Hedge Fund Services - Associate

Location: Toronto, ON, Canada

Job Family: Customer Success

About the Role

At JP Morgan Chase, we are a leading global financial services firm with a strong presence in asset management and hedge fund services. As a Hedge Fund Services Associate in our Toronto office, you will play a pivotal role in supporting our institutional clients, including hedge funds, by delivering exceptional servicing solutions that drive their success. This position within the Customer Success category involves collaborating closely with cross-functional teams to ensure seamless operations, from client onboarding to ongoing reporting and compliance. You will contribute to enhancing client experiences in a dynamic environment where innovation in financial technology meets traditional hedge fund expertise, all while upholding JP Morgan's commitment to integrity and excellence in the financial services industry. Your day-to-day responsibilities will include managing client relationships, resolving complex inquiries related to fund administration, and ensuring accurate delivery of services such as NAV calculations, investor reporting, and trade reconciliations. Working in Toronto, ON, you will support North American and global hedge fund clients, leveraging JP Morgan's robust infrastructure to navigate regulatory landscapes like Canadian securities rules and international standards. This role offers opportunities to develop your skills in alternative investments, while contributing to process optimizations that enhance efficiency and client satisfaction in a competitive market. We value professionals who are passionate about financial services and eager to grow within a world-class organization. Joining JP Morgan Chase means access to cutting-edge resources, mentorship from industry leaders, and a culture that fosters innovation and work-life balance. If you have a solid foundation in finance and a drive to deliver outstanding customer outcomes, this Associate position is an ideal step to advance your career in hedge fund servicing.

Key Responsibilities

• Support hedge fund clients by providing timely and accurate servicing solutions to help them achieve investment outcomes
• Collaborate with cross-functional teams including operations, compliance, and sales to deliver seamless customer experiences
• Manage client onboarding processes, including documentation, KYC/AML checks, and account setup
• Prepare and review investor reports, NAV calculations, and performance analytics for hedge funds
• Resolve client inquiries and issues related to fund administration, reconciliations, and trade settlements
• Ensure compliance with regulatory requirements and internal JP Morgan policies in all client interactions
• Identify opportunities to enhance client relationships and drive additional business within the hedge fund services portfolio
• Contribute to process improvements and automation initiatives to streamline hedge fund servicing operations
• Monitor market trends and provide insights to clients on how they impact hedge fund strategies
• Participate in team meetings and training to continuously develop skills in financial services

Required Qualifications

• Bachelor's degree in Finance, Business Administration, Economics, or a related field
• Minimum of 2-3 years of experience in financial services, preferably in hedge fund administration or asset management
• Strong understanding of hedge fund operations, including fund accounting, investor reporting, and regulatory compliance
• Proficiency in financial software and tools such as Bloomberg, Charles River, or similar platforms
• Excellent analytical skills with the ability to interpret complex financial data
• Ability to work in a fast-paced, high-volume environment with tight deadlines
• Canadian residency or work authorization required for Toronto location

Preferred Qualifications

• Advanced degree (MBA or Master's in Finance) or relevant certifications like CFA Level 1 or CAIA
• Experience with alternative investments and hedge fund servicing at a major financial institution
• Familiarity with Canadian securities regulations (e.g., NI 81-102) and global standards like AIFMD
• Prior exposure to client-facing roles in asset servicing or custody services
• Bilingual proficiency in English and French

Required Skills

• Financial analysis and modeling
• Client relationship management
• Regulatory compliance knowledge
• Data reconciliation and accuracy
• Problem-solving and critical thinking
• Communication (verbal and written)
• Team collaboration and stakeholder engagement
• Attention to detail
• Time management in high-pressure environments
• Proficiency in Microsoft Excel and financial databases
• Understanding of hedge fund structures and instruments
• Risk assessment and mitigation
• Adaptability to changing market conditions
• Customer service orientation
• Project coordination skills

Benefits

• Competitive base salary and performance-based annual bonuses
• Comprehensive health, dental, and vision insurance coverage
• Retirement savings plan with generous company matching contributions
• Paid time off including vacation, sick days, and parental leave
• Professional development programs, including tuition reimbursement and access to internal training
• Employee stock purchase plan and financial wellness resources
• Wellness initiatives such as gym memberships, mental health support, and flexible work arrangements
• Global mobility opportunities within JP Morgan Chase's international network

JP Morgan Chase is an equal opportunity employer.