Securities Services - Alternative Fund Services - Vice President

Location: Boston, MA, United States

Job Family: Customer Success

About the Role

At JP Morgan Chase, we are a leading global financial services firm with a proud history of innovation and client focus. Our Securities Services division plays a pivotal role in supporting the world's most sophisticated investors through custody, fund administration, and alternative asset services. We are seeking a Vice President to join our Alternative Fund Services team in Boston, MA, where you will contribute to delivering exceptional value to clients managing hedge funds, private equity, and other alternative investments. This role within the Customer Success category offers the opportunity to work in a dynamic environment at the intersection of finance, technology, and client relationships, driving the success of our institutional partners in a competitive landscape. As a Vice President, you will act as a trusted advisor to high-profile clients, overseeing the end-to-end administration of their alternative investment portfolios. Your responsibilities will include managing fund accounting, ensuring accurate NAV calculations, and providing tailored reporting that meets both client and regulatory demands. You will collaborate closely with cross-functional teams across JP Morgan Chase's global network to resolve operational challenges, implement innovative solutions, and enhance service efficiency. This position requires a blend of technical expertise in financial services and strong interpersonal skills to foster long-term client partnerships, while navigating the complexities of evolving regulations like those from the SEC and international bodies. Joining JP Morgan Chase means becoming part of a world-class organization committed to integrity, excellence, and inclusion. In this role, you will have access to cutting-edge resources, professional growth opportunities, and a supportive culture that values diverse perspectives. If you are passionate about alternative investments and ready to make an impact in a high-growth area of securities services, we invite you to bring your expertise to our Boston team and help shape the future of fund administration.

Key Responsibilities

• Serve as a primary point of contact for institutional clients in alternative fund services, ensuring seamless onboarding and ongoing support
• Oversee the delivery of fund administration services, including accounting, reporting, and compliance for hedge funds and private equity vehicles
• Collaborate with internal teams such as custody, middle office, and technology to optimize client solutions and resolve complex issues
• Monitor and ensure adherence to regulatory standards and internal JP Morgan Chase policies in all client interactions
• Develop and maintain deep client relationships to identify opportunities for expanding services and enhancing satisfaction
• Lead initiatives to improve operational efficiency, such as implementing new tools for NAV reconciliation and performance reporting
• Provide strategic advice to clients on market trends, risk management, and alternative investment structures
• Contribute to business development efforts by participating in client pitches and RFPs for new fund mandates
• Mentor and guide junior team members to build a high-performing team within Securities Services
• Analyze client feedback and performance metrics to drive continuous improvement in service delivery

Required Qualifications

• Bachelor's degree in Finance, Business Administration, Economics, or a related field
• Minimum of 7-10 years of experience in securities services, fund administration, or alternative investments within the financial services industry
• Deep knowledge of hedge funds, private equity, and other alternative asset classes
• Proven track record in client relationship management and delivering high-touch service in a fast-paced environment
• Strong understanding of regulatory requirements including SEC, CFTC, and global fund regulations
• Experience with fund accounting, NAV calculations, and reconciliation processes
• Ability to thrive in a collaborative team setting while managing multiple priorities

Preferred Qualifications

• Advanced degree such as MBA or CFA designation
• Prior experience at a major financial institution like JP Morgan Chase or a competitor in asset servicing
• Familiarity with technology platforms for fund administration and data analytics
• International exposure to cross-border fund services and multi-jurisdictional compliance
• Leadership experience in mentoring junior staff or leading client-facing projects

Required Skills

• Expertise in alternative fund accounting and valuation methodologies
• Proficiency in financial reporting software and Excel advanced functions
• Strong client communication and presentation skills
• Analytical problem-solving for complex financial reconciliations
• Knowledge of ISDA agreements and derivatives processing
• Regulatory compliance and risk assessment abilities
• Project management for client onboarding and system implementations
• Team collaboration and leadership in matrixed environments
• Data analysis using tools like SQL or Python for fund performance insights
• Attention to detail in high-stakes financial transactions
• Adaptability to evolving market regulations and client needs
• Negotiation skills for resolving service disputes
• Strategic thinking for business growth opportunities
• Time management in a deadline-driven setting
• Ethical decision-making aligned with JP Morgan's standards

Benefits

• Competitive base salary and performance-based annual bonus
• 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 opportunities through JP Morgan's internal training programs and tuition reimbursement
• Wellness programs including gym memberships and mental health support
• Employee stock purchase plan and financial planning services
• Flexible work arrangements and hybrid options in Boston, MA

JP Morgan Chase is an equal opportunity employer.