JP Morgan Chase & Co.

Alternative Investments Client Reporting Analyst

JP Morgan Chase & Co. • $70K — $95K *
Newark, DE 19702In-Person
Finance & Insurance
Less than 5 years of experience
3 weeks ago
Job Overview by Ladders

Qualifications

  • Proactive, detail-oriented team player with strong organizational skills.
  • Excellent knowledge of databases, particularly Microsoft Excel.
  • Strong communication skills to interact with all levels of senior management.
  • Capacity to take on additional responsibilities as the group grows.

Responsibilities

  • Act as a liaison between JPMorgan Private Bank clients and alternative investment funds.
  • Collaborate with fund tax preparers on client reporting for various tax forms.
  • Manage storage, mailing, and posting of fund documents to clients punctually.
  • Maintain and update procedures, training materials, and process flows accurately.
  • Coordinate with client advisors and fund administrators on audit confirmation requests.
  • Seek opportunities for automation and efficiency improvements with business groups.
  • Resolve discrepancies and problems both internally and externally.

Benefits

  • Opportunities for career advancement within a large financial institution.
  • Exposure to working with high-profile clients and a global alternatives platform.
  • Engagement in a fast-paced environment that fosters problem-solving skills.
  • Chance to contribute to automation efficiencies and process enhancements.
Full Job Description
Job Description

Join the Alts Client Reporting team within Alternative Investments Middle Office, part of JPMorgan's Asset & Wealth Management Private Bank. With over $250 billion in assets under management, the WM Alternative Investments business is one of the largest alternatives platforms globally.

As an Alternative Investments Client Reporting Analyst, you will work with internal JPM teams, client advisors, and external service providers (administrators, tax preparers, etc.) to support the alts business. The role is responsible for providing funds with updated tax reporting data on an annual basis while safeguarding client personal information. You will operate in a fast-paced, high-volume environment with tight deadlines. Opportunities exist for career advancement and automation efficiencies, and candidates should demonstrate strong problem-solving skills and a proactive approach.

Job Responsibilities:
  • Work as a liaison between JPMorgan Private Bank clients and the alternative investment funds on our alt's platform
  • Work closely with fund tax preparers on client reporting for Schedule K-1, Form 1099s, 1042-S, PFIC Statements and more
  • Manage the end-to-end storage, mailing and posting of fund documents to clients, including Capital Call, Capital Distributions, Schedule K-1s, Form 1099s, etc. in a timely manner
  • Maintain and update accurate procedures, training material and process flows
  • Coordinate with client advisors and fund administrators to close out audit confirmation requests
  • Proactively look for means of automation, efficiencies, and scalabilities - consistently work with business groups to make enhancements to current systems and processes
  • Responsible for resolving problems and discrepancies both internally and externally


Required Qualifications, Capabilities, and Skills:
  • Proactive, detail oriented, team player with strong organizational/multi-tasking skill set
  • Excellent database knowledge required - Specifically Microsoft Excel
  • Ability to communicate directly with all levels of Senior management within the business and throughout the organization
  • Ability to take on additional responsibilities as the group expands


About the Team

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

About JP Morgan Chase & Co.

JP Morgan Chase & Co. stands at the forefront of the global financial services industry. They offer an expansive array of products and services to a diverse clientele, including individuals, corporations, governments, and institutions. Ever since the merger of J.P. Morgan & Co. and Chase Manhattan Corporation in 2000, this industry-leading entity has become renowned for its comprehensive portfolio encompassing consumer and community banking, corporate and investment banking, commercial banking, as well as asset and wealth management. Headquartered in the vibrant city of New York, JP Morgan Chase & Co. boasts a formidable presence across over 100 countries worldwide.

Unveiling Employment Opportunities at JP Morgan Chase & Co.

Vacancies and Hiring Initiatives

JP Morgan Chase & Co. is continuously on the lookout for talented individuals eager to contribute to its legacy of excellence. The company's recruitment efforts are geared towards identifying candidates with the right blend of skills and qualifications to drive forward its various business segments. Whether you are a seasoned professional or a recent graduate, JP Morgan Chase offers a plethora of job openings across multiple disciplines.

High-Demand Positions

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Navigating the Job Market at JP Morgan Chase & Co.

Leveraging Job Portals and Job Alerts

For job seekers aiming to tap into the opportunities at JP Morgan Chase, staying updated through job portals and subscribing to job alerts is crucial. These tools can provide timely information about job openings, job fairs, and recruitment events, enabling candidates to apply promptly and prepare adequately for interviews.

Preparing Your Job Application

Your job application, comprising your resume and cover letter, is your ticket to securing an interview at JP Morgan Chase. Highlight your qualifications, skills, and experiences that align with the job listing, ensuring you stand out in the competitive job market.

Acing the Interview

Preparation is key to succeeding in your interview with JP Morgan Chase. Familiarize yourself with the company's business segments, values, and recent achievements. Demonstrating how your background and aspirations match the company's goals can significantly increase your chances of employment. A World of Job Opportunites in the Financial Services Industry JP Morgan Chase & Co. offers a world of job opportunities for those seeking to make their mark in the financial services industry. With competitive salaries, comprehensive benefits, and endless possibilities for growth, positions at JP Morgan Chase are highly coveted. By staying informed through job sites, tailoring your applications, and preparing thoroughly for interviews, you can enhance your prospects of joining the esteemed ranks of JP Morgan Chase employees. Explore the job board, seize the job opportunities, and embark on a rewarding career journey with one of the world's leading financial institutions.
Learn more about JP Morgan Chase & Co.
Size
661 employees
Market Cap
$384.5 billion
Industry
Finance & Insurance
Net Income
$29.1 billion
Founded
1823
5 Year Trend
+0.7%
Revenue
$261.5 million
NASDAQ
CCF
* Ladders Estimates

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