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.