commerce, Finance, Business Administration, or a related discipline.
• Minimum 4 years of experience in financial services operations, investor services, client onboarding, or transaction processing environments.
• Experience in Investor Services, Transfer Agency, Fund Administration, Client Onboarding, or AML/KYC Operations.
• Strong understanding of investor lifecycle management, static data maintenance, and operational controls.
• Ability to manage high transaction volumes while maintaining accuracy and attention to detail.
• Strong analytical, problem-solving, and decision-making skills.
• Excellent verbal and written communication skills with the ability to interact effectively with internal and external stakeholders.

Preferred qualifications, capabilities, and skills

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

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.