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