Asset Management, Private Equity - Investment Management/Execution and Client Services, Vice President

Job Description

Private Equity Group 

J.P. Morgan Asset Management – Private Equity Group (PEG), with $38 billion in assets under management, is comprised of more than 70 professionals globally, and is active in all private equity investment types, styles, stages of business development, industry sectors and geographical locations, and during all market environments. The team manages diversified commingled funds and customized separate accounts investing all stages and types of private equity including buyout, growth equity, and venture capital across partnerships, secondaries, and direct co-investments.  Our global client base includes pension plans, insurance companies, endowments & foundations, as well as family offices, trusts, and high-net worth individuals.  The team also works closely with consulting firms, third party advisors, and other intermediaries.

Role Overview

This position is for a Vice President – Investment Management / Execution and Client Services role within the PEG.  

The role would have four basic areas of responsibility:

• Investment execution – supporting the PEG investment teams in the subscription process for closing private equity investments, including primary commitments in private equity funds as well as secondary investments and co-investments.

• KYC/AML information management – obtaining and providing KYC/AML materials requested by private equity administrators during closing process and throughout investment cycle.

• Account management – acting as principal administrative point of contact for certain PEG account relationships, including managing financial reporting, cash flows, expense payments, periodic investor calls and requests, in conjunction with the broader PEG business, investment and operations teams.

• PEG fund closings – manage fund closings for investors in PEG funds, including coordinating client onboarding and KYC process, with the PEG investor relations and marketing teams, JPMC client account managers and operations team, and external custodian / administrator

While not a legal role, investment funds experience as a lawyer, paralegal, AML officer, finance or operations would be useful. Critical to success of the role is developing a deep understand of all of the PEG’s business functions (e.g., investment support, product development, marketing, finance, operations), collaborating closely with the Group’s global investor relations and portfolio management teams, building institutional knowledge, and being a representative of the PEG to clients, service providers and other teams at JPMC.   Excellent communication (written and verbal), analytical, time management and organizational skills and attention to detail are critical.

Responsibilities include:  

• Completion of subscription booklets and KYC onboarding requirements for PEG clients participation in private equity investments
• Manage and respond to KYC/AML compliance requests from private equity administrators. 
• Managing all administrative aspects for certain PEG account relationships
• Manage private equity fund closings, including client onboarding and KYC processing

Qualifications  

• Essential Skills:

  • Accepts ownership and accountability; self-motivated with a strong work ethic and ability to make decisions

  • Independent and creative thinker with ability to learn and tackle new challenges

  • Experience successfully working through high stress, challenging situations while managing multiple projects

  • Confidence to constructively challenge assumptions, accept feedback and overcome disagreement

  • Takes a team-oriented, collaborative approach 

  • Highest ethical and fiduciary standards

• Preferred Experience:

  • 4-6 years of professional experience in relevant asset management function, such as investment execution, operations, legal support, client servicing or similar role

  • Familiarity with private equity documentation, subscription process and financial reporting

• Education/Credentials:

  • BA

  • JD helpful but not required.

About Us

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

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

About the Team

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.​