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Securities Services - Alternative Fund Services - Associate

J.P. Morgan
Boston, USA
Full-time
Mid · 3+ years experience
Onsite
USD 76000-135000 yearly / year
Discovered 6 days ago
Microsoft OfficeMS ExcelInvestran
Free

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Job Responsibilities

  • Maintain the books and records of Hedge/Hybrid and Private Equity funds
  • Review fund governing documents and other related agreements, and ensure correct set-up and maintenance of fund structures and investments in accounting database
  • Prepare and/or review periodic Net Asset Valuations, management fee and carried interest/performance fee calculations, investor allocations and capital account statements in adherence with the control framework, including internal policies and procedures
  • Prepare and/or review capital call and distribution calculations including investor notices and reconcile call proceeds and distribution payments
  • Coordinate with Investor Relations, release of capital notices and quarterly reporting on investor reporting portal
  • Work closely with manager, team and support functions to manage client expectations and ensure adherence to SLA timelines on client deliverables and ad hoc requests
  • Liaise with support functions, internal & external stakeholders including risk and control groups, audit, tax, compliance, implementation and investor relations

Required qualifications, capabilities, and skills

  • [PGL(HU1]
  • Bachelor’s Degree in Accounting, Finance or related field
  • 3+ years’ experience in an accounting role
  • Knowledge of US Generally Accepted Accounting Principles for Investment Funds
  • Familiar with Private Equity & Hedge fund structures
  • Analytical thinker and problem solver with attention to detail, ability to work under pressure and balance multiple priorities
  • Team player with strong organizational, excellent interpersonal, communication and client service skills with ability to see projects to completion
  • Proficiency in Microsoft Office product suite and strong MS Excel skills

Preferred qualifications, capabilities, and skills

  • Professional accounting qualification (CA, CPA) a plus
  • Experience with Investran or similar integrated Private Equity system a plus
  • Experience at a Big 4, PE firm or fund administrator

Company

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

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