Private Equity Middle Office - Alternative Investments, Vice President

The Private Equity Middle Office Team supports J.P. Morgan’s Private Bank Advisors and Bankers globally throughout the entire private equity and real estate funds investment lifecycle. The team liaises directly with our internal Structuring, Investor Relations, Fund Accounting, and Due Diligence teams as well as a wide variety of external funds and their administrators.
As a Private Equity Middle Office – Alternative Investments, Vice President, you will provide oversight of global teams performing core operational processes. Initially, you will own core functional responsibilities, but the goal is to continue migration efforts of those functions to offshore partners, and then, split time between oversight and performing more tactical and strategic initiatives working with senior leadership.
Job responsibilities:
Become a specialist in all aspects of our alternative investments platform including Private Equity commitments and capital activity, reconciliation oversight, and all other aspects of the full product lifecycle
Document procedures and process flows, and ensure they are maintained in real time
Assist in developing and reviewing documented test plans, and coordination of UAT. Along with development of training materials and hosting training sessions
Provide support to the Investor community for JPMorgan’s alternative investment products
Manage relationships with private equity funds and fund administrators
Compile MIS data for senior management
Contribute to strategic projects to increase automation and enhance controls
Required qualifications, capabilities, and skills:
6+ years of alternatives investment middle office or investor servicing experience (can also be within alternative investment strategy/change/process improvement)
Solid written and oral communication skills to articulate complex issues in a straightforward and digestible manner to internal and external stakeholders
Self-starter with a high level of integrity, strong teamwork orientation and commitment to a diverse and inclusive environment
Proven ability to work under pressure and to tight deadlines; along with strategic process improvement and Process and control-oriented mindset
Process and control-oriented mindset
Highly comfortable with technology and client account reference data
Experience in workflow analysis and documentation. Advanced Excel skills
Preferred qualifications, capabilities, and skills:
Advanced automation/robotics experience/low code or no code application skills
Experience in Asset/Wealth Management and understanding of Private Banking
Experience interfacing with outside vendors (i.e. Custodians, Fund Companies/Administrators)
Exposure to international offices and procedures

Skills
Excel, Process Improvement, Accounting, Wealth Management, Due Diligence, Documentation