Alternative Investments Client Reporting Analyst

Join the Alts Client Reporting team within Alternative Investments Middle Office, part of JPMorgan’s Asset & Wealth Management Private Bank. With over $250 billion in assets under management, the WM Alternative Investments business is one of the largest alternatives platforms globally.

As an Alternative Investments Client Reporting Analyst, you will work with internal JPM teams, client advisors, and external service providers (administrators, tax preparers, etc.) to support the alts business. The role is responsible for providing funds with updated tax reporting data on an annual basis while safeguarding client personal information. You will operate in a fast‑paced, high‑volume environment with tight deadlines.

Opportunities exist for career advancement and automation efficiencies, and candidates should demonstrate strong problem‑solving skills and a proactive approach.

• Work as a liaison between JPMorgan Private Bank clients and the alternative investment funds on our alt’s platform
• Work closely with fund tax preparers on client reporting for Schedule K-1, Form 1099s, 1042-S, PFIC Statements and more
• Manage the end-to-end storage, mailing and posting of fund documents to clients, including Capital Call, Capital Distributions, Schedule K-1s, Form 1099s, etc. in a timely manner
• Maintain and update accurate procedures, training material and process flows
• Coordinate with client advisors and fund administrators to close out audit confirmation requests
• Proactively look for means of automation, efficiencies, and scalabilities - consistently work with business groups to make enhancements to current systems and processes
• Responsible for resolving problems and discrepancies both internally and externally

• Proactive, detail oriented, team player with strong organizational/multi-tasking skill set
• Excellent database knowledge required - Specifically Microsoft Excel
• Ability to communicate directly with all levels of Senior management within the business and throughout the organization
• Ability to take on additional responsibilities as the group expands