Securities Services -Alternative Fund Services - Vice President

Location: Boston, MA, United States

Job Family: Customer Success

About the Role

At J.P. Morgan Chase, we are a leading global financial services firm with a proud history of innovation and client focus spanning over 200 years. As a Vice President in Securities Services - Alternative Fund Services, you will play a pivotal role in our Boston office, where our team delivers world-class administration solutions to institutional clients managing alternative investments. This position within the Customer Success category involves reviewing and managing client deliverables, ensuring accuracy, compliance, and timely execution in a dynamic environment. You will contribute to J.P. Morgan's commitment to excellence in asset servicing, supporting the growth of alternative funds amid evolving market demands. Your primary focus will be on overseeing the administration of complex alternative fund structures, including hedge funds, private equity, and real assets. This entails collaborating with cross-functional teams to handle fund accounting, investor reporting, and regulatory submissions while fostering strong client partnerships. At J.P. Morgan, you will leverage cutting-edge technology and proprietary platforms to streamline operations, mitigate risks, and provide actionable insights that drive client success. This role demands a strategic mindset to navigate industry challenges, such as regulatory changes and market volatility, ensuring our services remain a trusted cornerstone for our clients' portfolios. Joining J.P. Morgan means becoming part of a collaborative culture that values diversity, inclusion, and professional growth. In this Vice President role, you will have opportunities to lead initiatives, mentor emerging talent, and advance your career within one of the world's most respected financial institutions. We offer a supportive environment with access to global resources, enabling you to make a meaningful impact on the alternative investments landscape while benefiting from our comprehensive rewards and development programs.

Key Responsibilities

• Review and oversee the preparation of client deliverables including financial statements, investor reports, and regulatory filings for alternative funds
• Manage end-to-end administration processes for hedge funds, private equity, and other alternative investment structures
• Collaborate with internal teams such as custody, middle office, and compliance to ensure seamless service delivery
• Build and maintain strong relationships with clients, addressing inquiries and resolving issues promptly
• Monitor and ensure compliance with industry regulations and J.P. Morgan's internal policies
• Identify opportunities for process improvements and implement enhancements to operational efficiency
• Conduct quality assurance reviews on fund data and calculations to mitigate risks
• Support business development initiatives by providing expertise on alternative fund services
• Mentor junior staff and contribute to team development within Securities Services
• Analyze market trends and advise clients on best practices in alternative investments

Required Qualifications

• Bachelor's degree in Finance, Accounting, Business Administration, or a related field
• Minimum of 7-10 years of experience in fund administration, asset management, or securities services within the financial industry
• Deep knowledge of alternative investment vehicles including hedge funds, private equity, and real assets
• Proven track record in client relationship management and delivering high-quality administrative services
• Strong understanding of regulatory requirements such as SEC, CFTC, and AIFMD
• Experience with fund accounting, NAV calculations, and reconciliation processes
• Ability to work in a fast-paced, high-stakes environment with strict deadlines

Preferred Qualifications

• Advanced degree (MBA or Master's in Finance) or relevant certifications like CFA or CPA
• Prior experience at a major financial institution such as J.P. Morgan Chase or similar
• Familiarity with alternative fund platforms and technology tools like Advent or Geneva
• Demonstrated leadership in managing teams or projects in fund services
• International exposure to cross-border fund administration

Required Skills

• Fund administration and accounting expertise
• Knowledge of alternative investments (hedge funds, PE, real estate)
• Client relationship management
• Regulatory compliance (SEC, AIFMD)
• Financial reporting and NAV reconciliation
• Data analysis and problem-solving
• Project management
• Attention to detail and accuracy
• Communication (verbal and written)
• Leadership and team collaboration
• Risk assessment and mitigation
• Proficiency in Microsoft Excel and financial software
• Adaptability to changing regulations
• Analytical thinking
• Time management in deadline-driven environments

Benefits

• Competitive base salary and performance-based annual bonuses
• Comprehensive health, dental, and vision insurance plans
• 401(k) retirement savings plan with generous company matching
• Paid time off including vacation, sick days, and parental leave
• Professional development programs and tuition reimbursement for certifications
• Employee stock purchase plan and financial wellness resources
• On-site fitness centers and wellness programs at Boston office
• Flexible work arrangements and hybrid work options

JP Morgan Chase is an equal opportunity employer.