Investor Relations Hedge Fund Services - Vice President
JPMorganChase Alternative Investment Services delivers high-quality outsourced administration and banking services to alternative asset managers and institutional investors. We enable clients to focus on investment performance and growth while we provide scalable operating infrastructure, investor servicing, and strong risk and control discipline supported by secure, market-leading technology.
As a Vice President in the HFS Investor Relations team, you will lead a small team responsible for delivering end-to-end investor relations and investor servicing activities primarily for Hedge Fund Services clients, with secondary coverage of Private Equity vehicles. You will be accountable for client experience, operational excellence, risk and controls, and continuous improvement across investor-facing processes. You will serve as a senior escalation point for complex client and investor matters, partner closely with Fund Administration, Transfer Agency, KYC/AML, Operations, Product, Technology, and Controls, and drive a culture of high performance and accountability.
Job Responsibilities:
- Own service delivery for a portfolio of HFS clients and their investors, acting as the senior point of contact for escalations and complex requests.
- Build and maintain senior relationships with client stakeholders; lead service reviews, communicate proactively on deliverables, risks, and operational performance.
- Coordinate cross-functional teams to deliver a consistent client experience across HFS servicing and (as applicable) PE vehicle support.
- Lead onboarding, transitions, and scope expansions (e.g., new funds/vehicles, investor populations, share classes/structures) in partnership with implementation teams.
- Oversee investor transaction processing and lifecycle servicing, ensuring timely and accurate execution across subscriptions, redemptions, transfers, distributions, investor static data maintenance, and supporting documentation.
- Drive resolution of complex breaks and exceptions, including root-cause analysis and remediation to prevent recurrence. Ensure peak-cycle readiness through planning, prioritization, and resource coordination; establish clear SLAs and delivery standards.
- Ensure processes are executed in accordance with JPMorganChase risk management policies, internal controls, and applicable regulatory requirements, including KYC/AML-related obligations.
- Lead a strong control environment (maker-checker discipline, reconciliations/QA, issue management, documented procedures) and act as an escalation point for risk items.
- Support internal/external audits and control testing; ensure findings and action plans are addressed promptly and sustainably. Drive continuous improvement initiatives to reduce manual touchpoints, improve data quality, and strengthen controls through standardization and automation.
- Partner with Product and Technology on system enhancements, change initiatives, and data migrations; translate business needs into clear requirements and support implementation adoption. Leverage operational systems and reporting to monitor service quality, drive transparency, and identify trends.
- Mantra: Utilize Mantra to support investor servicing workflows and reporting; prior experience with Mantra is a plus.
Required qualifications, capabilities, and skills:
- Education: Bachelor’s degree required.
- Experience: Typically 6–10+ years of experience in investor relations / transfer agency / hedge fund operations / alternative investment servicing, with demonstrated ownership of complex client delivery and escalation management.
- People Management: Demonstrated experience managing and developing a small team (or strong acting-lead experience with clear coaching/mentoring responsibilities).
- Hedge Fund Knowledge: Strong understanding of hedge fund structures and investor servicing lifecycle; comfort supporting secondary PE vehicle requirements as needed.
- Risk & Controls: Proven ability to operate in a controlled environment, identify and mitigate operational risk, and drive disciplined issue management.
- Stakeholder Management: Strong written and verbal communication; ability to influence across Operations, Product, Technology, and Controls and engage credibly with client stakeholders.
- Technical Skills: Advanced proficiency in Microsoft Office (Excel, PowerPoint); strong comfort with operational systems and data/reporting tools.
Preferred qualifications, capabilities, and skills:
- Experience supporting both hedge fund and private equity servicing models (or broader alternatives platform exposure).
- Experience leading process improvement and/or technology change initiatives (automation, workflow redesign, data migration).
- Mantra experience (workflow processing, data maintenance, reporting, or oversight) strongly preferred.
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
J.P. Morgan’s Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.
Join the team that delivers high-quality outsourced administration and banking services!