JP Morgan Chase & Co.

Asset Management, Private Equity - Investment Management/Execution and Client Services, Vice President

JP Morgan Chase & Co. • $180K — $250K *
New York, NY 10025In-Person
Finance & Insurance
5 - 7 years of experience
1 week ago
Job Overview by Ladders

Qualifications

  • 5+ years of experience in asset management functions like investment execution and client servicing.
  • Familiarity with private equity documentation and subscription processes.
  • Strong work ethic with self-motivation and ownership of responsibilities.
  • Ability to manage multiple projects under high-stress conditions.
  • Collaborative team player who can constructively challenge ideas.
  • Demonstrated ethical standards and fiduciary responsibility.

Responsibilities

  • Complete subscription booklets and KYC onboarding for private equity investments.
  • Manage KYC/AML compliance requests from private equity administrators.
  • Oversee administrative tasks for PEG account relationships.
  • Coordinate fund closings, client onboarding, and KYC processing.

Benefits

  • Opportunity to work in a leading investment management team at J.P. Morgan.
  • Exposure to a broad range of investment strategies and asset classes.
  • Collaboration with global teams across various business functions.
  • Skill development in private equity investment and client management.
Full Job Description
Job Description

Role Overview

This position is for a Vice President - Investment Management / Execution and Client Services role within the PEG.

The role would have four basic areas of responsibility:
  • Investment execution - supporting the PEG investment teams in the subscription process for closing private equity investments, including primary commitments in private equity funds as well as secondary investments and co-investments.
  • KYC/AML information management - obtaining and providing KYC/AML materials requested by private equity administrators during closing process and throughout investment cycle.
  • Account management - acting as principal administrative point of contact for certain PEG account relationships, including managing financial reporting, cash flows, expense payments, periodic investor calls and requests, in conjunction with the broader PEG business, investment and operations teams.
  • PEG fund closings - manage fund closings for investors in PEG funds, including coordinating client onboarding and KYC process, with the PEG investor relations and marketing teams, JPMC client account managers and operations team, and external custodian / administrator

While not a legal role, investment funds experience as a lawyer, paralegal, AML officer, finance or operations would be useful. Critical to success of the role is developing a deep understand of all of the PEG's business functions (e.g., investment support, product development, marketing, finance, operations), collaborating closely with the Group's global investor relations and portfolio management teams, building institutional knowledge, and being a representative of the PEG to clients, service providers and other teams at JPMC. Excellent communication (written and verbal), analytical, time management and organizational skills and attention to detail are critical.

Responsibilities include:
  • Completion of subscription booklets and KYC onboarding requirements for PEG clients participation in private equity investments
  • Manage and respond to KYC/AML compliance requests from private equity administrators.
  • Managing all administrative aspects for certain PEG account relationships
  • Manage private equity fund closings, including client onboarding and KYC processing


Qualifications
  • Essential Skills:
    • Accepts ownership and accountability; self-motivated with a strong work ethic and ability to make decisions
    • Independent and creative thinker with ability to learn and tackle new challenges
    • Experience successfully working through high stress, challenging situations while managing multiple projects
    • Confidence to constructively challenge assumptions, accept feedback and overcome disagreement
    • Takes a team-oriented, collaborative approach
    • Highest ethical and fiduciary standards
  • Preferred Experience:
    • 5+ years of professional experience in relevant asset management function, such as investment execution, operations, legal support, client servicing or similar role
    • Familiarity with private equity documentation, subscription process and financial reporting
  • Education/Credentials:
    • BA
    • JD helpful but not required.


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.

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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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