Alternative Investments Middle Office Analyst

As an Alternative Investments Middle Office Analyst within J.P. Morgan’s Private Bank, you will be part of the Alternative Investments Group (“AIG”), a global team responsible for the selection and monitoring of a diverse array of alternative investment opportunities. In this role, you will develop a foundational understanding of the functions and services provided by the Alternatives Middle Office team and support day-to-day operational and investor servicing processes.
This role offers the opportunity to build expertise across a designated set of alternative investment products, stay current on relevant market and regulatory developments, provide high-quality support to the Investor community, and develop strong working relationships with internal partners and external counterparties.
Job Responsibilities:
Support coverage of a designated set of alternative investments, including hedge funds, private equity funds, and real estate funds.
Track and help maintain awareness of industry trends, regulatory changes, and market developments impacting alternatives.
Deliver high-quality support to the Investor community for JPMorgan’s alternative investment products.
Triage and respond to investor inquiries; escalate issues as appropriate and help drive timely resolution.
Assist with subscription and transfers workflows, including documentation collection, completeness checks, and process tracking.
Support relationship management with hedge/private equity funds and fund administrators through routine coordination and follow-ups.
Assist as a point of contact to facilitate communication between investors, fund managers/administrators, and internal stakeholders.
Partner with internal teams (e.g., compliance, legal, and operations) to help ensure workflows are completed accurately and on time.
Review subscription and transfer documents for accuracy and completeness; flag exceptions and coordinate remediation.
Assist with due diligence/document checks to support alignment with internal policies and applicable requirements.
Prepare and distribute recurring and ad-hoc reporting to support senior management, business development, and investment support needs.
Required qualifications, capabilities and skills:
Undergraduate Degree: Bachelor’s degree in finance, economics, business, or a related field.
Foundational Product Knowledge: Understanding of alternative investments (e.g., hedge funds, private equity funds, real estate funds) or strong interest in learning.
Excel Proficiency: Strong skills in Microsoft Excel, including data analysis and building/maintaining spreadsheets and reporting.
Execution Under Deadlines: Ability to operate effectively in a high-pressure environment with time-sensitive deliverables.
Interpersonal Skills: Strong relationship-building skills with investors, fund managers/administrators, and internal partners.
Communication: Strong written and verbal communication skills with the ability to summarize complex information clearly.
Detail Orientation: Consistent focus on accuracy and completeness when reviewing documents and processing requests.
Teamwork: Ability to collaborate in a fast-paced, “trading desk” style environment.
Preferred qualifications, capabilities and skills:
Experience: 0–2 years of relevant experience in financial services, operations/middle office, alternative investments, investor services, or related experience (including internships)and/or paralegal experience.
Technical Skills: Familiarity with automation tools and prompt adaptability to fast changing tech environment.
Analytical Skills: Strong analytical and problem-solving skills to identify trends and make data-driven decisions.
Coordination Skills: Ability to manage multiple workflows and stakeholders simultaneously.